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Vanguard Russell 2000 ETF

132 hedge funds and large institutions have $384M invested in Vanguard Russell 2000 ETF in 2017 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 41 increasing their positions, 33 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 6

26% more funds holding

Funds holding: 105132 (+27)

24% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 33

19% more capital invested

Capital invested by funds: $323M → $384M (+$60.3M)

7.84% more ownership

Funds ownership: 55.63%63.47% (+7.8%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
132
Holders Change
+27
Holders Change %
+25.71%
% of All Funds
2.99%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
33
Increased
41
Reduced
33
Closed
6
Calls
$624K
Puts
Net Calls
+$624K
Net Calls Change
+$1.2M
Name Holding Trade Value Shares
Change
Change in
Stake
NFG
76
Nations Financial Group
Iowa
$327K -$11.2K -186 -3%
RFC
77
Regions Financial Corp
Alabama
$326K
PAS
78
Park Avenue Securities
New York
$323K +$84K +1,394 +36%
DADC
79
D.A. Davidson & Co
Montana
$298K +$294K +4,870 New
PFO
80
Pathstone Family Office
New Jersey
$295K -$88.4K -1,466 -23%
ONB
81
Old National Bancorp
Indiana
$293K
PAG
82
Private Advisor Group
New Jersey
$290K -$473K -7,850 -63%
CAN
83
Cetera Advisor Networks
California
$279K +$241 +4 +0.1%
VF
84
Virtu Financial
New York
$277K +$31.5K +522 +13%
SWP
85
Stratos Wealth Partners
Ohio
$277K +$273K +4,532 New
CBT
86
Central Bank & Trust
Kentucky
$271K -$6.03K -100 -2%
Brown Advisory
87
Brown Advisory
Maryland
$253K
EVM
88
Eaton Vance Management
Massachusetts
$245K
Retirement Systems of Alabama
89
Retirement Systems of Alabama
Alabama
$237K +$234K +3,876 New
DAC
90
Dividend Assets Capital
South Carolina
$236K +$233K +3,866 New
OC
91
Oppenheimer & Co
New York
$232K -$2.65K -44 -1%
TL
92
TrueWealth LLC
Georgia
$210K +$207K +3,430 New
SB
93
Suntrust Banks
Georgia
$202K +$199K +3,308 New
APA
94
American Portfolios Advisors
New York
$197K +$195K +3,230 New
FDCDDQ
95
Federation des caisses Desjardins du Quebec
Quebec, Canada
$162K
AF
96
Allworth Financial
California
$152K -$24.8K -412 -14%
PAM
97
Panagora Asset Management
Massachusetts
$141K +$8.92K +148 +7%
WAM
98
Wealthspire Advisors (Maryland)
Maryland
$137K
IA
99
IFP Advisors
Florida
$111K +$33K +548 +43%
DBT
100
Dubuque Bank & Trust
Iowa
$108K

VTWO Hedge Fund Activity: Q4 2017 in Review

132 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 2000 ETF (VTWO) for Q4 2017, worth a combined $384M — up 19% from $323M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new VTWO positions and 6 closed out — a net gain of 27 holders — while 41 added to existing stakes and 33 trimmed.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $10.8M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $2.81M.

  • 132 institutional investors held Vanguard Russell 2000 ETF (VTWO) as of Q4 2017, up from 105 in Q3 2017.
  • Funds reported $384M of Vanguard Russell 2000 ETF stock for Q4 2017, up 19% quarter-over-quarter.
  • 33 funds opened new Vanguard Russell 2000 ETF positions in Q4 2017 and 6 closed out, a net change of +27 holders.
  • The largest Vanguard Russell 2000 ETF buyer in Q4 2017 was Envestnet Asset Management, an estimated $10.8M added.
  • The largest Vanguard Russell 2000 ETF seller in Q4 2017 was Cambridge Investment Research Advisors, an estimated $2.81M sold.

Based on aggregated 13F filings for Q4 2017.