Vanguard S&P Mid-Cap 400 Value ETF
IVOV
106 hedge funds and large institutions have $332M invested in Vanguard S&P Mid-Cap 400 Value ETF in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 31 increasing their positions, 28 reducing their positions, and 9 closing their positions.
89% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 9
11% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 28
7% more funds holding
Funds holding: 99 → 106 (+7)
4% more capital invested
Capital invested by funds: $319M → $332M (+$12.7M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
42.21% less ownership
Funds ownership: 84.1% → 41.89% (-42%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$2.62M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.68M |
| 3 |
BFG
Bleakley Financial Group
Fairfield,
New Jersey
|
+$1.64M |
| 4 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$1.64M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mariner
Overland Park,
Kansas
|
-$4.51M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.09M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.99M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$1.83M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$1.37M |
IVOV Hedge Fund Activity: Q1 2023 in Review
106 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Value ETF (IVOV) for Q1 2023, worth a combined $332M — up 4% from $319M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new IVOV positions and 9 closed out — a net gain of 8 holders — while 31 added to existing stakes and 28 trimmed.
The largest buyer was Bank of America, adding an estimated $2.62M. The largest seller was Mariner, cutting an estimated $4.51M.
- 106 institutional investors held Vanguard S&P Mid-Cap 400 Value ETF (IVOV) as of Q1 2023, up from 99 in Q4 2022.
- Funds reported $332M of Vanguard S&P Mid-Cap 400 Value ETF stock for Q1 2023, up 4% quarter-over-quarter.
- 17 funds opened new Vanguard S&P Mid-Cap 400 Value ETF positions in Q1 2023 and 9 closed out, a net change of +8 holders.
- The largest Vanguard S&P Mid-Cap 400 Value ETF buyer in Q1 2023 was Bank of America, an estimated $2.62M added.
- The largest Vanguard S&P Mid-Cap 400 Value ETF seller in Q1 2023 was Mariner, an estimated $4.51M sold.
Based on aggregated 13F filings for Q1 2023.