Vanguard S&P Mid-Cap 400 Value ETF
IVOV
99 hedge funds and large institutions have $319M invested in Vanguard S&P Mid-Cap 400 Value ETF in 2022 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 30 reducing their positions, and 9 closing their positions.
11% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 9
5% more capital invested
Capital invested by funds: $304M → $319M (+$15.2M)
0% more funds holding
Funds holding: 99 → 99 (0)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
1.83% less ownership
Funds ownership: 85.93% → 84.1% (-1.8%)
20% less repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 30
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.63M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$810K |
| 3 |
KeyBank National Association
Cleveland,
Ohio
|
+$739K |
| 4 |
LPL Financial
San Diego,
California
|
+$673K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$576K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.37M |
| 2 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
-$2.88M |
| 3 |
SPIA
Steward Partners Investment Advisory
New York
|
-$2.39M |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$2.3M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$2.27M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWM
101
AE Wealth Management
Topeka,
Kansas
| – | -$925K | -13,336 | Closed |
|
102
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| – | -$317K | -4,574 | Closed |
|
103
Jane Street
New York
| – | -$317K | -4,570 | Closed |
|
|
BIA
104
BHK Investment Advisors
Birmingham,
Alabama
| – | -$305K | -4,400 | Closed |
|
105
Mercer Global Advisors
Denver,
Colorado
| – | -$302K | -4,352 | Closed |
|
|
WB
106
West Bancorporation
West Des Moines,
Iowa
| – | -$80K | -1,146 | Closed |
|
|
PWC
107
PYA Waltman Capital
Knoxville,
Tennessee
| – | -$56K | -814 | Closed |
|
|
HGERS
108
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
| – | -$16K | -240 | Closed |
|
IVOV Hedge Fund Activity: Q4 2022 in Review
99 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Value ETF (IVOV) for Q4 2022, worth a combined $319M — up 5% from $304M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new IVOV positions and 9 closed out — a net gain of 1 holder — while 24 added to existing stakes and 30 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $1.63M. The largest seller was Susquehanna International Group, cutting an estimated $3.37M.
- 99 institutional investors held Vanguard S&P Mid-Cap 400 Value ETF (IVOV) as of Q4 2022, unchanged from Q3 2022.
- Funds reported $319M of Vanguard S&P Mid-Cap 400 Value ETF stock for Q4 2022, up 5% quarter-over-quarter.
- 10 funds opened new Vanguard S&P Mid-Cap 400 Value ETF positions in Q4 2022 and 9 closed out, a net change of +1 holder.
- The largest Vanguard S&P Mid-Cap 400 Value ETF buyer in Q4 2022 was Royal Bank of Canada, an estimated $1.63M added.
- The largest Vanguard S&P Mid-Cap 400 Value ETF seller in Q4 2022 was Susquehanna International Group, an estimated $3.37M sold.
Based on aggregated 13F filings for Q4 2022.