Vanguard Russell 3000 ETF
VTHR
71 hedge funds and large institutions have $98.9M invested in Vanguard Russell 3000 ETF in 2020 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 20 reducing their positions, and 9 closing their positions.
22% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 9
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3% less funds holding
Funds holding: 73 → 71 (-2)
2.88% less ownership
Funds ownership: 25.04% → 22.16% (-2.9%)
10% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 20
19% less capital invested
Capital invested by funds: $122M → $98.9M (-$23.1M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$10.6M |
| 2 |
BRWM
B. Riley Wealth Management
Memphis,
Tennessee
|
+$6.88M |
| 3 |
Goldman Sachs
New York
|
+$3.01M |
| 4 |
DPI
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
+$2.28M |
| 5 |
Jane Street
New York
|
+$2.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$10.3M |
| 2 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
-$2.56M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$2.37M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$2.35M |
| 5 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$1.89M |
VTHR Hedge Fund Activity: Q1 2020 in Review
71 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 3000 ETF (VTHR) for Q1 2020, worth a combined $98.9M — down 19% from $122M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new VTHR positions and 9 closed out — a net gain of 2 holders — while 18 added to existing stakes and 20 trimmed.
The largest buyer was Ameriprise, adding an estimated $10.6M. The largest seller was Credit Suisse, cutting an estimated $10.3M.
- 71 institutional investors held Vanguard Russell 3000 ETF (VTHR) as of Q1 2020, down from 73 in Q4 2019.
- Funds reported $98.9M of Vanguard Russell 3000 ETF stock for Q1 2020, down 19% quarter-over-quarter.
- 11 funds opened new Vanguard Russell 3000 ETF positions in Q1 2020 and 9 closed out, a net change of +2 holders.
- The largest Vanguard Russell 3000 ETF buyer in Q1 2020 was Ameriprise, an estimated $10.6M added.
- The largest Vanguard Russell 3000 ETF seller in Q1 2020 was Credit Suisse, an estimated $10.3M sold.
Based on aggregated 13F filings for Q1 2020.