Vanguard S&P Mid-Cap 400 Value ETF
IVOV
22 hedge funds and large institutions have $23.3M invested in Vanguard S&P Mid-Cap 400 Value ETF in 2016 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 2 closing their positions.
250% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 2
29% more funds holding
Funds holding: 17 → 22 (+5)
20% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 5
18% more capital invested
Capital invested by funds: $19.8M → $23.3M (+$3.49M)
2.33% more ownership
Funds ownership: 35.3% → 37.63% (+2.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
Avior Wealth Management
Omaha,
Nebraska
|
+$1.26M |
| 2 |
UR
USCA RIA
Houston,
Texas
|
+$739K |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$590K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$236K |
| 5 |
WA
WBH Advisory
Baltimore,
Maryland
|
+$193K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$855K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$396K |
| 3 |
Morgan Stanley
New York
|
-$48.8K |
| 4 |
Citigroup
New York
|
-$43K |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
-$27.4K |
IVOV Hedge Fund Activity: Q1 2016 in Review
22 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Value ETF (IVOV) for Q1 2016, worth a combined $23.3M — up 18% from $19.8M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new IVOV positions and 2 closed out — a net gain of 5 holders — while 6 added to existing stakes and 5 trimmed.
The largest buyer was Avior Wealth Management, adding an estimated $1.26M. The largest seller was Wells Fargo, cutting an estimated $855K.
- 22 institutional investors held Vanguard S&P Mid-Cap 400 Value ETF (IVOV) as of Q1 2016, up from 17 in Q4 2015.
- Funds reported $23.3M of Vanguard S&P Mid-Cap 400 Value ETF stock for Q1 2016, up 18% quarter-over-quarter.
- 7 funds opened new Vanguard S&P Mid-Cap 400 Value ETF positions in Q1 2016 and 2 closed out, a net change of +5 holders.
- The largest Vanguard S&P Mid-Cap 400 Value ETF buyer in Q1 2016 was Avior Wealth Management, an estimated $1.26M added.
- The largest Vanguard S&P Mid-Cap 400 Value ETF seller in Q1 2016 was Wells Fargo, an estimated $855K sold.
Based on aggregated 13F filings for Q1 2016.