Vanguard S&P Mid-Cap 400 Value ETF
IVOV
99 hedge funds and large institutions have $329M invested in Vanguard S&P Mid-Cap 400 Value ETF in 2021 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 35 increasing their positions, 24 reducing their positions, and 7 closing their positions.
114% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 7
46% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 24
8% more capital invested
Capital invested by funds: $306M → $329M (+$23.4M)
8% more funds holding
Funds holding: 92 → 99 (+7)
6.77% less ownership
Funds ownership: 87.05% → 80.27% (-6.8%)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
3F
360 Financial
Wayzata,
Minnesota
|
+$4.49M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$3.62M |
| 3 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
+$2.74M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$2.47M |
| 5 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$2.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
Aberdeen Wealth Management
Lake Bluff,
Illinois
|
-$9.83M |
| 2 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$1.09M |
| 3 |
AWM
Avior Wealth Management
Omaha,
Nebraska
|
-$1.02M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$921K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$871K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LI
101
LVZ Inc
Holland,
Michigan
| – | -$206K | -2,640 | Closed |
|
|
AIC
102
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$24.2K | -310 | Closed |
|
|
SFS
103
Sowell Financial Services
North Little Rock,
Arkansas
| – | -$25K | -300 | Closed |
|
|
CFD
104
Creative Financial Designs
Kokomo,
Indiana
| – | -$8K | -108 | Closed |
|
105
AssetMark Inc
Concord,
California
| – | -$3K | -44 | Closed |
|
|
HI
106
Hudock Inc
Williamsport,
Pennsylvania
| – | -$2K | -34 | Closed |
|
IVOV Hedge Fund Activity: Q2 2021 in Review
99 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Value ETF (IVOV) for Q2 2021, worth a combined $329M — up 7.7% from $306M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new IVOV positions and 7 closed out — a net gain of 8 holders — while 35 added to existing stakes and 24 trimmed.
The largest buyer was 360 Financial, opening a new position worth an estimated $4.49M. The largest seller was Aberdeen Wealth Management, exiting entirely with an estimated $9.83M sold.
- 99 institutional investors held Vanguard S&P Mid-Cap 400 Value ETF (IVOV) as of Q2 2021, up from 92 in Q1 2021.
- Funds reported $329M of Vanguard S&P Mid-Cap 400 Value ETF stock for Q2 2021, up 7.7% quarter-over-quarter.
- 15 funds opened new Vanguard S&P Mid-Cap 400 Value ETF positions in Q2 2021 and 7 closed out, a net change of +8 holders.
- The largest Vanguard S&P Mid-Cap 400 Value ETF buyer in Q2 2021 was 360 Financial, an estimated $4.49M added.
- The largest Vanguard S&P Mid-Cap 400 Value ETF seller in Q2 2021 was Aberdeen Wealth Management, an estimated $9.83M sold.
Based on aggregated 13F filings for Q2 2021.