Vanguard S&P Mid-Cap 400 Value ETF
IVOV
74 hedge funds and large institutions have $225M invested in Vanguard S&P Mid-Cap 400 Value ETF in 2020 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 25 increasing their positions, 21 reducing their positions, and 6 closing their positions.
133% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 6
61% more capital invested
Capital invested by funds: $139M → $225M (+$85.5M)
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
24.71% more ownership
Funds ownership: 59.79% → 84.5% (+25%)
19% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 21
12% more funds holding
Funds holding: 66 → 74 (+8)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mariner
Overland Park,
Kansas
|
+$51.1M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$4.24M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$3.14M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.37M |
| 5 |
Morgan Stanley
New York
|
+$1.34M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$4.85M |
| 2 |
RRC
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
-$4.32M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$2.68M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$2.06M |
| 5 |
CIC
Cornercap Investment Counsel
Atlanta,
Georgia
|
-$1.85M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TRCT
76
Tower Research Capital (TRC)
New York
| – | -$1.54M | -29,430 | Closed |
|
|
FTUS
77
Flow Traders U.S.
New York
| – | -$319K | -6,084 | Closed |
|
78
HighTower Advisors
Chicago,
Illinois
| – | -$249K | -4,776 | Closed |
|
79
Fidelity Investments
Boston,
Massachusetts
| – | -$21K | -400 | Closed |
|
80
AssetMark Inc
Concord,
California
| – | -$18K | -338 | Closed |
|
|
SWA
81
SOA Wealth Advisors
New York
| – | +$609 | +10 | New |
|
IVOV Hedge Fund Activity: Q4 2020 in Review
74 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Value ETF (IVOV) for Q4 2020, worth a combined $225M — up 61% from $139M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new IVOV positions and 6 closed out — a net gain of 8 holders — while 25 added to existing stakes and 21 trimmed.
The largest buyer was Mariner, opening a new position worth an estimated $51.1M. The largest seller was Royal Bank of Canada, cutting an estimated $4.85M.
- 74 institutional investors held Vanguard S&P Mid-Cap 400 Value ETF (IVOV) as of Q4 2020, up from 66 in Q3 2020.
- Funds reported $225M of Vanguard S&P Mid-Cap 400 Value ETF stock for Q4 2020, up 61% quarter-over-quarter.
- 14 funds opened new Vanguard S&P Mid-Cap 400 Value ETF positions in Q4 2020 and 6 closed out, a net change of +8 holders.
- The largest Vanguard S&P Mid-Cap 400 Value ETF buyer in Q4 2020 was Mariner, an estimated $51.1M added.
- The largest Vanguard S&P Mid-Cap 400 Value ETF seller in Q4 2020 was Royal Bank of Canada, an estimated $4.85M sold.
Based on aggregated 13F filings for Q4 2020.