Vanguard Russell 2000 ETF
VTWO
52 hedge funds and large institutions have $148M invested in Vanguard Russell 2000 ETF in 2014 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 26 increasing their positions, 13 reducing their positions, and 1 closing their positions.
500% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 1
100% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 13
11% more funds holding
Funds holding: 47 → 52 (+5)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
12% less capital invested
Capital invested by funds: $169M → $148M (-$20.7M)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $880K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
+$3.92M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.83M |
| 3 |
UBS AM
Chicago,
Illinois
|
+$2.7M |
| 4 |
U
UBS
Zurich,
Switzerland
|
+$1.64M |
| 5 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$1.33M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$19.7M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$4.74M |
| 3 |
SG Americas Securities
New York
|
-$1.11M |
| 4 |
KL
Kinsight LLC
Birmingham,
Alabama
|
-$555K |
| 5 |
LIA
LBMC Investment Advisors
Brentwood,
Tennessee
|
-$414K |
VTWO Hedge Fund Activity: Q3 2014 in Review
52 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 2000 ETF (VTWO) for Q3 2014, worth a combined $148M — down 12% from $169M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new VTWO positions and 1 closed out — a net gain of 5 holders — while 26 added to existing stakes and 13 trimmed.
The largest buyer was TD Ameritrade Investment Management, adding an estimated $3.92M. The largest seller was Morgan Stanley, cutting an estimated $19.7M.
- 52 institutional investors held Vanguard Russell 2000 ETF (VTWO) as of Q3 2014, up from 47 in Q2 2014.
- Funds reported $148M of Vanguard Russell 2000 ETF stock for Q3 2014, down 12% quarter-over-quarter.
- 6 funds opened new Vanguard Russell 2000 ETF positions in Q3 2014 and 1 closed out, a net change of +5 holders.
- The largest Vanguard Russell 2000 ETF buyer in Q3 2014 was TD Ameritrade Investment Management, an estimated $3.92M added.
- The largest Vanguard Russell 2000 ETF seller in Q3 2014 was Morgan Stanley, an estimated $19.7M sold.
Based on aggregated 13F filings for Q3 2014.