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Vanguard Russell 2000 ETF

415 hedge funds and large institutions have $3.65B invested in Vanguard Russell 2000 ETF in 2022 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 157 increasing their positions, 95 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

207% more call options, than puts

Call options by funds: $4.45M | Put options by funds: $1.45M

163% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 32

65% more repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 95

39% more capital invested

Capital invested by funds: $2.64B → $3.65B (+$1.02B)

11% more funds holding

Funds holding: 374415 (+41)

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

1.48% more ownership

Funds ownership: 55.3%56.78% (+1.5%)

Holders
415
Holders Change
+41
Holders Change %
+10.96%
% of All Funds
6.67%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.21%
New
84
Increased
157
Reduced
95
Closed
32
Calls
$4.45M
Puts
$1.45M
Net Calls
+$3M
Net Calls Change
+$1.18M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
226
Fidelity Investments
Massachusetts
$408K +$76.3K +1,062 +22%
FIA
227
Foundations Investment Advisors
Arizona
$401K +$410K +5,700 New
BBPWM
228
Blue Bell Private Wealth Management
Pennsylvania
$392K
AIA
229
Alera Investment Advisors
Illinois
$388K +$23K +320 +6%
SI
230
Stephens Inc
Arkansas
$375K
STA
231
Summit Trail Advisors
New York
$375K +$383K +5,325 New
AIC
232
Archer Investment Corporation
Indiana
$367K +$375K +5,215 +74,500%
PA
233
Parallel Advisors
California
$364K +$85.9K +1,195 +30%
TVAMP
234
Tennessee Valley Asset Management Partners
Tennessee
$358K +$35.9K +499 +11%
MW
235
Marcum Wealth
Ohio
$356K -$3.95K -55 -1%
Qube Research & Technologies (QRT)
236
Qube Research & Technologies (QRT)
United Kingdom
$355K +$230K +3,196 +173%
PCA
237
Pallas Capital Advisors
Massachusetts
$355K
FAN
238
Financial Advisors Network
California
$350K
RWM
239
RKL Wealth Management
Pennsylvania
$350K +$3.52K +49 +1%
BAM
240
Belpointe Asset Management
Nevada
$350K +$97.5K +1,357 +38%
BWM
241
Baystate Wealth Management
Massachusetts
$349K +$3.66K +51 +1%
BPA
242
Beacon Pointe Advisors
California
$348K +$72.3K +1,006 +26%
EWM
243
Edge Wealth Management
New York
$339K +$348K +4,850 New
SAM
244
SignalPoint Asset Management
Missouri
$339K +$51.6K +718 +18%
PCG
245
Prosperity Consulting Group
Maryland
$337K +$3.02K +42 +0.9%
FA
246
Flagstar Advisors
New York
$336K +$1.15K +16 +0.3%
CCM
247
Cribstone Capital Management
Maine
$335K -$31K -432 -8%
GLA
248
Good Life Advisors
Pennsylvania
$331K +$3.23K +45 +1%
PCA
249
Personal Capital Advisors
California
$330K +$86.2K +1,199 +34%
FCFC
250
First Commonwealth Financial Corp
Pennsylvania
$324K -$21.5K -299 -6%

VTWO Hedge Fund Activity: Q4 2022 in Review

415 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 2000 ETF (VTWO) for Q4 2022, worth a combined $3.65B — up 39% from $2.64B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new VTWO positions and 32 closed out — a net gain of 52 holders — while 157 added to existing stakes and 95 trimmed.

The largest buyer was Mirae Asset Global Investments, adding an estimated $66.5M. The largest seller was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, exiting entirely with an estimated $40M sold.

  • 415 institutional investors held Vanguard Russell 2000 ETF (VTWO) as of Q4 2022, up from 374 in Q3 2022.
  • Funds reported $3.65B of Vanguard Russell 2000 ETF stock for Q4 2022, up 39% quarter-over-quarter.
  • 84 funds opened new Vanguard Russell 2000 ETF positions in Q4 2022 and 32 closed out, a net change of +52 holders.
  • The largest Vanguard Russell 2000 ETF buyer in Q4 2022 was Mirae Asset Global Investments, an estimated $66.5M added.
  • The largest Vanguard Russell 2000 ETF seller in Q4 2022 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $40M sold.

Based on aggregated 13F filings for Q4 2022.