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.
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%)
Top Buyers
Top Sellers
| 1 |
AG
Advisor Group
Phoenix,
Arizona
|
-$1.3M |
| 2 |
VF
Virtu Financial
New York
|
-$1.14M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$666K |
| 4 |
SG Americas Securities
New York
|
-$615K |
| 5 |
FTUS
Flow Traders U.S.
New York
|
-$451K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WCM
51
Whitener Capital Management
Rocky Mount,
North Carolina
| $18K | +$18.4K | +308 | New |
|
|
CFD
52
Creative Financial Designs
Kokomo,
Indiana
| $16K | – | – | – |
|
|
SNT
53
Security National Trust
Wheeling,
West Virginia
| $16K | – | – | – |
|
|
GWM
54
Geneos Wealth Management
Englewood,
Colorado
| $13K | – | – | – |
|
|
CPIG
55
Chicago Partners Investment Group
Chicago,
Illinois
| $6K | – | – | – |
|
|
HI
56
Hudock Inc
Williamsport,
Pennsylvania
| $5K | – | – | – |
|
57
BlackRock
New York
| $2K | – | – | – |
|
|
CFA
58
Camarda Financial Advisors
Fleming Island,
Florida
| $1K | +$838 | +14 | New |
|
|
VF
59
Virtu Financial
New York
| – | -$1.14M | -19,484 | Closed |
|
|
60
SG Americas Securities
New York
| – | -$615K | -10,500 | Closed |
|
|
FTUS
61
Flow Traders U.S.
New York
| – | -$451K | -7,694 | Closed |
|
62
Wolverine Trading
Chicago,
Illinois
| – | -$425K | -7,254 | Closed |
|
|
RJFSA
63
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| – | -$240K | -4,092 | Closed |
|
|
NFG
64
Next Financial Group
Houston,
Texas
| – | -$71K | -1,200 | Closed |
|
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.