Vanguard S&P Mid-Cap 400 Value ETF
IVOV
56 hedge funds and large institutions have $99M invested in Vanguard S&P Mid-Cap 400 Value ETF in 2018 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 12 reducing their positions, and 8 closing their positions.
42% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 12
7% more capital invested
Capital invested by funds: $92.8M → $99M (+$6.23M)
0.19% more ownership
Funds ownership: 14.09% → 14.29% (+0.19%)
7% less funds holding
Funds holding: 60 → 56 (-4)
38% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BTS
BB&T Securities
Richmond,
Virginia
|
+$2.07M |
| 2 |
SB
Suntrust Banks
Atlanta,
Georgia
|
+$1.37M |
| 3 |
Jane Street
New York
|
+$1.29M |
| 4 |
LFS
Lutz Financial Services
Omaha,
Nebraska
|
+$1.22M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$832K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$3.29M |
| 2 |
RRC
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
-$1.27M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$933K |
| 4 |
VF
Virtu Financial
New York
|
-$636K |
| 5 |
RWP
RWA Wealth Partners
Newton,
Massachusetts
|
-$562K |
IVOV Hedge Fund Activity: Q2 2018 in Review
56 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Value ETF (IVOV) for Q2 2018, worth a combined $99M — up 6.7% from $92.8M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of IVOV and 5 opened new positions — a net loss of 3 holders — while 12 trimmed existing stakes and 17 added.
The largest buyer was BB&T Securities, opening a new position worth an estimated $2.07M. The largest seller was Bank of America, cutting an estimated $3.29M.
- 56 institutional investors held Vanguard S&P Mid-Cap 400 Value ETF (IVOV) as of Q2 2018, down from 60 in Q1 2018.
- Funds reported $99M of Vanguard S&P Mid-Cap 400 Value ETF stock for Q2 2018, up 6.7% quarter-over-quarter.
- 5 funds opened new Vanguard S&P Mid-Cap 400 Value ETF positions in Q2 2018 and 8 closed out, a net change of -3 holders.
- The largest Vanguard S&P Mid-Cap 400 Value ETF buyer in Q2 2018 was BB&T Securities, an estimated $2.07M added.
- The largest Vanguard S&P Mid-Cap 400 Value ETF seller in Q2 2018 was Bank of America, an estimated $3.29M sold.
Based on aggregated 13F filings for Q2 2018.