Vanguard S&P Mid-Cap 400 Value ETF
IVOV
73 hedge funds and large institutions have $186M invested in Vanguard S&P Mid-Cap 400 Value ETF in 2019 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 17 reducing their positions, and 7 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
29% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 17
1% more capital invested
Capital invested by funds: $184M → $186M (+$2.06M)
0.58% more ownership
Funds ownership: 50.75% → 51.33% (+0.58%)
1% less funds holding
Funds holding: 74 → 73 (-1)
14% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 7
Top Buyers
| 1 |
RT
Rockland Trust
Hanover,
Massachusetts
|
+$3.63M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.1M |
| 3 |
BCM
Barometer Capital Management
Toronto,
Ontario, Canada
|
+$2.08M |
| 4 |
Mariner
Overland Park,
Kansas
|
+$582K |
| 5 |
Jane Street
New York
|
+$371K |
Top Sellers
| 1 |
Citadel Advisors
Miami,
Florida
|
-$2.34M |
| 2 |
LFS
Lutz Financial Services
Omaha,
Nebraska
|
-$1.64M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$982K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$942K |
| 5 |
LPL Financial
San Diego,
California
|
-$875K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
76
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$982K | -15,986 | Closed |
|
77
Bessemer Group
Woodbridge,
New Jersey
| – | -$555K | -9,042 | Closed |
|
|
KWM
78
Kingsview Wealth Management
Grants Pass,
Oregon
| – | -$217K | -3,532 | Closed |
|
|
MWM
79
Meridian Wealth Management
Lexington,
Kentucky
| – | -$1.29K | -2,100 | Closed |
|
|
PB
80
Pinnacle Bancorp
Beatrice,
Nebraska
| – | -$2K | -32 | Closed |
|
IVOV Hedge Fund Activity: Q3 2019 in Review
73 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Value ETF (IVOV) for Q3 2019, worth a combined $186M — up 1.1% from $184M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of IVOV and 6 opened new positions — a net loss of 1 holder — while 17 trimmed existing stakes and 22 added.
The largest buyer was Rockland Trust, adding an estimated $3.63M. The largest seller was Citadel Advisors, exiting entirely with an estimated $2.34M sold.
- 73 institutional investors held Vanguard S&P Mid-Cap 400 Value ETF (IVOV) as of Q3 2019, down from 74 in Q2 2019.
- Funds reported $186M of Vanguard S&P Mid-Cap 400 Value ETF stock for Q3 2019, up 1.1% quarter-over-quarter.
- 6 funds opened new Vanguard S&P Mid-Cap 400 Value ETF positions in Q3 2019 and 7 closed out, a net change of -1 holder.
- The largest Vanguard S&P Mid-Cap 400 Value ETF buyer in Q3 2019 was Rockland Trust, an estimated $3.63M added.
- The largest Vanguard S&P Mid-Cap 400 Value ETF seller in Q3 2019 was Citadel Advisors, an estimated $2.34M sold.
Based on aggregated 13F filings for Q3 2019.