Vanguard S&P Mid-Cap 400 Growth ETF
IVOG
61 hedge funds and large institutions have $126M invested in Vanguard S&P Mid-Cap 400 Growth ETF in 2018 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 18 reducing their positions, and 14 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
22% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 18
2.64% less ownership
Funds ownership: 40.8% → 38.16% (-2.6%)
6% less funds holding
Funds holding: 65 → 61 (-4)
27% less capital invested
Capital invested by funds: $173M → $126M (-$46.7M)
29% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RWP
RWA Wealth Partners
Newton,
Massachusetts
|
+$22.4M |
| 2 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
+$4.42M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$1.82M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.21M |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
+$1.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$39.5M |
| 2 |
GA
Gateway Advisory
Westfield,
New Jersey
|
-$6.53M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.34M |
| 4 |
Brown Advisory
Baltimore,
Maryland
|
-$1.3M |
| 5 |
AG
Advisor Group
Phoenix,
Arizona
|
-$1.27M |
IVOG Hedge Fund Activity: Q4 2018 in Review
61 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) for Q4 2018, worth a combined $126M — down 27% from $173M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of IVOG and 10 opened new positions — a net loss of 4 holders — while 18 trimmed existing stakes and 22 added.
The largest buyer was RWA Wealth Partners, adding an estimated $22.4M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $39.5M.
- 61 institutional investors held Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) as of Q4 2018, down from 65 in Q3 2018.
- Funds reported $126M of Vanguard S&P Mid-Cap 400 Growth ETF stock for Q4 2018, down 27% quarter-over-quarter.
- 10 funds opened new Vanguard S&P Mid-Cap 400 Growth ETF positions in Q4 2018 and 14 closed out, a net change of -4 holders.
- The largest Vanguard S&P Mid-Cap 400 Growth ETF buyer in Q4 2018 was RWA Wealth Partners, an estimated $22.4M added.
- The largest Vanguard S&P Mid-Cap 400 Growth ETF seller in Q4 2018 was Raymond James Financial Services Advisors, an estimated $39.5M sold.
Based on aggregated 13F filings for Q4 2018.