Vanguard Mid-Cap Value ETF
172 hedge funds and large institutions have $1.41B invested in Vanguard Mid-Cap Value ETF in 2014 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 82 increasing their positions, 39 reducing their positions, and 6 closing their positions.
348% more call options, than puts
Call options by funds: $1.29M | Put options by funds: $287K
300% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 6
110% more repeat investments, than reductions
Existing positions increased: 82 | Existing positions reduced: 39
36% more funds holding in top 10
Funds holding in top 10: 11 → 15 (+4)
26% more capital invested
Capital invested by funds: $1.12B → $1.41B (+$287M)
10% more funds holding
Funds holding: 156 → 172 (+16)
1.27% more ownership
Funds ownership: 46.6% → 47.86% (+1.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIA
Arrow Investment Advisors
Laurel,
Maryland
|
+$55.5M |
| 2 |
DWA
Dorsey Wright & Associates
Pasadena,
California
|
+$55.5M |
| 3 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
+$44.9M |
| 4 |
Morgan Stanley
New York
|
+$16.1M |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$12.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$30.6M |
| 2 |
SG Americas Securities
New York
|
-$9.25M |
| 3 |
CCMH
Cornerstone Capital Management Holdings
New York
|
-$9.23M |
| 4 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
-$3.31M |
| 5 |
Bank of New York Mellon
New York
|
-$2.72M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
176
Brown Advisory
Baltimore,
Maryland
| – | -$45K | -549 | Closed |
|
|
TIM
177
Tortoise Investment Management
White Plains,
New York
| – | -$22K | -264 | Closed |
|
178
M&T Bank
Buffalo,
New York
| – | -$3K | -39 | Closed |
|
VOE Hedge Fund Activity: Q2 2014 in Review
172 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Value ETF (VOE) for Q2 2014, worth a combined $1.41B — up 26% from $1.12B a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new VOE positions and 6 closed out — a net gain of 18 holders — while 82 added to existing stakes and 39 trimmed.
The largest buyer was Arrow Investment Advisors, opening a new position worth an estimated $55.5M. The largest seller was Vanguard Group, cutting an estimated $30.6M.
- 172 institutional investors held Vanguard Mid-Cap Value ETF (VOE) as of Q2 2014, up from 156 in Q1 2014.
- Funds reported $1.41B of Vanguard Mid-Cap Value ETF stock for Q2 2014, up 26% quarter-over-quarter.
- 24 funds opened new Vanguard Mid-Cap Value ETF positions in Q2 2014 and 6 closed out, a net change of +18 holders.
- The largest Vanguard Mid-Cap Value ETF buyer in Q2 2014 was Arrow Investment Advisors, an estimated $55.5M added.
- The largest Vanguard Mid-Cap Value ETF seller in Q2 2014 was Vanguard Group, an estimated $30.6M sold.
Based on aggregated 13F filings for Q2 2014.