Vanguard Morningstar Mid-Cap Value ETF
VOE
339 hedge funds and large institutions have $3.44B invested in Vanguard Morningstar Mid-Cap Value ETF in 2017 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 162 increasing their positions, 79 reducing their positions, and 16 closing their positions.
163% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 16
105% more repeat investments, than reductions
Existing positions increased: 162 | Existing positions reduced: 79
47% more call options, than puts
Call options by funds: $843K | Put options by funds: $572K
12% more capital invested
Capital invested by funds: $3.07B → $3.44B (+$373M)
7% more funds holding
Funds holding: 316 → 339 (+23)
0.78% less ownership
Funds ownership: 48.26% → 47.47% (-0.78%)
3% less funds holding in top 10
Funds holding in top 10: 32 → 31 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Betterment LLC
New York
|
+$53.2M |
| 2 |
Jones Financial Companies
Des Peres,
Missouri
|
+$34M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$22.1M |
| 4 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$21.4M |
| 5 |
Morgan Stanley
New York
|
+$19.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bessemer Group
Woodbridge,
New Jersey
|
-$23.1M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$15.4M |
| 3 |
JFGIW
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
-$8.75M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$4.63M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.52M |
VOE Hedge Fund Activity: Q1 2017 in Review
339 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mid-Cap Value ETF (VOE) for Q1 2017, worth a combined $3.44B — up 12% from $3.07B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new VOE positions and 16 closed out — a net gain of 26 holders — while 162 added to existing stakes and 79 trimmed.
The largest buyer was Betterment LLC, adding an estimated $53.2M. The largest seller was Bessemer Group, cutting an estimated $23.1M.
- 339 institutional investors held Vanguard Morningstar Mid-Cap Value ETF (VOE) as of Q1 2017, up from 316 in Q4 2016.
- Funds reported $3.44B of Vanguard Morningstar Mid-Cap Value ETF stock for Q1 2017, up 12% quarter-over-quarter.
- 42 funds opened new Vanguard Morningstar Mid-Cap Value ETF positions in Q1 2017 and 16 closed out, a net change of +26 holders.
- The largest Vanguard Morningstar Mid-Cap Value ETF buyer in Q1 2017 was Betterment LLC, an estimated $53.2M added.
- The largest Vanguard Morningstar Mid-Cap Value ETF seller in Q1 2017 was Bessemer Group, an estimated $23.1M sold.
Based on aggregated 13F filings for Q1 2017.