Vanguard S&P Mid-Cap 400 Growth ETF
IVOG
30 hedge funds and large institutions have $36.5M invested in Vanguard S&P Mid-Cap 400 Growth ETF in 2015 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 5 reducing their positions, and 3 closing their positions.
160% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 5
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
30% more capital invested
Capital invested by funds: $28M → $36.5M (+$8.49M)
15% more funds holding
Funds holding: 26 → 30 (+4)
1.61% more ownership
Funds ownership: 15.07% → 16.68% (+1.6%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$2.6M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$1.3M |
| 3 |
LPL Financial
San Diego,
California
|
+$1.22M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.09M |
| 5 |
Jane Street
New York
|
+$928K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NFG
Noven Financial Group
Denver,
Colorado
|
-$4M |
| 2 |
AIM
Advantage Investment Management
Cedar Rapids,
Iowa
|
-$618K |
| 3 |
TH
Timber Hill
Greenwich,
Connecticut
|
-$349K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$115K |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$79.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $77K | +$60.9K | +1,204 | +346% |
|
27
Creative Planning
Overland Park,
Kansas
| $55K | – | – | – |
|
|
IA
28
IFP Advisors
Tampa,
Florida
| $6K | +$6.37K | +126 | New |
|
29
BlackRock
New York
| $2K | +$2.02K | +40 | New |
|
|
TH
30
Timber Hill
Greenwich,
Connecticut
| – | -$349K | -7,194 | Closed |
|
|
TSW
31
Thompson Siegel & Walmsley
Richmond,
Virginia
| – | -$32K | -652 | Closed |
|
|
BCM
32
Brookstone Capital Management
Wheaton,
Illinois
| – | -$13K | -270 | Closed |
|
IVOG Hedge Fund Activity: Q4 2015 in Review
30 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) for Q4 2015, worth a combined $36.5M — up 30% from $28M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new IVOG positions and 3 closed out — a net gain of 4 holders — while 13 added to existing stakes and 5 trimmed.
The largest buyer was Bank of America, adding an estimated $2.6M. The largest seller was Noven Financial Group, cutting an estimated $4M.
- 30 institutional investors held Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) as of Q4 2015, up from 26 in Q3 2015.
- Funds reported $36.5M of Vanguard S&P Mid-Cap 400 Growth ETF stock for Q4 2015, up 30% quarter-over-quarter.
- 7 funds opened new Vanguard S&P Mid-Cap 400 Growth ETF positions in Q4 2015 and 3 closed out, a net change of +4 holders.
- The largest Vanguard S&P Mid-Cap 400 Growth ETF buyer in Q4 2015 was Bank of America, an estimated $2.6M added.
- The largest Vanguard S&P Mid-Cap 400 Growth ETF seller in Q4 2015 was Noven Financial Group, an estimated $4M sold.
Based on aggregated 13F filings for Q4 2015.