Vanguard Russell 2000 ETF
VTWO
313 hedge funds and large institutions have $2.34B invested in Vanguard Russell 2000 ETF in 2021 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 125 increasing their positions, 70 reducing their positions, and 16 closing their positions.
306% more first-time investments, than exits
New positions opened: 65 | Existing positions closed: 16
79% more repeat investments, than reductions
Existing positions increased: 125 | Existing positions reduced: 70
43% more capital invested
Capital invested by funds: $1.64B → $2.34B (+$699M)
29% more funds holding in top 10
Funds holding in top 10: 14 → 18 (+4)
18% more funds holding
Funds holding: 266 → 313 (+47)
13% more call options, than puts
Call options by funds: $4.12M | Put options by funds: $3.65M
1.85% less ownership
Funds ownership: 101.44% → 99.59% (-1.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIFH
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
+$625M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
+$117M |
| 3 |
Mirae Asset Global Investments
Seoul,
South Korea
|
+$51M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$31M |
| 5 |
AIA
Angeles Investment Advisors
Santa Monica,
California
|
+$16.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$310M |
| 2 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$48.4M |
| 3 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$12.7M |
| 4 |
HW
Hamilton Wealth
Encino,
California
|
-$8.45M |
| 5 |
FCBT
First Citizens Bank & Trust
Raleigh,
North Carolina
|
-$7.98M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
COCM
326
Charter Oak Capital Management
Portsmouth,
New Hampshire
| – | -$24K | -300 | Closed |
|
|
ICP
327
Interchange Capital Partners
Pittsburgh,
Pennsylvania
| – | -$6K | -82 | Closed |
|
|
T2I
328
Turim 21 Investimentos
Rio De Janeiro,
Brazil
| – | -$3K | -38 | Closed |
|
|
BAM
329
Bellevue Asset Management
Bellevue,
Washington
| – | -$3K | -32 | Closed |
|
330
UBS Group
Zurich,
Switzerland
| – | +$6.53M | +74,142 | +6% |
|
VTWO Hedge Fund Activity: Q1 2021 in Review
313 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 2000 ETF (VTWO) for Q1 2021, worth a combined $2.34B — up 43% from $1.64B a quarter earlier.
Buyers outnumbered sellers: 65 funds opened new VTWO positions and 16 closed out — a net gain of 49 holders — while 125 added to existing stakes and 70 trimmed.
The largest buyer was Migdal Insurance & Financial Holdings, opening a new position worth an estimated $625M. The largest seller was Morgan Stanley, cutting an estimated $310M.
- 313 institutional investors held Vanguard Russell 2000 ETF (VTWO) as of Q1 2021, up from 266 in Q4 2020.
- Funds reported $2.34B of Vanguard Russell 2000 ETF stock for Q1 2021, up 43% quarter-over-quarter.
- 65 funds opened new Vanguard Russell 2000 ETF positions in Q1 2021 and 16 closed out, a net change of +49 holders.
- The largest Vanguard Russell 2000 ETF buyer in Q1 2021 was Migdal Insurance & Financial Holdings, an estimated $625M added.
- The largest Vanguard Russell 2000 ETF seller in Q1 2021 was Morgan Stanley, an estimated $310M sold.
Based on aggregated 13F filings for Q1 2021.