Vanguard S&P Mid-Cap 400 Value ETF
IVOV
102 hedge funds and large institutions have $334M invested in Vanguard S&P Mid-Cap 400 Value ETF in 2022 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 31 reducing their positions, and 16 closing their positions.
4.11% more ownership
Funds ownership: 85.83% → 89.95% (+4.1%)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
3% less funds holding
Funds holding: 105 → 102 (-3)
9% less capital invested
Capital invested by funds: $365M → $334M (-$31.3M)
13% less repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 31
19% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIG
Ramiah Investment Group
Brookfield,
Wisconsin
|
+$21.2M |
| 2 |
Mariner
Overland Park,
Kansas
|
+$2.31M |
| 3 |
RT
Rockland Trust
Hanover,
Massachusetts
|
+$2M |
| 4 |
MA
Mutual Advisors
Omaha,
Nebraska
|
+$1.81M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$2.96M |
| 2 |
CIC
Cornercap Investment Counsel
Atlanta,
Georgia
|
-$2.73M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$2.3M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.56M |
| 5 |
PFM
Phillips Financial Management
Fort Wayne,
Indiana
|
-$1.47M |
IVOV Hedge Fund Activity: Q2 2022 in Review
102 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Value ETF (IVOV) for Q2 2022, worth a combined $334M — down 8.6% from $365M a quarter earlier.
Sellers outnumbered buyers: 16 funds closed out of IVOV and 13 opened new positions — a net loss of 3 holders — while 31 trimmed existing stakes and 27 added.
The largest buyer was Ramiah Investment Group, opening a new position worth an estimated $21.2M. The largest seller was Citadel Advisors, exiting entirely with an estimated $2.96M sold.
- 102 institutional investors held Vanguard S&P Mid-Cap 400 Value ETF (IVOV) as of Q2 2022, down from 105 in Q1 2022.
- Funds reported $334M of Vanguard S&P Mid-Cap 400 Value ETF stock for Q2 2022, down 8.6% quarter-over-quarter.
- 13 funds opened new Vanguard S&P Mid-Cap 400 Value ETF positions in Q2 2022 and 16 closed out, a net change of -3 holders.
- The largest Vanguard S&P Mid-Cap 400 Value ETF buyer in Q2 2022 was Ramiah Investment Group, an estimated $21.2M added.
- The largest Vanguard S&P Mid-Cap 400 Value ETF seller in Q2 2022 was Citadel Advisors, an estimated $2.96M sold.
Based on aggregated 13F filings for Q2 2022.