Vanguard S&P Mid-Cap 400 Value ETF
IVOV
124 hedge funds and large institutions have $388M invested in Vanguard S&P Mid-Cap 400 Value ETF in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 27 increasing their positions, 38 reducing their positions, and 9 closing their positions.
89% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 9
6% more capital invested
Capital invested by funds: $365M → $388M (+$23.5M)
6% more funds holding
Funds holding: 117 → 124 (+7)
0.67% more ownership
Funds ownership: 42.65% → 43.33% (+0.67%)
29% less repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 38
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OWA
Octavia Wealth Advisors
Cincinnati,
Ohio
|
+$13.8M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$2.14M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.63M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.37M |
| 5 |
Morgan Stanley
New York
|
+$1.22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$11.4M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$994K |
| 3 |
LPL Financial
San Diego,
California
|
-$802K |
| 4 |
LFS
Lutz Financial Services
Omaha,
Nebraska
|
-$656K |
| 5 |
SC
Savant Capital
Rockford,
Illinois
|
-$522K |
IVOV Hedge Fund Activity: Q1 2024 in Review
124 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Mid-Cap 400 Value ETF (IVOV) for Q1 2024, worth a combined $388M — up 6.4% from $365M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new IVOV positions and 9 closed out — a net gain of 8 holders — while 27 added to existing stakes and 38 trimmed.
The largest buyer was Octavia Wealth Advisors, opening a new position worth an estimated $13.8M. The largest seller was Bank of America, cutting an estimated $11.4M.
- 124 institutional investors held Vanguard S&P Mid-Cap 400 Value ETF (IVOV) as of Q1 2024, up from 117 in Q4 2023.
- Funds reported $388M of Vanguard S&P Mid-Cap 400 Value ETF stock for Q1 2024, up 6.4% quarter-over-quarter.
- 17 funds opened new Vanguard S&P Mid-Cap 400 Value ETF positions in Q1 2024 and 9 closed out, a net change of +8 holders.
- The largest Vanguard S&P Mid-Cap 400 Value ETF buyer in Q1 2024 was Octavia Wealth Advisors, an estimated $13.8M added.
- The largest Vanguard S&P Mid-Cap 400 Value ETF seller in Q1 2024 was Bank of America, an estimated $11.4M sold.
Based on aggregated 13F filings for Q1 2024.