Vanguard S&P Mid-Cap 400 Value ETF
IVOV
66 hedge funds and large institutions have $139M invested in Vanguard S&P Mid-Cap 400 Value ETF in 2020 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 22 increasing their positions, 15 reducing their positions, and 7 closing their positions.
57% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 7
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
47% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 15
6% more funds holding
Funds holding: 62 → 66 (+4)
3.53% less ownership
Funds ownership: 63.31% → 59.79% (-3.5%)
8% less capital invested
Capital invested by funds: $152M → $139M (-$12.9M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
Aberdeen Wealth Management
Lake Bluff,
Illinois
|
+$8.06M |
| 2 |
RRC
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
+$3.49M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$2.99M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.75M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$2.17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mariner
Overland Park,
Kansas
|
-$40.3M |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
-$1.5M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.2M |
| 4 |
AWM
Avior Wealth Management
Omaha,
Nebraska
|
-$765K |
| 5 |
RWP
RWA Wealth Partners
Newton,
Massachusetts
|
-$455K |
IVOV Hedge Fund Activity: Q3 2020 in Review
66 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Value ETF (IVOV) for Q3 2020, worth a combined $139M — down 8.5% from $152M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new IVOV positions and 7 closed out — a net gain of 4 holders — while 22 added to existing stakes and 15 trimmed.
The largest buyer was Aberdeen Wealth Management, opening a new position worth an estimated $8.06M. The largest seller was Mariner, exiting entirely with an estimated $40.3M sold.
- 66 institutional investors held Vanguard S&P Mid-Cap 400 Value ETF (IVOV) as of Q3 2020, up from 62 in Q2 2020.
- Funds reported $139M of Vanguard S&P Mid-Cap 400 Value ETF stock for Q3 2020, down 8.5% quarter-over-quarter.
- 11 funds opened new Vanguard S&P Mid-Cap 400 Value ETF positions in Q3 2020 and 7 closed out, a net change of +4 holders.
- The largest Vanguard S&P Mid-Cap 400 Value ETF buyer in Q3 2020 was Aberdeen Wealth Management, an estimated $8.06M added.
- The largest Vanguard S&P Mid-Cap 400 Value ETF seller in Q3 2020 was Mariner, an estimated $40.3M sold.
Based on aggregated 13F filings for Q3 2020.