Vanguard S&P Mid-Cap 400 Value ETF
IVOV
92 hedge funds and large institutions have $306M invested in Vanguard S&P Mid-Cap 400 Value ETF in 2021 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 28 increasing their positions, 17 reducing their positions, and 3 closing their positions.
600% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 3
65% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 17
36% more capital invested
Capital invested by funds: $225M → $306M (+$80.6M)
24% more funds holding
Funds holding: 74 → 92 (+18)
2.55% more ownership
Funds ownership: 84.5% → 87.05% (+2.6%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$5.97M |
| 2 |
Mariner
Overland Park,
Kansas
|
+$5.91M |
| 3 |
RH
RFG Holdings
Argyle,
Texas
|
+$5.11M |
| 4 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$4.79M |
| 5 |
Morgan Stanley
New York
|
+$2.87M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
Aberdeen Wealth Management
Lake Bluff,
Illinois
|
-$1.79M |
| 2 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
-$1.23M |
| 3 |
AWM
Avior Wealth Management
Omaha,
Nebraska
|
-$1.02M |
| 4 |
RT
Rockland Trust
Hanover,
Massachusetts
|
-$1M |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
-$597K |
IVOV Hedge Fund Activity: Q1 2021 in Review
92 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Value ETF (IVOV) for Q1 2021, worth a combined $306M — up 36% from $225M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new IVOV positions and 3 closed out — a net gain of 18 holders — while 28 added to existing stakes and 17 trimmed.
The largest buyer was Bank of America, adding an estimated $5.97M. The largest seller was Aberdeen Wealth Management, cutting an estimated $1.79M.
- 92 institutional investors held Vanguard S&P Mid-Cap 400 Value ETF (IVOV) as of Q1 2021, up from 74 in Q4 2020.
- Funds reported $306M of Vanguard S&P Mid-Cap 400 Value ETF stock for Q1 2021, up 36% quarter-over-quarter.
- 21 funds opened new Vanguard S&P Mid-Cap 400 Value ETF positions in Q1 2021 and 3 closed out, a net change of +18 holders.
- The largest Vanguard S&P Mid-Cap 400 Value ETF buyer in Q1 2021 was Bank of America, an estimated $5.97M added.
- The largest Vanguard S&P Mid-Cap 400 Value ETF seller in Q1 2021 was Aberdeen Wealth Management, an estimated $1.79M sold.
Based on aggregated 13F filings for Q1 2021.