Vanguard S&P Small-Cap 600 Value ETF
VIOV
75 hedge funds and large institutions have $123M invested in Vanguard S&P Small-Cap 600 Value ETF in 2019 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 21 reducing their positions, and 6 closing their positions.
33% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 6
33% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 21
3% more funds holding
Funds holding: 73 → 75 (+2)
4% more capital invested
Capital invested by funds: $118M → $123M (+$5.25M)
5.14% less ownership
Funds ownership: 70.66% → 65.52% (-5.1%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAS
Park Avenue Securities
New York
|
+$7.57M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$4.17M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.55M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$890K |
| 5 |
ODIJL
One Day In July LLC
Burlington,
Vermont
|
+$867K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FWP
FAS Wealth Partners
Leawood,
Kansas
|
-$11.1M |
| 2 |
MML Investors Services
Springfield,
Massachusetts
|
-$5.12M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.44M |
| 4 |
SHCM
Stokes & Hubbell Capital Management
New Orleans,
Louisiana
|
-$2.88M |
| 5 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
-$1.01M |
VIOV Hedge Fund Activity: Q1 2019 in Review
75 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Small-Cap 600 Value ETF (VIOV) for Q1 2019, worth a combined $123M — up 4.4% from $118M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new VIOV positions and 6 closed out — a net gain of 2 holders — while 28 added to existing stakes and 21 trimmed.
The largest buyer was Park Avenue Securities, opening a new position worth an estimated $7.57M. The largest seller was FAS Wealth Partners, cutting an estimated $11.1M.
- 75 institutional investors held Vanguard S&P Small-Cap 600 Value ETF (VIOV) as of Q1 2019, up from 73 in Q4 2018.
- Funds reported $123M of Vanguard S&P Small-Cap 600 Value ETF stock for Q1 2019, up 4.4% quarter-over-quarter.
- 8 funds opened new Vanguard S&P Small-Cap 600 Value ETF positions in Q1 2019 and 6 closed out, a net change of +2 holders.
- The largest Vanguard S&P Small-Cap 600 Value ETF buyer in Q1 2019 was Park Avenue Securities, an estimated $7.57M added.
- The largest Vanguard S&P Small-Cap 600 Value ETF seller in Q1 2019 was FAS Wealth Partners, an estimated $11.1M sold.
Based on aggregated 13F filings for Q1 2019.