Vanguard Russell 2000 ETF
VTWO
167 hedge funds and large institutions have $470M invested in Vanguard Russell 2000 ETF in 2018 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 52 increasing their positions, 42 reducing their positions, and 30 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
37% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 30
24% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 42
7% more funds holding
Funds holding: 156 → 167 (+11)
6.63% more ownership
Funds ownership: 63.57% → 70.2% (+6.6%)
11% less capital invested
Capital invested by funds: $527M → $470M (-$57M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GA
Geller Advisors
New York
|
+$24.1M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$22.6M |
| 3 |
JP Morgan Chase
New York
|
+$13.6M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$10.5M |
| 5 |
MCP
Moab Capital Partners
Southampton,
New York
|
+$6.03M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KP
Keel Point
Huntsville,
Alabama
|
-$19M |
| 2 |
FA
FDx Advisors
Chicago,
Illinois
|
-$10.2M |
| 3 |
JIP
Jaffetilchin Investment Partners
Tampa,
Florida
|
-$8.52M |
| 4 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$7.94M |
| 5 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
-$7.46M |
VTWO Hedge Fund Activity: Q4 2018 in Review
167 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 2000 ETF (VTWO) for Q4 2018, worth a combined $470M — down 11% from $527M a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new VTWO positions and 30 closed out — a net gain of 11 holders — while 52 added to existing stakes and 42 trimmed.
The largest buyer was Geller Advisors, opening a new position worth an estimated $24.1M. The largest seller was Keel Point, cutting an estimated $19M.
- 167 institutional investors held Vanguard Russell 2000 ETF (VTWO) as of Q4 2018, up from 156 in Q3 2018.
- Funds reported $470M of Vanguard Russell 2000 ETF stock for Q4 2018, down 11% quarter-over-quarter.
- 41 funds opened new Vanguard Russell 2000 ETF positions in Q4 2018 and 30 closed out, a net change of +11 holders.
- The largest Vanguard Russell 2000 ETF buyer in Q4 2018 was Geller Advisors, an estimated $24.1M added.
- The largest Vanguard Russell 2000 ETF seller in Q4 2018 was Keel Point, an estimated $19M sold.
Based on aggregated 13F filings for Q4 2018.