Vanguard S&P Mid-Cap 400 Value ETF
IVOV
123 hedge funds and large institutions have $374M invested in Vanguard S&P Mid-Cap 400 Value ETF in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 38 reducing their positions, and 10 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
20% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 10
0.39% more ownership
Funds ownership: 43.33% → 43.72% (+0.39%)
1% less funds holding
Funds holding: 124 → 123 (-1)
4% less capital invested
Capital invested by funds: $388M → $374M (-$14.3M)
29% less repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 38
Top Buyers
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$2.57M |
| 2 |
P
&Partners
Nashville,
Tennessee
|
+$1.79M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$1.75M |
| 4 |
Morgan Stanley
New York
|
+$1.34M |
| 5 |
OC
Oppenheimer & Co
New York
|
+$675K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Fisher Asset Management
Camas,
Washington
| – | -$290K | -3,197 | Closed |
|
127
Corient Private Wealth
Miami,
Florida
| – | -$259K | -2,849 | Closed |
|
|
KFGK
128
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
| – | -$227K | -2,499 | Closed |
|
|
VF
129
Virtu Financial
New York
| – | -$219K | -2,412 | Closed |
|
130
Jane Street
New York
| – | -$218K | -2,404 | Closed |
|
131
Qube Research & Technologies (QRT)
London,
United Kingdom
| – | -$69.2K | -762 | Closed |
|
|
AF
132
Allworth Financial
Folsom,
California
| – | -$24.7K | -272 | Closed |
|
|
IA
133
IFP Advisors
Tampa,
Florida
| – | -$23.6K | -260 | Closed |
|
IVOV Hedge Fund Activity: Q2 2024 in Review
123 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Value ETF (IVOV) for Q2 2024, worth a combined $374M — down 3.7% from $388M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new IVOV positions and 10 closed out — a net gain of 2 holders — while 27 added to existing stakes and 38 trimmed.
The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $2.57M. The largest seller was Wells Fargo, cutting an estimated $3.55M.
- 123 institutional investors held Vanguard S&P Mid-Cap 400 Value ETF (IVOV) as of Q2 2024, down from 124 in Q1 2024.
- Funds reported $374M of Vanguard S&P Mid-Cap 400 Value ETF stock for Q2 2024, down 3.7% quarter-over-quarter.
- 12 funds opened new Vanguard S&P Mid-Cap 400 Value ETF positions in Q2 2024 and 10 closed out, a net change of +2 holders.
- The largest Vanguard S&P Mid-Cap 400 Value ETF buyer in Q2 2024 was Northwestern Mutual Wealth Management, an estimated $2.57M added.
- The largest Vanguard S&P Mid-Cap 400 Value ETF seller in Q2 2024 was Wells Fargo, an estimated $3.55M sold.
Based on aggregated 13F filings for Q2 2024.