Vanguard S&P Mid-Cap 400 Value ETF
IVOV
17 hedge funds and large institutions have $19.8M invested in Vanguard S&P Mid-Cap 400 Value ETF in 2015 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 3 reducing their positions, and 3 closing their positions.
167% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 3
18% more capital invested
Capital invested by funds: $16.8M → $19.8M (+$3.06M)
1.46% more ownership
Funds ownership: 33.84% → 35.3% (+1.5%)
0% more funds holding
Funds holding: 17 → 17 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$2.54M |
| 2 |
LPL Financial
San Diego,
California
|
+$2.31M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$360K |
| 4 |
AWM
Avior Wealth Management
Omaha,
Nebraska
|
+$229K |
| 5 |
Morgan Stanley
New York
|
+$190K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.45M |
| 2 |
VF
Virtu Financial
New York
|
-$590K |
| 3 |
Goldman Sachs
New York
|
-$260K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$246K |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$115K |
IVOV Hedge Fund Activity: Q4 2015 in Review
17 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Value ETF (IVOV) for Q4 2015, worth a combined $19.8M — up 18% from $16.8M a quarter earlier.
Fund positioning in IVOV was balanced in Q4 2015: 3 funds opened new positions, 3 closed out, 8 added to existing stakes and 3 trimmed.
The largest buyer was Bank of America, adding an estimated $2.54M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.45M sold.
- 17 institutional investors held Vanguard S&P Mid-Cap 400 Value ETF (IVOV) as of Q4 2015, unchanged from Q3 2015.
- Funds reported $19.8M of Vanguard S&P Mid-Cap 400 Value ETF stock for Q4 2015, up 18% quarter-over-quarter.
- 3 funds opened new Vanguard S&P Mid-Cap 400 Value ETF positions in Q4 2015 and 3 closed out, a net change of 0 holders.
- The largest Vanguard S&P Mid-Cap 400 Value ETF buyer in Q4 2015 was Bank of America, an estimated $2.54M added.
- The largest Vanguard S&P Mid-Cap 400 Value ETF seller in Q4 2015 was Susquehanna International Group, an estimated $1.45M sold.
Based on aggregated 13F filings for Q4 2015.