Vanguard S&P Mid-Cap 400 Growth ETF
IVOG
27 hedge funds and large institutions have $47.6M invested in Vanguard S&P Mid-Cap 400 Growth ETF in 2016 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 8 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 8
30% more capital invested
Capital invested by funds: $36.5M → $47.6M (+$11.1M)
4.56% more ownership
Funds ownership: 16.68% → 21.24% (+4.6%)
10% less funds holding
Funds holding: 30 → 27 (-3)
38% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$11.3M |
| 2 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
+$2.47M |
| 3 |
CCP
Cardan Capital Partners
Denver,
Colorado
|
+$1.86M |
| 4 |
TH
Timber Hill
Greenwich,
Connecticut
|
+$960K |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$578K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NFG
Noven Financial Group
Denver,
Colorado
|
-$1.88M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$1.48M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.27M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.2M |
| 5 |
Jane Street
New York
|
-$909K |
IVOG Hedge Fund Activity: Q1 2016 in Review
27 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) for Q1 2016, worth a combined $47.6M — up 30% from $36.5M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of IVOG and 5 opened new positions — a net loss of 3 holders — while 8 trimmed existing stakes and 12 added.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $11.3M. The largest seller was Noven Financial Group, exiting entirely with an estimated $1.88M sold.
- 27 institutional investors held Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) as of Q1 2016, down from 30 in Q4 2015.
- Funds reported $47.6M of Vanguard S&P Mid-Cap 400 Growth ETF stock for Q1 2016, up 30% quarter-over-quarter.
- 5 funds opened new Vanguard S&P Mid-Cap 400 Growth ETF positions in Q1 2016 and 8 closed out, a net change of -3 holders.
- The largest Vanguard S&P Mid-Cap 400 Growth ETF buyer in Q1 2016 was Raymond James Financial Services Advisors, an estimated $11.3M added.
- The largest Vanguard S&P Mid-Cap 400 Growth ETF seller in Q1 2016 was Noven Financial Group, an estimated $1.88M sold.
Based on aggregated 13F filings for Q1 2016.