Vanguard S&P Mid-Cap 400 Value ETF
IVOV
62 hedge funds and large institutions have $152M invested in Vanguard S&P Mid-Cap 400 Value ETF in 2020 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 18 increasing their positions, 17 reducing their positions, and 14 closing their positions.
6% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 17
1.58% less ownership
Funds ownership: 33.23% → 31.66% (-1.6%)
3% less funds holding
Funds holding: 64 → 62 (-2)
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)
55% less capital inflows, than outflows
Capital inflows: $12.1M | Capital outflows: $26.6M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Rockland Trust
Hanover,
Massachusetts
|
+$3.1M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$1.65M |
| 3 |
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.18M |
| 4 |
Lutz Financial Services
Omaha,
Nebraska
|
+$991K |
| 5 |
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$927K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
Aberdeen Wealth Management
Lake Bluff,
Illinois
|
-$6.39M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$4.02M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.65M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.94M |
| 5 |
Tower Research Capital (TRC)
New York
|
-$2.9M |
IVOV Hedge Fund Activity: Q2 2020 in Review
62 of the 4,890 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Value ETF (IVOV) for Q2 2020, worth a combined $152M — up 5.3% from $145M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of IVOV and 12 opened new positions — a net loss of 2 holders — while 17 trimmed existing stakes and 18 added.
The largest buyer was Rockland Trust, adding an estimated $3.1M. The largest seller was Aberdeen Wealth Management, exiting entirely with an estimated $6.39M sold.
- 62 institutional investors held Vanguard S&P Mid-Cap 400 Value ETF (IVOV) as of Q2 2020, down from 64 in Q1 2020.
- Funds reported $152M of Vanguard S&P Mid-Cap 400 Value ETF stock for Q2 2020, up 5.3% quarter-over-quarter.
- 12 funds opened new Vanguard S&P Mid-Cap 400 Value ETF positions in Q2 2020 and 14 closed out, a net change of -2 holders.
- The largest Vanguard S&P Mid-Cap 400 Value ETF buyer in Q2 2020 was Rockland Trust, an estimated $3.1M added.
- The largest Vanguard S&P Mid-Cap 400 Value ETF seller in Q2 2020 was Aberdeen Wealth Management, an estimated $6.39M sold.
Based on aggregated 13F filings for Q2 2020.