Vanguard S&P Mid-Cap 400 Value ETF
IVOV
60 hedge funds and large institutions have $92.8M invested in Vanguard S&P Mid-Cap 400 Value ETF in 2018 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 11 reducing their positions, and 7 closing their positions.
82% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 11
29% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 7
2% more funds holding
Funds holding: 59 → 60 (+1)
0.45% less ownership
Funds ownership: 28.64% → 28.19% (-0.45%)
4% less capital invested
Capital invested by funds: $96.8M → $92.8M (-$3.98M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$6.03M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$1.73M |
| 3 |
LFS
Lutz Financial Services
Omaha,
Nebraska
|
+$1.34M |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$740K |
| 5 |
VF
Virtu Financial
New York
|
+$650K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$4.05M |
| 2 |
Jane Street
New York
|
-$3.6M |
| 3 |
RRC
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
-$1.95M |
| 4 |
TH
Timber Hill
Greenwich,
Connecticut
|
-$1.05M |
| 5 |
JP Morgan Chase
New York
|
-$1.03M |
IVOV Hedge Fund Activity: Q1 2018 in Review
60 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Value ETF (IVOV) for Q1 2018, worth a combined $92.8M — down 4.1% from $96.8M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new IVOV positions and 7 closed out — a net gain of 2 holders — while 20 added to existing stakes and 11 trimmed.
The largest buyer was Deutsche Bank, opening a new position worth an estimated $6.03M. The largest seller was LPL Financial, cutting an estimated $4.05M.
- 60 institutional investors held Vanguard S&P Mid-Cap 400 Value ETF (IVOV) as of Q1 2018, up from 59 in Q4 2017.
- Funds reported $92.8M of Vanguard S&P Mid-Cap 400 Value ETF stock for Q1 2018, down 4.1% quarter-over-quarter.
- 9 funds opened new Vanguard S&P Mid-Cap 400 Value ETF positions in Q1 2018 and 7 closed out, a net change of +2 holders.
- The largest Vanguard S&P Mid-Cap 400 Value ETF buyer in Q1 2018 was Deutsche Bank, an estimated $6.03M added.
- The largest Vanguard S&P Mid-Cap 400 Value ETF seller in Q1 2018 was LPL Financial, an estimated $4.05M sold.
Based on aggregated 13F filings for Q1 2018.