Vanguard S&P Mid-Cap 400 Value ETF
IVOV
117 hedge funds and large institutions have $384M invested in Vanguard S&P Mid-Cap 400 Value ETF in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 30 increasing their positions, 39 reducing their positions, and 9 closing their positions.
133% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 9
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
20% more capital invested
Capital invested by funds: $319M → $384M (+$64.5M)
9% more funds holding
Funds holding: 107 → 117 (+10)
3.06% more ownership
Funds ownership: 41.83% → 44.89% (+3.1%)
23% less repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 39
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$16.9M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$6.58M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$3.67M |
| 4 |
JP Morgan Chase
New York
|
+$1.47M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.02M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$2.19M |
| 2 |
Goldman Sachs
New York
|
-$1.45M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.34M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$1.06M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.02M |
IVOV Hedge Fund Activity: Q4 2023 in Review
117 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Value ETF (IVOV) for Q4 2023, worth a combined $384M — up 20% from $319M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new IVOV positions and 9 closed out — a net gain of 12 holders — while 30 added to existing stakes and 39 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $16.9M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $2.19M.
- 117 institutional investors held Vanguard S&P Mid-Cap 400 Value ETF (IVOV) as of Q4 2023, up from 107 in Q3 2023.
- Funds reported $384M of Vanguard S&P Mid-Cap 400 Value ETF stock for Q4 2023, up 20% quarter-over-quarter.
- 21 funds opened new Vanguard S&P Mid-Cap 400 Value ETF positions in Q4 2023 and 9 closed out, a net change of +12 holders.
- The largest Vanguard S&P Mid-Cap 400 Value ETF buyer in Q4 2023 was Morgan Stanley, an estimated $16.9M added.
- The largest Vanguard S&P Mid-Cap 400 Value ETF seller in Q4 2023 was Raymond James Financial Services Advisors, an estimated $2.19M sold.
Based on aggregated 13F filings for Q4 2023.