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Vanguard Russell 2000 ETF

152 hedge funds and large institutions have $503M invested in Vanguard Russell 2000 ETF in 2018 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 54 increasing their positions, 41 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 8

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

32% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 41

25% more capital invested

Capital invested by funds: $403M → $503M (+$99.7M)

11% more funds holding

Funds holding: 137152 (+15)

3.87% more ownership

Funds ownership: 59.22%63.08% (+3.9%)

Holders
152
Holders Change
+15
Holders Change %
+10.95%
% of All Funds
3.48%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
23
Increased
54
Reduced
41
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DAC
76
Dividend Assets Capital
South Carolina
$457K +$80.6K +1,254 +22%
Mariner
77
Mariner
Kansas
$423K
BTS
78
BB&T Securities
Virginia
$420K -$42.1K -656 -9%
SWP
79
Stratos Wealth Partners
Ohio
$406K +$47.9K +746 +14%
CA
80
Cetera Advisors
Colorado
$404K -$83.1K -1,294 -17%
NFG
81
Nations Financial Group
Iowa
$404K
M&T Bank
82
M&T Bank
New York
$387K +$4.63K +72 +1%
HighTower Advisors
83
HighTower Advisors
Illinois
$376K -$318K -4,948 -46%
PAS
84
Park Avenue Securities
New York
$363K +$22.4K +348 +7%
Retirement Systems of Alabama
85
Retirement Systems of Alabama
Alabama
$339K
SHCM
86
Stokes & Hubbell Capital Management
Louisiana
$339K
PFO
87
Pathstone Family Office
New Jersey
$325K +$8.1K +126 +3%
CL
88
CPWM LLC
Washington
$324K
RFC
89
Regions Financial Corp
Alabama
$320K -$38.5K -600 -11%
B
90
Bridgeworth
Alabama
$291K -$128 -2 -0%
PNC Financial Services Group
91
PNC Financial Services Group
Pennsylvania
$289K -$143K -2,232 -34%
EVM
92
Eaton Vance Management
Massachusetts
$262K -$257K -4,000 -50%
WCF
93
West Coast Financial
California
$262K -$154K -2,400 -38%
SPC
94
Sigma Planning Corp
Michigan
$256K +$3.85K +60 +2%
ONB
95
Old National Bancorp
Indiana
$253K -$60.1K -936 -20%
CBT
96
Central Bank & Trust
Kentucky
$253K -$37.5K -584 -13%
OC
97
Oppenheimer & Co
New York
$249K
Citadel Advisors
98
Citadel Advisors
Florida
$242K +$237K +3,686 New
APA
99
American Portfolios Advisors
New York
$218K
PPA
100
Parametric Portfolio Associates
Washington
$213K +$208K +3,242 New

VTWO Hedge Fund Activity: Q2 2018 in Review

152 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 2000 ETF (VTWO) for Q2 2018, worth a combined $503M — up 25% from $403M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new VTWO positions and 8 closed out — a net gain of 15 holders — while 54 added to existing stakes and 41 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $27.5M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $7.48M.

  • 152 institutional investors held Vanguard Russell 2000 ETF (VTWO) as of Q2 2018, up from 137 in Q1 2018.
  • Funds reported $503M of Vanguard Russell 2000 ETF stock for Q2 2018, up 25% quarter-over-quarter.
  • 23 funds opened new Vanguard Russell 2000 ETF positions in Q2 2018 and 8 closed out, a net change of +15 holders.
  • The largest Vanguard Russell 2000 ETF buyer in Q2 2018 was JP Morgan Chase, an estimated $27.5M added.
  • The largest Vanguard Russell 2000 ETF seller in Q2 2018 was Manulife (Manufacturers Life Insurance), an estimated $7.48M sold.

Based on aggregated 13F filings for Q2 2018.