Vanguard S&P Mid-Cap 400 Value ETF
IVOV
110 hedge funds and large institutions have $338M invested in Vanguard S&P Mid-Cap 400 Value ETF in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 40 reducing their positions, and 5 closing their positions.
100% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 5
4% more funds holding
Funds holding: 106 → 110 (+4)
2% more capital invested
Capital invested by funds: $332M → $338M (+$5.71M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0.25% less ownership
Funds ownership: 41.89% → 41.64% (-0.25%)
40% less repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 40
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$1.59M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
+$1.34M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$1.33M |
| 4 |
RT
Rockland Trust
Hanover,
Massachusetts
|
+$1.07M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$356K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$4.27M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$1.59M |
| 3 |
BFG
Bleakley Financial Group
Fairfield,
New Jersey
|
-$1.58M |
| 4 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$1.58M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.55M |
IVOV Hedge Fund Activity: Q2 2023 in Review
110 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Value ETF (IVOV) for Q2 2023, worth a combined $338M — up 1.7% from $332M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new IVOV positions and 5 closed out — a net gain of 5 holders — while 24 added to existing stakes and 40 trimmed.
The largest buyer was Wells Fargo, adding an estimated $1.59M. The largest seller was Bank of America, cutting an estimated $4.27M.
- 110 institutional investors held Vanguard S&P Mid-Cap 400 Value ETF (IVOV) as of Q2 2023, up from 106 in Q1 2023.
- Funds reported $338M of Vanguard S&P Mid-Cap 400 Value ETF stock for Q2 2023, up 1.7% quarter-over-quarter.
- 10 funds opened new Vanguard S&P Mid-Cap 400 Value ETF positions in Q2 2023 and 5 closed out, a net change of +5 holders.
- The largest Vanguard S&P Mid-Cap 400 Value ETF buyer in Q2 2023 was Wells Fargo, an estimated $1.59M added.
- The largest Vanguard S&P Mid-Cap 400 Value ETF seller in Q2 2023 was Bank of America, an estimated $4.27M sold.
Based on aggregated 13F filings for Q2 2023.