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Vanguard S&P Mid-Cap 400 Value ETF
IVOV

59 hedge funds and large institutions have $96.8M invested in Vanguard S&P Mid-Cap 400 Value ETF in 2017 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 20 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

100% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 10

48% more capital invested

Capital invested by funds: $65.4M → $96.8M (+$31.4M)

11% more funds holding

Funds holding: 53 → 59 (+6)

8.73% more ownership

Funds ownership: 19.91% → 28.64% (+8.7%)

Holders
59
Holders Change
+6
Holders Change %
+11.32%
% of All Funds
1.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
20
Reduced
10
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$1.59M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$729K
3
Bank of America
Bank of America
North Carolina
+$669K
4
Ameriprise
Ameriprise
Minnesota
+$578K
5
RJA
Raymond James & Associates
Florida
+$232K

Top Sellers

1
AG
Advisor Group
Arizona
-$1.3M
2
VF
Virtu Financial
New York
-$1.14M
3
PAG
Private Advisor Group
New Jersey
-$666K
4
SG Americas Securities
SG Americas Securities
New York
-$615K
5
FTUS
Flow Traders U.S.
New York
-$451K
Name Holding Trade Value Shares
Change 		Change in
Stake
KeyBank National Association
26
KeyBank National Association
Ohio
$447K +$43.1K +720 +11%
HighTower Advisors
27
HighTower Advisors
Illinois
$415K -$359 -6 -0.1%
GFPC
28
Global Financial Private Capital
Florida
$410K +$55.1K +920 +16%
WA
29
WBH Advisory
Maryland
$390K +$4.31K +72 +1%
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$381K +$16.8K +280 +5%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$273K -$5.15K -86 -2%
BIA
32
BHK Investment Advisors
Alabama
$268K +$264K +4,400 New
PA
33
PFG Advisors
Arizona
$252K +$248K +4,136 New
FHC
34
First Heartland Consultants
Missouri
$224K – – –
JMPWA
35
JP Morgan Private Wealth Advisors
California
$222K -$10.7K -178 -5%
PAG
36
Private Advisor Group
New Jersey
$219K -$666K -11,124 -76%
AG
37
Advisor Group
Arizona
$204K -$1.3M -21,662 -87%
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$97K +$30.4K +508 +47%
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$95K +$359 +6 +0.4%
US Bancorp
40
US Bancorp
Minnesota
$89K – – –
WTB
41
Washington Trust Bank
Washington
$80K – – –
SWP
42
Stratos Wealth Partners
Ohio
$75K +$73.9K +1,234 New
FAAS
43
First Allied Advisory Services
California
$72K +$70.5K +1,178 New
BTIS
44
BB&T Investment Services
North Carolina
$35K – – –
SEI Investments
45
SEI Investments
Pennsylvania
$27K – – –
OPWM
46
Oak Point Wealth Management
Michigan
$27K +$26.5K +442 New
GT
47
Glenmede Trust
Pennsylvania
$25K +$25K +418 New
Fifth Third Bancorp
48
Fifth Third Bancorp
Ohio
$24K – – –
IA
49
IFP Advisors
Florida
$21K -$117K -1,960 -85%
KJWM
50
Kiley Juergens Wealth Management
Washington
$18K +$18.1K +302 New
1
2
3

IVOV Hedge Fund Activity: Q4 2017 in Review

59 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Value ETF (IVOV) for Q4 2017, worth a combined $96.8M — up 48% from $65.4M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new IVOV positions and 6 closed out — a net gain of 6 holders — while 20 added to existing stakes and 10 trimmed.

The largest buyer was Jane Street, adding an estimated $1.59M. The largest seller was Advisor Group, cutting an estimated $1.3M.

  • 59 institutional investors held Vanguard S&P Mid-Cap 400 Value ETF (IVOV) as of Q4 2017, up from 53 in Q3 2017.
  • Funds reported $96.8M of Vanguard S&P Mid-Cap 400 Value ETF stock for Q4 2017, up 48% quarter-over-quarter.
  • 12 funds opened new Vanguard S&P Mid-Cap 400 Value ETF positions in Q4 2017 and 6 closed out, a net change of +6 holders.
  • The largest Vanguard S&P Mid-Cap 400 Value ETF buyer in Q4 2017 was Jane Street, an estimated $1.59M added.
  • The largest Vanguard S&P Mid-Cap 400 Value ETF seller in Q4 2017 was Advisor Group, an estimated $1.3M sold.

Based on aggregated 13F filings for Q4 2017.