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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.35M |
| 2 |
U
UBS
Zurich,
Switzerland
|
+$657K |
| 3 |
VF
Virtu Financial
New York
|
+$290K |
| 4 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$179K |
| 5 |
Morgan Stanley
New York
|
+$117K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$181K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Wells Fargo
San Francisco,
California
| $4.08M | -$181K | -4,258 | -4% |
|
|
U
2
UBS
Zurich,
Switzerland
| $1.66M | +$657K | +15,454 | +69% |
|
|
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $1.39M | +$1.35M | +31,708 | New |
|
|
CAN
4
Cetera Advisor Networks
El Segundo,
California
| $1.32M | +$179K | +4,212 | +16% |
|
|
VF
5
Virtu Financial
New York
| $298K | +$290K | +6,816 | New |
|
|
6
Morgan Stanley
New York
| $120K | +$117K | +2,752 | New |
|
|
LTFS
7
Ladenburg Thalmann Financial Services
Miami,
Florida
| $116K | – | – | – |
|
8
Bank of America
Charlotte,
North Carolina
| $15K | – | – | – |
|
IVOV Hedge Fund Activity: Q4 2013 in Review
8 of the 3,445 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.