Vanguard S&P Mid-Cap 400 Value ETF
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.
150% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 6
31% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 26
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
5% more funds holding
Funds holding: 100 → 105 (+5)
2.55% more ownership
Funds ownership: 83.28% → 85.83% (+2.6%)
4% more capital invested
Capital invested by funds: $351M → $365M (+$14.4M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$5.55M |
| 2 |
CIC
Cornercap Investment Counsel
Atlanta,
Georgia
|
+$2.67M |
| 3 |
RT
Rockland Trust
Hanover,
Massachusetts
|
+$2.18M |
| 4 |
SPIA
Steward Partners Investment Advisory
New York
|
+$2.13M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.91M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$4.32M |
| 2 |
PA
PFG Advisors
Phoenix,
Arizona
|
-$1.14M |
| 3 |
SI
Stephens Inc
Little Rock,
Arkansas
|
-$518K |
| 4 |
AWM
Avior Wealth Management
Omaha,
Nebraska
|
-$463K |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$449K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIM
101
Anchor Investment Management
Columbia,
South Carolina
| $11.6K | – | – | – |
|
|
PB
102
Pinnacle Bancorp
Beatrice,
Nebraska
| $10K | – | – | – |
|
|
WFA
103
WestHill Financial Advisors
San Rafael,
California
| $8K | -$1.97K | -24 | -21% |
|
|
LFG
104
Larson Financial Group
St Louis,
Missouri
| $2K | -$41.1K | -500 | -95% |
|
|
105
Baird Financial Group
Milwaukee,
Wisconsin
| – | -$4.32M | -51,256 | Closed |
|
|
PA
106
PFG Advisors
Phoenix,
Arizona
| – | -$1.14M | -13,560 | Closed |
|
|
SI
107
Stephens Inc
Little Rock,
Arkansas
| – | -$518K | -6,146 | Closed |
|
108
Cerity Partners
New York
| – | -$245K | -2,904 | Closed |
|
|
SCA
109
Snowden Capital Advisors
New York
| – | -$32K | -380 | Closed |
|
|
AWA
110
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
| – | -$19K | -234 | Closed |
|
IVOV Hedge Fund Activity: Q1 2022 in Review
105 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Value ETF (IVOV) for Q1 2022, worth a combined $365M — up 4.1% from $351M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new IVOV positions and 6 closed out — a net gain of 9 holders — while 34 added to existing stakes and 26 trimmed.
The largest buyer was Bank of America, adding an estimated $5.55M. The largest seller was Baird Financial Group, exiting entirely with an estimated $4.32M sold.
- 105 institutional investors held Vanguard S&P Mid-Cap 400 Value ETF (IVOV) as of Q1 2022, up from 100 in Q4 2021.
- Funds reported $365M of Vanguard S&P Mid-Cap 400 Value ETF stock for Q1 2022, up 4.1% quarter-over-quarter.
- 15 funds opened new Vanguard S&P Mid-Cap 400 Value ETF positions in Q1 2022 and 6 closed out, a net change of +9 holders.
- The largest Vanguard S&P Mid-Cap 400 Value ETF buyer in Q1 2022 was Bank of America, an estimated $5.55M added.
- The largest Vanguard S&P Mid-Cap 400 Value ETF seller in Q1 2022 was Baird Financial Group, an estimated $4.32M sold.
Based on aggregated 13F filings for Q1 2022.