Vanguard S&P Mid-Cap 400 Value ETF
IVOV
74 hedge funds and large institutions have $184M invested in Vanguard S&P Mid-Cap 400 Value ETF in 2019 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 15 reducing their positions, and 10 closing their positions.
60% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 15
42% more capital invested
Capital invested by funds: $130M → $184M (+$54.3M)
14.08% more ownership
Funds ownership: 36.67% → 50.75% (+14%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
5% less funds holding
Funds holding: 78 → 74 (-4)
30% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mariner
Overland Park,
Kansas
|
+$46.8M |
| 2 |
RT
Rockland Trust
Hanover,
Massachusetts
|
+$6.47M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$1.95M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$974K |
| 5 |
Morgan Stanley
New York
|
+$852K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$5.58M |
| 2 |
LFS
Lutz Financial Services
Omaha,
Nebraska
|
-$3.11M |
| 3 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
-$758K |
| 4 |
KeyBank National Association
Cleveland,
Ohio
|
-$391K |
| 5 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
-$340K |
IVOV Hedge Fund Activity: Q2 2019 in Review
74 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Value ETF (IVOV) for Q2 2019, worth a combined $184M — up 42% from $130M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of IVOV and 7 opened new positions — a net loss of 3 holders — while 15 trimmed existing stakes and 24 added.
The largest buyer was Mariner, opening a new position worth an estimated $46.8M. The largest seller was LPL Financial, cutting an estimated $5.58M.
- 74 institutional investors held Vanguard S&P Mid-Cap 400 Value ETF (IVOV) as of Q2 2019, down from 78 in Q1 2019.
- Funds reported $184M of Vanguard S&P Mid-Cap 400 Value ETF stock for Q2 2019, up 42% quarter-over-quarter.
- 7 funds opened new Vanguard S&P Mid-Cap 400 Value ETF positions in Q2 2019 and 10 closed out, a net change of -3 holders.
- The largest Vanguard S&P Mid-Cap 400 Value ETF buyer in Q2 2019 was Mariner, an estimated $46.8M added.
- The largest Vanguard S&P Mid-Cap 400 Value ETF seller in Q2 2019 was LPL Financial, an estimated $5.58M sold.
Based on aggregated 13F filings for Q2 2019.