Vanguard S&P Mid-Cap 400 Value ETF
IVOV
99 hedge funds and large institutions have $304M invested in Vanguard S&P Mid-Cap 400 Value ETF in 2022 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 30 reducing their positions, and 12 closing their positions.
3% less funds holding
Funds holding: 102 → 99 (-3)
4.01% less ownership
Funds ownership: 89.95% → 85.93% (-4%)
9% less capital invested
Capital invested by funds: $334M → $304M (-$29.6M)
13% less repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 30
25% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 12
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.68M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$2.29M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$2.01M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$1.8M |
| 5 |
GA
Gateway Advisory
Westfield,
New Jersey
|
+$1.67M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIG
Ramiah Investment Group
Brookfield,
Wisconsin
|
-$19.6M |
| 2 |
3F
360 Financial
Wayzata,
Minnesota
|
-$6.33M |
| 3 |
MA
Mutual Advisors
Omaha,
Nebraska
|
-$1.68M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$762K |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$584K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EWA
101
EP Wealth Advisors
Torrance,
California
| – | -$467K | -6,456 | Closed |
|
|
ARC
102
Advisor Resource Council
Dallas,
Texas
| – | -$444K | -6,150 | Closed |
|
|
BRWA
103
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$290K | -4,014 | Closed |
|
|
MP
104
McDonald Partners
Cleveland,
Ohio
| – | -$278K | -3,844 | Closed |
|
|
MGIA
105
Moneta Group Investment Advisors
St Louis,
Missouri
| – | -$250K | -3,460 | Closed |
|
106
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$177K | -2,446 | Closed |
|
107
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$150K | -2,072 | Closed |
|
|
AW
108
ACG Wealth
Atlanta,
Georgia
| – | -$103K | -1,428 | Closed |
|
|
RIM
109
Rockbridge Investment Management
Syracuse,
New York
| – | -$40.9K | -566 | Closed |
|
|
FCAS
110
First Command Advisory Services
Fort Worth,
Texas
| – | -$1K | -12 | Closed |
|
IVOV Hedge Fund Activity: Q3 2022 in Review
99 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Value ETF (IVOV) for Q3 2022, worth a combined $304M — down 8.9% from $334M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of IVOV and 9 opened new positions — a net loss of 3 holders — while 30 trimmed existing stakes and 26 added.
The largest buyer was Susquehanna International Group, adding an estimated $2.68M. The largest seller was Ramiah Investment Group, exiting entirely with an estimated $19.6M sold.
- 99 institutional investors held Vanguard S&P Mid-Cap 400 Value ETF (IVOV) as of Q3 2022, down from 102 in Q2 2022.
- Funds reported $304M of Vanguard S&P Mid-Cap 400 Value ETF stock for Q3 2022, down 8.9% quarter-over-quarter.
- 9 funds opened new Vanguard S&P Mid-Cap 400 Value ETF positions in Q3 2022 and 12 closed out, a net change of -3 holders.
- The largest Vanguard S&P Mid-Cap 400 Value ETF buyer in Q3 2022 was Susquehanna International Group, an estimated $2.68M added.
- The largest Vanguard S&P Mid-Cap 400 Value ETF seller in Q3 2022 was Ramiah Investment Group, an estimated $19.6M sold.
Based on aggregated 13F filings for Q3 2022.