Vanguard S&P Mid-Cap 400 Value ETF
IVOV
100 hedge funds and large institutions have $351M invested in Vanguard S&P Mid-Cap 400 Value ETF in 2021 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 40 increasing their positions, 20 reducing their positions, and 11 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 20
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
1% more funds holding
Funds holding: 99 → 100 (+1)
9% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 11
3% more capital invested
Capital invested by funds: $339M → $351M (+$11.8M)
2.24% less ownership
Funds ownership: 85.52% → 83.28% (-2.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
Aberdeen Wealth Management
Lake Bluff,
Illinois
|
+$10.6M |
| 2 |
3F
360 Financial
Wayzata,
Minnesota
|
+$1.76M |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
+$1.35M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.06M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$6.08M |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$3.61M |
| 3 |
Goldman Sachs
New York
|
-$3.51M |
| 4 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
-$3.05M |
| 5 |
CIC
Cornercap Investment Counsel
Atlanta,
Georgia
|
-$2.68M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
101
Vanguard Group
Malvern,
Pennsylvania
| – | -$6.08M | -76,378 | Closed |
|
|
102
Goldman Sachs
New York
| – | -$3.51M | -44,154 | Closed |
|
|
CIC
103
Cornercap Investment Counsel
Atlanta,
Georgia
| – | -$2.68M | -33,722 | Closed |
|
|
JWCA
104
J.W. Cole Advisors
Tampa,
Florida
| – | -$3.05M | -25,304 | Closed |
|
|
FTUS
105
Flow Traders U.S.
New York
| – | -$1.93M | -24,258 | Closed |
|
|
TRCT
106
Tower Research Capital (TRC)
New York
| – | -$959K | -12,060 | Closed |
|
|
IFWM
107
Institute for Wealth Management
Denver,
Colorado
| – | -$406K | -5,100 | Closed |
|
|
LWM
108
Liberty Wealth Management
Oakland,
California
| – | -$18K | -232 | Closed |
|
|
SFA
109
Semmax Financial Advisors
Winston Salem,
North Carolina
| – | -$13K | -166 | Closed |
|
|
KIG
110
Kowal Investment Group
Brookfield,
Wisconsin
| – | -$10K | -120 | Closed |
|
|
JCM
111
Jacobi Capital Management
Pittston,
Pennsylvania
| – | -$4K | -50 | Closed |
|
IVOV Hedge Fund Activity: Q4 2021 in Review
100 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Value ETF (IVOV) for Q4 2021, worth a combined $351M — up 3.5% from $339M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new IVOV positions and 11 closed out — a net gain of 1 holder — while 40 added to existing stakes and 20 trimmed.
The largest buyer was Aberdeen Wealth Management, opening a new position worth an estimated $10.6M. The largest seller was Vanguard Group, exiting entirely with an estimated $6.08M sold.
- 100 institutional investors held Vanguard S&P Mid-Cap 400 Value ETF (IVOV) as of Q4 2021, up from 99 in Q3 2021.
- Funds reported $351M of Vanguard S&P Mid-Cap 400 Value ETF stock for Q4 2021, up 3.5% quarter-over-quarter.
- 12 funds opened new Vanguard S&P Mid-Cap 400 Value ETF positions in Q4 2021 and 11 closed out, a net change of +1 holder.
- The largest Vanguard S&P Mid-Cap 400 Value ETF buyer in Q4 2021 was Aberdeen Wealth Management, an estimated $10.6M added.
- The largest Vanguard S&P Mid-Cap 400 Value ETF seller in Q4 2021 was Vanguard Group, an estimated $6.08M sold.
Based on aggregated 13F filings for Q4 2021.