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Vanguard S&P Mid-Cap 400 Value ETF

18 hedge funds and large institutions have $22.9M invested in Vanguard S&P Mid-Cap 400 Value ETF in 2015 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 8 increasing their positions, 3 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 3

31% more capital invested

Capital invested by funds: $17.5M → $22.9M (+$5.45M)

18% less funds holding

Funds holding: 2218 (-4)

80% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 5

Holders
18
Holders Change
-4
Holders Change %
-18.18%
% of All Funds
0.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
8
Reduced
3
Closed
5
Calls
Puts
Net Calls
Net Calls Change

IVOV Hedge Fund Activity: Q2 2015 in Review

18 of the 3,730 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Value ETF (IVOV) for Q2 2015, worth a combined $22.9M — up 31% from $17.5M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of IVOV and 1 opened new positions — a net loss of 4 holders — while 3 trimmed existing stakes and 8 added.

The largest buyer was Jefferies Group, opening a new position worth an estimated $5M. The largest seller was Noven Financial Group, exiting entirely with an estimated $2.36M sold.

  • 18 institutional investors held Vanguard S&P Mid-Cap 400 Value ETF (IVOV) as of Q2 2015, down from 22 in Q1 2015.
  • Funds reported $22.9M of Vanguard S&P Mid-Cap 400 Value ETF stock for Q2 2015, up 31% quarter-over-quarter.
  • 1 fund opened new Vanguard S&P Mid-Cap 400 Value ETF positions in Q2 2015 and 5 closed out, a net change of -4 holders.
  • The largest Vanguard S&P Mid-Cap 400 Value ETF buyer in Q2 2015 was Jefferies Group, an estimated $5M added.
  • The largest Vanguard S&P Mid-Cap 400 Value ETF seller in Q2 2015 was Noven Financial Group, an estimated $2.36M sold.

Based on aggregated 13F filings for Q2 2015.