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Vanguard Russell 2000 ETF
VTWO

62 hedge funds and large institutions have $262M invested in Vanguard Russell 2000 ETF in 2015 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

48% more capital invested

Capital invested by funds: $177M → $262M (+$85.2M)

12% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 17

2% more funds holding

Funds holding: 61 → 62 (+1)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
62
Holders Change
+1
Holders Change %
+1.64%
% of All Funds
1.67%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
8
Increased
19
Reduced
17
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$29.6M
2
UBS AM
UBS AM
Illinois
+$29.3M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$11.6M
4
CS
Credit Suisse
Switzerland
+$10.1M
5
FA
FDx Advisors
Illinois
+$7.11M

Top Sellers

Rank Fund Capital Flow
1
SG Americas Securities
SG Americas Securities
New York
-$4.83M
2
Bank of America
Bank of America
North Carolina
-$3.33M
3
HNB
Huntington National Bank
Ohio
-$2.94M
4
TRCT
Tower Research Capital (TRC)
New York
-$2.75M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.13M
Name Holding Trade Value Shares
Change 		Change in
Stake
MFS
51
MSI Financial Services
Massachusetts
$68K +$2.5K +50 +4%
KTC
52
Kistler-Tiffany Companies
Pennsylvania
$32K – – –
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$27K – – –
BFEC
54
Benjamin F. Edwards & Company
Missouri
$26K – – –
NFG
55
Next Financial Group
Texas
$26K – – –
MA
56
MUFG Americas
New York
$25K – – –
AIG
57
American International Group
New York
$10.5K – – –
HDIM
58
Hanson & Doremus Investment Management
Vermont
$8K – – –
US Bancorp
59
US Bancorp
Minnesota
$8K – – –
Fifth Third Bancorp
60
Fifth Third Bancorp
Ohio
$4K +$4K +80 New
1GA
61
1st Global Advisors
Texas
$1.21K -$12.4K -248 -1%
SCP
62
Syntal Capital Partners
Texas
$139 +$140K +2,788 New
VF
63
Virtu Financial
New York
– -$546K -10,970 Closed
WA
64
Wealth Architects
California
– -$269K -5,400 Closed
Creative Planning
65
Creative Planning
Kansas
– -$195K -3,906 Closed
MPWT
66
MassMutual Private Wealth & Trust
Connecticut
– -$7.07K -142 Closed
1 2
3

VTWO Hedge Fund Activity: Q2 2015 in Review

62 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 2000 ETF (VTWO) for Q2 2015, worth a combined $262M — up 48% from $177M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new VTWO positions and 5 closed out — a net gain of 3 holders — while 19 added to existing stakes and 17 trimmed.

The largest buyer was Ameriprise, adding an estimated $29.6M. The largest seller was SG Americas Securities, cutting an estimated $4.83M.

  • 62 institutional investors held Vanguard Russell 2000 ETF (VTWO) as of Q2 2015, up from 61 in Q1 2015.
  • Funds reported $262M of Vanguard Russell 2000 ETF stock for Q2 2015, up 48% quarter-over-quarter.
  • 8 funds opened new Vanguard Russell 2000 ETF positions in Q2 2015 and 5 closed out, a net change of +3 holders.
  • The largest Vanguard Russell 2000 ETF buyer in Q2 2015 was Ameriprise, an estimated $29.6M added.
  • The largest Vanguard Russell 2000 ETF seller in Q2 2015 was SG Americas Securities, an estimated $4.83M sold.

Based on aggregated 13F filings for Q2 2015.