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Vanguard S&P Mid-Cap 400 Value ETF
IVOV

8 hedge funds and large institutions have $8.99M invested in Vanguard S&P Mid-Cap 400 Value ETF in 2013 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 1

60% more funds holding

Funds holding: 5 → 8 (+3)

48% more capital invested

Capital invested by funds: $6.08M → $8.99M (+$2.91M)

5.16% less ownership

Funds ownership: 42.53% → 37.37% (-5.2%)

Holders
8
Holders Change
+3
Holders Change %
+60%
% of All Funds
0.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
2
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.35M
2
U
UBS
Switzerland
+$657K
3
VF
Virtu Financial
New York
+$290K
4
CAN
Cetera Advisor Networks
California
+$179K
5
Morgan Stanley
Morgan Stanley
New York
+$117K

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$181K

IVOV Hedge Fund Activity: Q4 2013 in Review

8 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Value ETF (IVOV) for Q4 2013, worth a combined $8.99M — up 48% from $6.08M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new IVOV positions and 0 closed out — a net gain of 3 holders — while 2 added to existing stakes and 1 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $1.35M. The largest seller was Wells Fargo, cutting an estimated $181K.

  • 8 institutional investors held Vanguard S&P Mid-Cap 400 Value ETF (IVOV) as of Q4 2013, up from 5 in Q3 2013.
  • Funds reported $8.99M of Vanguard S&P Mid-Cap 400 Value ETF stock for Q4 2013, up 48% quarter-over-quarter.
  • 3 funds opened new Vanguard S&P Mid-Cap 400 Value ETF positions in Q4 2013 and 0 closed out, a net change of +3 holders.
  • The largest Vanguard S&P Mid-Cap 400 Value ETF buyer in Q4 2013 was Susquehanna International Group, an estimated $1.35M added.
  • The largest Vanguard S&P Mid-Cap 400 Value ETF seller in Q4 2013 was Wells Fargo, an estimated $181K sold.

Based on aggregated 13F filings for Q4 2013.