Vanguard S&P Mid-Cap 400 Value ETF
IVOV
39 hedge funds and large institutions have $57M invested in Vanguard S&P Mid-Cap 400 Value ETF in 2016 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 17 increasing their positions, 6 reducing their positions, and 3 closing their positions.
267% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 3
183% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 6
56% more capital invested
Capital invested by funds: $36.6M → $57M (+$20.4M)
26% more funds holding
Funds holding: 31 → 39 (+8)
9.87% more ownership
Funds ownership: 0% → 9.87% (+9.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KeyBank National Association
Cleveland,
Ohio
|
+$3.39M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$3.09M |
| 3 |
BCM
Barometer Capital Management
Toronto,
Ontario, Canada
|
+$2.35M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$2.23M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.88M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$3.44M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.17M |
| 3 |
UR
USCA RIA
Houston,
Texas
|
-$470K |
| 4 |
VF
Virtu Financial
New York
|
-$356K |
| 5 |
TH
Timber Hill
Greenwich,
Connecticut
|
-$271K |
IVOV Hedge Fund Activity: Q4 2016 in Review
39 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Value ETF (IVOV) for Q4 2016, worth a combined $57M — up 56% from $36.6M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new IVOV positions and 3 closed out — a net gain of 8 holders — while 17 added to existing stakes and 6 trimmed.
The largest buyer was KeyBank National Association, opening a new position worth an estimated $3.39M. The largest seller was Cetera Advisor Networks, cutting an estimated $3.44M.
- 39 institutional investors held Vanguard S&P Mid-Cap 400 Value ETF (IVOV) as of Q4 2016, up from 31 in Q3 2016.
- Funds reported $57M of Vanguard S&P Mid-Cap 400 Value ETF stock for Q4 2016, up 56% quarter-over-quarter.
- 11 funds opened new Vanguard S&P Mid-Cap 400 Value ETF positions in Q4 2016 and 3 closed out, a net change of +8 holders.
- The largest Vanguard S&P Mid-Cap 400 Value ETF buyer in Q4 2016 was KeyBank National Association, an estimated $3.39M added.
- The largest Vanguard S&P Mid-Cap 400 Value ETF seller in Q4 2016 was Cetera Advisor Networks, an estimated $3.44M sold.
Based on aggregated 13F filings for Q4 2016.