Vanguard S&P Mid-Cap 400 Value ETF
IVOV
48 hedge funds and large institutions have $66M invested in Vanguard S&P Mid-Cap 400 Value ETF in 2017 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 12 reducing their positions, and 6 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 12
33% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 6
2% more funds holding
Funds holding: 47 → 48 (+1)
0.59% more ownership
Funds ownership: 19.98% → 20.56% (+0.59%)
2% less capital invested
Capital invested by funds: $67.4M → $66M (-$1.4M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$3.76M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$2.22M |
| 3 |
SG Americas Securities
New York
|
+$1.03M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.01M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$905K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$3.9M |
| 2 |
KeyBank National Association
Cleveland,
Ohio
|
-$3.57M |
| 3 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$2.96M |
| 4 |
BCM
Barometer Capital Management
Toronto,
Ontario, Canada
|
-$1.94M |
| 5 |
Jane Street
New York
|
-$1.38M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Citigroup
New York
| – | -$53K | -930 | Closed |
|
|
FHA
52
First Horizon Advisors
Memphis,
Tennessee
| – | -$16K | -284 | Closed |
|
|
CPIG
53
Chicago Partners Investment Group
Chicago,
Illinois
| – | -$5K | -90 | Closed |
|
IVOV Hedge Fund Activity: Q2 2017 in Review
48 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Value ETF (IVOV) for Q2 2017, worth a combined $66M — down 2.1% from $67.4M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new IVOV positions and 6 closed out — a net gain of 2 holders — while 18 added to existing stakes and 12 trimmed.
The largest buyer was Bank of America, adding an estimated $3.76M. The largest seller was Wells Fargo, cutting an estimated $3.9M.
- 48 institutional investors held Vanguard S&P Mid-Cap 400 Value ETF (IVOV) as of Q2 2017, up from 47 in Q1 2017.
- Funds reported $66M of Vanguard S&P Mid-Cap 400 Value ETF stock for Q2 2017, down 2.1% quarter-over-quarter.
- 8 funds opened new Vanguard S&P Mid-Cap 400 Value ETF positions in Q2 2017 and 6 closed out, a net change of +2 holders.
- The largest Vanguard S&P Mid-Cap 400 Value ETF buyer in Q2 2017 was Bank of America, an estimated $3.76M added.
- The largest Vanguard S&P Mid-Cap 400 Value ETF seller in Q2 2017 was Wells Fargo, an estimated $3.9M sold.
Based on aggregated 13F filings for Q2 2017.