Vanguard S&P Mid-Cap 400 Value ETF
IVOV
65 hedge funds and large institutions have $101M invested in Vanguard S&P Mid-Cap 400 Value ETF in 2018 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 20 increasing their positions, 17 reducing their positions, and 9 closing their positions.
67% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 9
18% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 17
10% more funds holding
Funds holding: 59 → 65 (+6)
2.3% more ownership
Funds ownership: 31.07% → 33.37% (+2.3%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
8% less capital invested
Capital invested by funds: $110M → $101M (-$9.12M)
Top Buyers
| 1 |
ADL
Asset Dedication LLC
San Francisco,
California
|
+$2.02M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$2.02M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.87M |
| 4 |
Morgan Stanley
New York
|
+$1.73M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.64M |
Top Sellers
IVOV Hedge Fund Activity: Q4 2018 in Review
65 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Value ETF (IVOV) for Q4 2018, worth a combined $101M — down 8.3% from $110M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new IVOV positions and 9 closed out — a net gain of 6 holders — while 20 added to existing stakes and 17 trimmed.
The largest buyer was Asset Dedication LLC, opening a new position worth an estimated $2.02M. The largest seller was BB&T Securities, cutting an estimated $857K.
- 65 institutional investors held Vanguard S&P Mid-Cap 400 Value ETF (IVOV) as of Q4 2018, up from 59 in Q3 2018.
- Funds reported $101M of Vanguard S&P Mid-Cap 400 Value ETF stock for Q4 2018, down 8.3% quarter-over-quarter.
- 15 funds opened new Vanguard S&P Mid-Cap 400 Value ETF positions in Q4 2018 and 9 closed out, a net change of +6 holders.
- The largest Vanguard S&P Mid-Cap 400 Value ETF buyer in Q4 2018 was Asset Dedication LLC, an estimated $2.02M added.
- The largest Vanguard S&P Mid-Cap 400 Value ETF seller in Q4 2018 was BB&T Securities, an estimated $857K sold.
Based on aggregated 13F filings for Q4 2018.