Vanguard Russell 2000 ETF
VTWO
168 hedge funds and large institutions have $494M invested in Vanguard Russell 2000 ETF in 2019 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 49 increasing their positions, 55 reducing their positions, and 20 closing their positions.
10% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 20
5% more capital invested
Capital invested by funds: $470M → $494M (+$24M)
6% more call options, than puts
Call options by funds: $418K | Put options by funds: $394K
1% more funds holding
Funds holding: 167 → 168 (+1)
6.01% less ownership
Funds ownership: 70.2% → 64.19% (-6%)
11% less repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 55
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FA
FDx Advisors
Chicago,
Illinois
|
+$11.3M |
| 2 |
VF
Virtu Financial
New York
|
+$5.54M |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
+$3.34M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$2.39M |
| 5 |
JP Morgan Chase
New York
|
+$2.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GA
Geller Advisors
New York
|
-$21.6M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$19.3M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$8.32M |
| 4 |
MCP
Moab Capital Partners
Southampton,
New York
|
-$5.4M |
| 5 |
Jane Street
New York
|
-$3.81M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WANY
176
Wealthspire Advisors (New York)
New York
| – | -$79K | -1,468 | Closed |
|
|
AIC
177
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$69K | -1,286 | Closed |
|
|
AIG
178
American International Group
New York
| – | -$43K | -800 | Closed |
|
|
DWM
179
Doyle Wealth Management
St. Petersburg,
Florida
| – | -$43K | -800 | Closed |
|
|
MWA
180
Meridian Wealth Advisors
Austin,
Texas
| – | -$20K | -370 | Closed |
|
|
SSB
181
Sandy Spring Bank
Olney,
Maryland
| – | -$18K | -328 | Closed |
|
|
GT
182
Glenmede Trust
Philadelphia,
Pennsylvania
| – | -$11 | -212 | Closed |
|
|
CA
183
Claro Advisors
Boston,
Massachusetts
| – | -$14K | -200 | Closed |
|
|
BCI
184
Brinker Capital Investments
Berwyn,
Pennsylvania
| – | -$4K | -68 | Closed |
|
|
EWM
185
Executive Wealth Management
Brighton,
Michigan
| – | -$2K | -28 | Closed |
|
186
Rockefeller Capital Management
New York
| – | +$121 | +2 | New |
|
VTWO Hedge Fund Activity: Q1 2019 in Review
168 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 2000 ETF (VTWO) for Q1 2019, worth a combined $494M — up 5.1% from $470M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new VTWO positions and 20 closed out — a net gain of 2 holders — while 49 added to existing stakes and 55 trimmed.
The largest buyer was FDx Advisors, opening a new position worth an estimated $11.3M. The largest seller was Geller Advisors, exiting entirely with an estimated $21.6M sold.
- 168 institutional investors held Vanguard Russell 2000 ETF (VTWO) as of Q1 2019, up from 167 in Q4 2018.
- Funds reported $494M of Vanguard Russell 2000 ETF stock for Q1 2019, up 5.1% quarter-over-quarter.
- 22 funds opened new Vanguard Russell 2000 ETF positions in Q1 2019 and 20 closed out, a net change of +2 holders.
- The largest Vanguard Russell 2000 ETF buyer in Q1 2019 was FDx Advisors, an estimated $11.3M added.
- The largest Vanguard Russell 2000 ETF seller in Q1 2019 was Geller Advisors, an estimated $21.6M sold.
Based on aggregated 13F filings for Q1 2019.