Vanguard S&P Mid-Cap 400 Value ETF
IVOV
124 hedge funds and large institutions have $388M invested in Vanguard S&P Mid-Cap 400 Value ETF in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 26 increasing their positions, 39 reducing their positions, and 9 closing their positions.
89% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 9
6% more funds holding
Funds holding: 117 → 124 (+7)
1% more capital invested
Capital invested by funds: $384M → $388M (+$4.35M)
1.56% less ownership
Funds ownership: 44.89% → 43.33% (-1.6%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
33% less repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 39
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OWA
Octavia Wealth Advisors
Cincinnati,
Ohio
|
+$13.8M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$2.14M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.63M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.37M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$967K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$17.7M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$11.4M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$994K |
| 4 |
LPL Financial
San Diego,
California
|
-$802K |
| 5 |
LFS
Lutz Financial Services
Omaha,
Nebraska
|
-$656K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TW
126
TritonPoint Wealth
Chevy Chase,
Maryland
| – | -$274K | -3,142 | Closed |
|
|
FTUS
127
Flow Traders U.S.
New York
| – | -$264K | -3,024 | Closed |
|
|
ASN
128
Advisory Services Network
Atlanta,
Georgia
| – | -$242K | -2,773 | Closed |
|
|
BRWA
129
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$238K | -2,728 | Closed |
|
130
Stifel Financial
St. Louis,
Missouri
| – | -$226K | -2,594 | Closed |
|
|
EFS
131
Essex Financial Services
Essex,
Connecticut
| – | -$220K | -2,522 | Closed |
|
|
RIM
132
Rockbridge Investment Management
Syracuse,
New York
| – | -$189K | -2,171 | Closed |
|
|
CT
133
Cambridge Trust
Cambridge,
Massachusetts
| – | -$5.23K | -60 | Closed |
|
IVOV Hedge Fund Activity: Q1 2024 in Review
124 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Value ETF (IVOV) for Q1 2024, worth a combined $388M — up 1.1% from $384M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new IVOV positions and 9 closed out — a net gain of 8 holders — while 26 added to existing stakes and 39 trimmed.
The largest buyer was Octavia Wealth Advisors, opening a new position worth an estimated $13.8M. The largest seller was Morgan Stanley, cutting an estimated $17.7M.
- 124 institutional investors held Vanguard S&P Mid-Cap 400 Value ETF (IVOV) as of Q1 2024, up from 117 in Q4 2023.
- Funds reported $388M of Vanguard S&P Mid-Cap 400 Value ETF stock for Q1 2024, up 1.1% quarter-over-quarter.
- 17 funds opened new Vanguard S&P Mid-Cap 400 Value ETF positions in Q1 2024 and 9 closed out, a net change of +8 holders.
- The largest Vanguard S&P Mid-Cap 400 Value ETF buyer in Q1 2024 was Octavia Wealth Advisors, an estimated $13.8M added.
- The largest Vanguard S&P Mid-Cap 400 Value ETF seller in Q1 2024 was Morgan Stanley, an estimated $17.7M sold.
Based on aggregated 13F filings for Q1 2024.