Vanguard S&P Mid-Cap 400 Value ETF
IVOV
78 hedge funds and large institutions have $130M invested in Vanguard S&P Mid-Cap 400 Value ETF in 2019 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 22 increasing their positions, 15 reducing their positions, and 5 closing their positions.
260% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 5
161% more capital inflows, than outflows
Capital inflows: $23.4M | Capital outflows: $8.95M
47% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 15
20% more funds holding
Funds holding: 65 → 78 (+13)
1.65% more ownership
Funds ownership: 16.69% → 18.34% (+1.7%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Rockland Trust
Hanover,
Massachusetts
|
+$9.42M |
| 2 |
Lutz Financial Services
Omaha,
Nebraska
|
+$2.49M |
| 3 |
Jane Street
New York
|
+$1.95M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$1.13M |
| 5 |
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$945K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$4.42M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.67M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$1.09M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$833K |
| 5 |
Global Financial Private Capital
Sarasota,
Florida
|
-$273K |
IVOV Hedge Fund Activity: Q1 2019 in Review
78 of the 4,634 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Value ETF (IVOV) for Q1 2019, worth a combined $130M — up 29% from $101M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new IVOV positions and 5 closed out — a net gain of 13 holders — while 22 added to existing stakes and 15 trimmed.
The largest buyer was Rockland Trust, adding an estimated $9.42M. The largest seller was LPL Financial, cutting an estimated $4.42M.
- 78 institutional investors held Vanguard S&P Mid-Cap 400 Value ETF (IVOV) as of Q1 2019, up from 65 in Q4 2018.
- Funds reported $130M of Vanguard S&P Mid-Cap 400 Value ETF stock for Q1 2019, up 29% quarter-over-quarter.
- 18 funds opened new Vanguard S&P Mid-Cap 400 Value ETF positions in Q1 2019 and 5 closed out, a net change of +13 holders.
- The largest Vanguard S&P Mid-Cap 400 Value ETF buyer in Q1 2019 was Rockland Trust, an estimated $9.42M added.
- The largest Vanguard S&P Mid-Cap 400 Value ETF seller in Q1 2019 was LPL Financial, an estimated $4.42M sold.
Based on aggregated 13F filings for Q1 2019.