Vanguard S&P Mid-Cap 400 Value ETF
IVOV
IVOV
105 hedge funds and large institutions have $365M invested in Vanguard S&P Mid-Cap 400 Value ETF in 2022 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 34 increasing their positions, 26 reducing their positions, and 6 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding in top 10
Funds holding in top 10: →
more funds holding
Funds holding: →
2.55% more ownership
Funds ownership: 83.28% → 85.83% (+2.6%)
4% more capital invested
Capital invested by funds: $351M → $365M (+$14.4M)
Holders
105
Holding in Top 10
5
Calls
–
Puts
–
Top Buyers
| 1 | +$5.66M | |
| 2 | +$2.73M | |
| 3 | +$2.23M | |
| 4 |
SPIA
Steward Partners Investment Advisory
New York
|
+$2.17M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.95M |
Top Sellers
| 1 | -$4.32M | |
| 2 | -$1.14M | |
| 3 | -$518K | |
| 4 |
AWM
Avior Wealth Management
Omaha,
Nebraska
|
-$471K |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$455K |