Vanguard Russell 2000 ETF
VTWO
89 hedge funds and large institutions have $304M invested in Vanguard Russell 2000 ETF in 2016 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 37 increasing their positions, 18 reducing their positions, and 9 closing their positions.
106% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 18
100% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 9
67.85% more ownership
Funds ownership: 0% → 67.85% (+68%)
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
16% more capital invested
Capital invested by funds: $263M → $304M (+$41.4M)
10% more funds holding
Funds holding: 81 → 89 (+8)
73% less call options, than puts
Call options by funds: $207K | Put options by funds: $767K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$11.5M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$6.14M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$3.6M |
| 4 |
Goldman Sachs
New York
|
+$3.42M |
| 5 |
KP
Keel Point
Huntsville,
Alabama
|
+$2.34M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$5.58M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$4.54M |
| 3 |
VF
Virtu Financial
New York
|
-$3.28M |
| 4 |
UBS AM
Chicago,
Illinois
|
-$3.23M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.8M |
VTWO Hedge Fund Activity: Q4 2016 in Review
89 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 2000 ETF (VTWO) for Q4 2016, worth a combined $304M — up 16% from $263M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new VTWO positions and 9 closed out — a net gain of 9 holders — while 37 added to existing stakes and 18 trimmed.
The largest buyer was Bank of America, adding an estimated $11.5M. The largest seller was Envestnet Asset Management, exiting entirely with an estimated $5.58M sold.
- 89 institutional investors held Vanguard Russell 2000 ETF (VTWO) as of Q4 2016, up from 81 in Q3 2016.
- Funds reported $304M of Vanguard Russell 2000 ETF stock for Q4 2016, up 16% quarter-over-quarter.
- 18 funds opened new Vanguard Russell 2000 ETF positions in Q4 2016 and 9 closed out, a net change of +9 holders.
- The largest Vanguard Russell 2000 ETF buyer in Q4 2016 was Bank of America, an estimated $11.5M added.
- The largest Vanguard Russell 2000 ETF seller in Q4 2016 was Envestnet Asset Management, an estimated $5.58M sold.
Based on aggregated 13F filings for Q4 2016.