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Vanguard Russell 1000 ETF

223 hedge funds and large institutions have $2.01B invested in Vanguard Russell 1000 ETF in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 59 increasing their positions, 81 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,116% more call options, than puts

Call options by funds: $2.14M | Put options by funds: $176K

108% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 13

4% more funds holding

Funds holding: 214223 (+9)

0% more funds holding in top 10

Funds holding in top 10: 1616 (0)

4.81% less ownership

Funds ownership: 62.77%57.97% (-4.8%)

9% less capital invested

Capital invested by funds: $2.22B → $2.01B (-$206M)

27% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 81

Holders
223
Holders Change
+9
Holders Change %
+4.21%
% of All Funds
3.55%
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.25%
New
27
Increased
59
Reduced
81
Closed
13
Calls
$2.14M
Puts
$176K
Net Calls
+$1.96M
Net Calls Change
+$3.24M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$220M +$7.83K +43 +0%
DLIC
2
Daido Life Insurance Company
Japan
$185M
RCIM
3
Red Cedar Investment Management
Michigan
$133M -$14.7M -80,864 -10%
UBS Group
4
UBS Group
Switzerland
$111M -$11.8M -64,980 -10%
Ameriprise
5
Ameriprise
Minnesota
$93.3M +$78.4M +430,604 +616%
APW
6
Austin Private Wealth
Texas
$73.3M +$2.47M +13,582 +4%
Cerity Partners
7
Cerity Partners
New York
$64.8M +$94.5K +519 +0.1%
EWA
8
EP Wealth Advisors
California
$57.8M +$78.3M +430,142 +33,344%
Morgan Stanley
9
Morgan Stanley
New York
$54.9M -$9.87M -54,175 -16%
WA
10
Waverly Advisors
Alabama
$53.8M -$132K -726 -0.3%
Bank of America
11
Bank of America
North Carolina
$49.5M -$111M -610,411 -70%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$40.6M -$5.68M -31,193 -13%
PCMC
13
Private Capital Management (Colorado)
Colorado
$39.5M +$1.67M +9,156 +5%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$33.9M +$1.24M +6,794 +4%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$33.9M -$242M -1,329,851 -88%
Stifel Financial
16
Stifel Financial
Missouri
$32.1M +$2.65M +14,554 +9%
Goldman Sachs
17
Goldman Sachs
New York
$31.5M -$6.08M -33,363 -17%
Wells Fargo
18
Wells Fargo
California
$31.1M -$5.19M -28,475 -15%
RJA
19
Raymond James & Associates
Florida
$30.1M -$1.64M -9,028 -5%
SWM
20
SigFig Wealth Management
California
$28.7M +$28M +153,860 New
LPL Financial
21
LPL Financial
California
$24.1M +$1.52M +8,373 +7%
Mercer Global Advisors
22
Mercer Global Advisors
Colorado
$23.9M -$3.75M -20,602 -14%
EW
23
Evoke Wealth
California
$22.9M -$14.4M -79,180 -39%
HP
24
Hilltop Partners
Indiana
$22.8M +$921K +5,055 +4%
AWS
25
Atria Wealth Solutions
New York
$22.8M -$574K -3,153 -3%