Vanguard S&P Mid-Cap 400 Value ETF
IVOV
58 hedge funds and large institutions have $113M invested in Vanguard S&P Mid-Cap 400 Value ETF in 2018 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 11 reducing their positions, and 4 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 11
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
14% more capital invested
Capital invested by funds: $99M → $113M (+$13.7M)
4% more funds holding
Funds holding: 56 → 58 (+2)
1.32% more ownership
Funds ownership: 14.29% → 15.61% (+1.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LFS
Lutz Financial Services
Omaha,
Nebraska
|
+$3.62M |
| 2 |
HCM
Hollencrest Capital Management
Newport Beach,
California
|
+$3.07M |
| 3 |
LPL Financial
San Diego,
California
|
+$1.61M |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$1.29M |
| 5 |
BTS
BB&T Securities
Richmond,
Virginia
|
+$810K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.31M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$929K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$634K |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
-$209K |
| 5 |
RRC
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
-$136K |
IVOV Hedge Fund Activity: Q3 2018 in Review
58 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Value ETF (IVOV) for Q3 2018, worth a combined $113M — up 14% from $99M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new IVOV positions and 4 closed out — a net gain of 2 holders — while 22 added to existing stakes and 11 trimmed.
The largest buyer was Lutz Financial Services, adding an estimated $3.62M. The largest seller was Jane Street, exiting entirely with an estimated $1.31M sold.
- 58 institutional investors held Vanguard S&P Mid-Cap 400 Value ETF (IVOV) as of Q3 2018, up from 56 in Q2 2018.
- Funds reported $113M of Vanguard S&P Mid-Cap 400 Value ETF stock for Q3 2018, up 14% quarter-over-quarter.
- 6 funds opened new Vanguard S&P Mid-Cap 400 Value ETF positions in Q3 2018 and 4 closed out, a net change of +2 holders.
- The largest Vanguard S&P Mid-Cap 400 Value ETF buyer in Q3 2018 was Lutz Financial Services, an estimated $3.62M added.
- The largest Vanguard S&P Mid-Cap 400 Value ETF seller in Q3 2018 was Jane Street, an estimated $1.31M sold.
Based on aggregated 13F filings for Q3 2018.