Vanguard S&P Mid-Cap 400 Value ETF
IVOV
71 hedge funds and large institutions have $196M invested in Vanguard S&P Mid-Cap 400 Value ETF in 2019 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 20 reducing their positions, and 9 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
11% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 9
5% more capital invested
Capital invested by funds: $186M → $196M (+$9.93M)
0.11% more ownership
Funds ownership: 51.33% → 51.45% (+0.11%)
0% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 20
3% less funds holding
Funds holding: 73 → 71 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RT
Rockland Trust
Hanover,
Massachusetts
|
+$5.45M |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
+$3.57M |
| 3 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$1.14M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$337K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$333K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$6.17M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$3.09M |
| 3 |
Jane Street
New York
|
-$2.59M |
| 4 |
BCM
Barometer Capital Management
Toronto,
Ontario, Canada
|
-$1.94M |
| 5 |
LFS
Lutz Financial Services
Omaha,
Nebraska
|
-$1.73M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FAAS
76
First Allied Advisory Services
San Diego,
California
| – | -$100K | -1,618 | Closed |
|
|
GSWM
77
Golden State Wealth Management
Santa Ana,
California
| – | -$80K | -1,298 | Closed |
|
|
AIC
78
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$25K | -410 | Closed |
|
|
WCM
79
Whitener Capital Management
Rocky Mount,
North Carolina
| – | -$19K | -314 | Closed |
|
|
SWP
80
Strategic Wealth Partners
Independence,
Ohio
| – | -$4 | -76 | Closed |
|
81
BlackRock
New York
| – | -$2K | -28 | Closed |
|
IVOV Hedge Fund Activity: Q4 2019 in Review
71 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Value ETF (IVOV) for Q4 2019, worth a combined $196M — up 5.3% from $186M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new IVOV positions and 9 closed out — a net gain of 1 holder — while 20 added to existing stakes and 20 trimmed.
The largest buyer was Rockland Trust, adding an estimated $5.45M. The largest seller was Deutsche Bank, exiting entirely with an estimated $6.17M sold.
- 71 institutional investors held Vanguard S&P Mid-Cap 400 Value ETF (IVOV) as of Q4 2019, down from 73 in Q3 2019.
- Funds reported $196M of Vanguard S&P Mid-Cap 400 Value ETF stock for Q4 2019, up 5.3% quarter-over-quarter.
- 10 funds opened new Vanguard S&P Mid-Cap 400 Value ETF positions in Q4 2019 and 9 closed out, a net change of +1 holder.
- The largest Vanguard S&P Mid-Cap 400 Value ETF buyer in Q4 2019 was Rockland Trust, an estimated $5.45M added.
- The largest Vanguard S&P Mid-Cap 400 Value ETF seller in Q4 2019 was Deutsche Bank, an estimated $6.17M sold.
Based on aggregated 13F filings for Q4 2019.