Vanguard S&P Mid-Cap 400 Value ETF
IVOV
47 hedge funds and large institutions have $67.4M invested in Vanguard S&P Mid-Cap 400 Value ETF in 2017 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 16 increasing their positions, 12 reducing their positions, and 2 closing their positions.
500% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 2
33% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 12
21% more funds holding
Funds holding: 39 → 47 (+8)
18% more capital invested
Capital invested by funds: $57M → $67.4M (+$10.4M)
0.23% more ownership
Funds ownership: 19.74% → 19.98% (+0.23%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$4.21M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$3.68M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$1.9M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.17M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$881K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$2.18M |
| 2 |
PAG
Private Advisory Group
Redmond,
Washington
|
-$1.15M |
| 3 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$934K |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$592K |
| 5 |
BCM
Barometer Capital Management
Toronto,
Ontario, Canada
|
-$563K |
IVOV Hedge Fund Activity: Q1 2017 in Review
47 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Value ETF (IVOV) for Q1 2017, worth a combined $67.4M — up 18% from $57M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new IVOV positions and 2 closed out — a net gain of 10 holders — while 16 added to existing stakes and 12 trimmed.
The largest buyer was LPL Financial, adding an estimated $4.21M. The largest seller was UBS Group, cutting an estimated $2.18M.
- 47 institutional investors held Vanguard S&P Mid-Cap 400 Value ETF (IVOV) as of Q1 2017, up from 39 in Q4 2016.
- Funds reported $67.4M of Vanguard S&P Mid-Cap 400 Value ETF stock for Q1 2017, up 18% quarter-over-quarter.
- 12 funds opened new Vanguard S&P Mid-Cap 400 Value ETF positions in Q1 2017 and 2 closed out, a net change of +10 holders.
- The largest Vanguard S&P Mid-Cap 400 Value ETF buyer in Q1 2017 was LPL Financial, an estimated $4.21M added.
- The largest Vanguard S&P Mid-Cap 400 Value ETF seller in Q1 2017 was UBS Group, an estimated $2.18M sold.
Based on aggregated 13F filings for Q1 2017.