Vanguard S&P Mid-Cap 400 Value ETF
IVOV
107 hedge funds and large institutions have $319M invested in Vanguard S&P Mid-Cap 400 Value ETF in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 34 increasing their positions, 28 reducing their positions, and 14 closing their positions.
21% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 28
0.19% more ownership
Funds ownership: 41.64% → 41.83% (+0.19%)
3% less funds holding
Funds holding: 110 → 107 (-3)
5% less capital invested
Capital invested by funds: $338M → $319M (-$18.4M)
14% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 14
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SC
Savant Capital
Rockford,
Illinois
|
+$4.63M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$2.75M |
| 3 |
Goldman Sachs
New York
|
+$1.53M |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$1.33M |
| 5 |
Comerica Bank
Dallas,
Texas
|
+$969K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.51M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$1.41M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.36M |
| 4 |
Mariner
Overland Park,
Kansas
|
-$1.07M |
| 5 |
PK
Pflug Koory
Omaha,
Nebraska
|
-$940K |
IVOV Hedge Fund Activity: Q3 2023 in Review
107 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Value ETF (IVOV) for Q3 2023, worth a combined $319M — down 5.4% from $338M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of IVOV and 12 opened new positions — a net loss of 2 holders — while 28 trimmed existing stakes and 34 added.
The largest buyer was Savant Capital, opening a new position worth an estimated $4.63M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $2.51M sold.
- 107 institutional investors held Vanguard S&P Mid-Cap 400 Value ETF (IVOV) as of Q3 2023, down from 110 in Q2 2023.
- Funds reported $319M of Vanguard S&P Mid-Cap 400 Value ETF stock for Q3 2023, down 5.4% quarter-over-quarter.
- 12 funds opened new Vanguard S&P Mid-Cap 400 Value ETF positions in Q3 2023 and 14 closed out, a net change of -2 holders.
- The largest Vanguard S&P Mid-Cap 400 Value ETF buyer in Q3 2023 was Savant Capital, an estimated $4.63M added.
- The largest Vanguard S&P Mid-Cap 400 Value ETF seller in Q3 2023 was Susquehanna International Group, an estimated $2.51M sold.
Based on aggregated 13F filings for Q3 2023.