Vanguard Russell 2000 ETF
VTWO
266 hedge funds and large institutions have $1.64B invested in Vanguard Russell 2000 ETF in 2020 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 98 increasing their positions, 52 reducing their positions, and 14 closing their positions.
364% more first-time investments, than exits
New positions opened: 65 | Existing positions closed: 14
90% more capital invested
Capital invested by funds: $865M → $1.64B (+$779M)
88% more repeat investments, than reductions
Existing positions increased: 98 | Existing positions reduced: 52
56% more funds holding in top 10
Funds holding in top 10: 9 → 14 (+5)
24% more call options, than puts
Call options by funds: $1.4M | Put options by funds: $1.13M
23% more funds holding
Funds holding: 216 → 266 (+50)
7.21% more ownership
Funds ownership: 94.23% → 101.44% (+7.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$244M |
| 2 |
RCIM
Red Cedar Investment Management
Grand Rapids,
Michigan
|
+$37.9M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$23M |
| 4 |
FCBT
First Citizens Bank & Trust
Raleigh,
North Carolina
|
+$15.7M |
| 5 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$11.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$10.5M |
| 2 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$5.71M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$4.76M |
| 4 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$2.88M |
| 5 |
CIC
Cornercap Investment Counsel
Atlanta,
Georgia
|
-$2.7M |
VTWO Hedge Fund Activity: Q4 2020 in Review
266 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 2000 ETF (VTWO) for Q4 2020, worth a combined $1.64B — up 90% from $865M a quarter earlier.
Buyers outnumbered sellers: 65 funds opened new VTWO positions and 14 closed out — a net gain of 51 holders — while 98 added to existing stakes and 52 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $244M. The largest seller was JP Morgan Chase, cutting an estimated $10.5M.
- 266 institutional investors held Vanguard Russell 2000 ETF (VTWO) as of Q4 2020, up from 216 in Q3 2020.
- Funds reported $1.64B of Vanguard Russell 2000 ETF stock for Q4 2020, up 90% quarter-over-quarter.
- 65 funds opened new Vanguard Russell 2000 ETF positions in Q4 2020 and 14 closed out, a net change of +51 holders.
- The largest Vanguard Russell 2000 ETF buyer in Q4 2020 was Morgan Stanley, an estimated $244M added.
- The largest Vanguard Russell 2000 ETF seller in Q4 2020 was JP Morgan Chase, an estimated $10.5M sold.
Based on aggregated 13F filings for Q4 2020.