Vanguard Mid-Cap Value ETF
178 hedge funds and large institutions have $1.39B invested in Vanguard Mid-Cap Value ETF in 2014 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 81 increasing their positions, 40 reducing their positions, and 14 closing their positions.
103% more repeat investments, than reductions
Existing positions increased: 81 | Existing positions reduced: 40
55% more call options, than puts
Call options by funds: $976K | Put options by funds: $628K
50% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 14
3% more funds holding
Funds holding: 172 → 178 (+6)
1% less capital invested
Capital invested by funds: $1.41B → $1.39B (-$16.5M)
1.87% less ownership
Funds ownership: 47.86% → 46% (-1.9%)
7% less funds holding in top 10
Funds holding in top 10: 15 → 14 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AA
ALPS Advisors
Denver,
Colorado
|
+$9.87M |
| 2 |
TCT
TIAA CREF Trust
St Louis,
Missouri
|
+$8.12M |
| 3 |
CHFS
Cobble Hill Financial Services
Moorestown,
New Jersey
|
+$7.78M |
| 4 |
CCMH
Cornerstone Capital Management Holdings
New York
|
+$7.08M |
| 5 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
+$6.19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Waverly Advisors
Birmingham,
Alabama
|
-$25M |
| 2 |
LPL Financial
San Diego,
California
|
-$9.66M |
| 3 |
FIG
FundX Investment Group
San Francisco,
California
|
-$8.61M |
| 4 |
Jane Street
New York
|
-$6.36M |
| 5 |
PSW
Portfolio Strategies (Washington)
Tacoma,
Washington
|
-$6.14M |
VOE Hedge Fund Activity: Q3 2014 in Review
178 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Value ETF (VOE) for Q3 2014, worth a combined $1.39B — down 1.2% from $1.41B a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new VOE positions and 14 closed out — a net gain of 7 holders — while 81 added to existing stakes and 40 trimmed.
The largest buyer was ALPS Advisors, opening a new position worth an estimated $9.87M. The largest seller was Waverly Advisors, cutting an estimated $25M.
- 178 institutional investors held Vanguard Mid-Cap Value ETF (VOE) as of Q3 2014, up from 172 in Q2 2014.
- Funds reported $1.39B of Vanguard Mid-Cap Value ETF stock for Q3 2014, down 1.2% quarter-over-quarter.
- 21 funds opened new Vanguard Mid-Cap Value ETF positions in Q3 2014 and 14 closed out, a net change of +7 holders.
- The largest Vanguard Mid-Cap Value ETF buyer in Q3 2014 was ALPS Advisors, an estimated $9.87M added.
- The largest Vanguard Mid-Cap Value ETF seller in Q3 2014 was Waverly Advisors, an estimated $25M sold.
Based on aggregated 13F filings for Q3 2014.