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Vanguard Russell 1000 ETF

58 hedge funds and large institutions have $285M invested in Vanguard Russell 1000 ETF in 2017 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 22 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

4% more funds holding

Funds holding: 5658 (+2)

3.54% more ownership

Funds ownership: 35.76%39.29% (+3.5%)

2% more capital invested

Capital invested by funds: $280M → $285M (+$5.43M)

23% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 22

Holders
58
Holders Change
+2
Holders Change %
+3.57%
% of All Funds
1.45%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
7
Increased
17
Reduced
22
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS AM
1
UBS AM
Illinois
$66.1M +$752K +6,833 +1%
KL
2
Kinsight LLC
Alabama
$55.7M -$3.3M -29,922 -6%
UBS Group
3
UBS Group
Switzerland
$31.9M +$1.95M +17,731 +7%
AF
4
Alerus Financial
North Dakota
$22.1M -$956K -8,679 -4%
HNB
5
Huntington National Bank
Ohio
$11.6M
Wells Fargo
6
Wells Fargo
California
$11.4M +$428K +3,883 +4%
Northern Trust
7
Northern Trust
Illinois
$9.65M -$155K -1,409 -2%
NFG
8
Next Financial Group
Texas
$7.35M +$7.08M +64,308 +3,537%
Bank of America
9
Bank of America
North Carolina
$6.78M +$1.21M +11,013 +22%
1GA
10
1st Global Advisors
Texas
$6.19M
LPL Financial
11
LPL Financial
California
$4.62M -$501K -4,551 -10%
Jane Street
12
Jane Street
New York
$4.49M -$2.07M -18,757 -32%
Morgan Stanley
13
Morgan Stanley
New York
$3.75M -$288K -2,614 -7%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$3.38M -$27.1K -246 -0.8%
OCG
15
Opus Capital Group
Ohio
$2.96M
Neuberger Berman Group
16
Neuberger Berman Group
New York
$2.82M
RFC
17
Regions Financial Corp
Alabama
$2.53M +$841K +7,639 +50%
Comerica Bank
18
Comerica Bank
Texas
$2.5M -$84.8K -770 -3%
B
19
Bridgeworth
Alabama
$2.33M +$2.26M +20,541 New
KeyBank National Association
20
KeyBank National Association
Ohio
$2.32M +$154K +1,396 +7%
Creative Planning
21
Creative Planning
Kansas
$2.24M -$1.05M -9,500 -32%
M&T Bank
22
M&T Bank
New York
$2.17M -$93.1K -845 -4%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$2.08M -$53.5K -486 -3%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$1.97M -$6.94K -63 -0.4%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$1.76M +$183K +1,659 +12%

VONE Hedge Fund Activity: Q2 2017 in Review

58 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 1000 ETF (VONE) for Q2 2017, worth a combined $285M — up 1.9% from $280M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new VONE positions and 5 closed out — a net gain of 2 holders — while 17 added to existing stakes and 22 trimmed.

The largest buyer was Next Financial Group, adding an estimated $7.08M. The largest seller was Virtu Financial, exiting entirely with an estimated $3.92M sold.

  • 58 institutional investors held Vanguard Russell 1000 ETF (VONE) as of Q2 2017, up from 56 in Q1 2017.
  • Funds reported $285M of Vanguard Russell 1000 ETF stock for Q2 2017, up 1.9% quarter-over-quarter.
  • 7 funds opened new Vanguard Russell 1000 ETF positions in Q2 2017 and 5 closed out, a net change of +2 holders.
  • The largest Vanguard Russell 1000 ETF buyer in Q2 2017 was Next Financial Group, an estimated $7.08M added.
  • The largest Vanguard Russell 1000 ETF seller in Q2 2017 was Virtu Financial, an estimated $3.92M sold.

Based on aggregated 13F filings for Q2 2017.