Vanguard Russell 2000 ETF
VTWO
137 hedge funds and large institutions have $403M invested in Vanguard Russell 2000 ETF in 2018 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 44 increasing their positions, 42 reducing their positions, and 9 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
78% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 9
4% more funds holding
Funds holding: 132 → 137 (+5)
5% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 42
5% more capital invested
Capital invested by funds: $385M → $403M (+$18.1M)
2.15% less ownership
Funds ownership: 31.73% → 29.59% (-2.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$7.39M |
| 2 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$7.32M |
| 3 |
LMIM
Lockheed Martin Investment Management
Bethesda,
Maryland
|
+$6.2M |
| 4 |
NFG
Next Financial Group
Houston,
Texas
|
+$5.25M |
| 5 |
LPL Financial
San Diego,
California
|
+$2.95M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$7.54M |
| 2 |
Mirae Asset Global Investments
Seoul,
South Korea
|
-$6.1M |
| 3 |
SLF
Sun Life Financial
Toronto,
Ontario, Canada
|
-$3.43M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.4M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
-$1.4M |
VTWO Hedge Fund Activity: Q1 2018 in Review
137 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 2000 ETF (VTWO) for Q1 2018, worth a combined $403M — up 4.7% from $385M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new VTWO positions and 9 closed out — a net gain of 7 holders — while 44 added to existing stakes and 42 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $7.39M. The largest seller was JP Morgan Private Wealth Advisors, cutting an estimated $7.54M.
- 137 institutional investors held Vanguard Russell 2000 ETF (VTWO) as of Q1 2018, up from 132 in Q4 2017.
- Funds reported $403M of Vanguard Russell 2000 ETF stock for Q1 2018, up 4.7% quarter-over-quarter.
- 16 funds opened new Vanguard Russell 2000 ETF positions in Q1 2018 and 9 closed out, a net change of +7 holders.
- The largest Vanguard Russell 2000 ETF buyer in Q1 2018 was Goldman Sachs, an estimated $7.39M added.
- The largest Vanguard Russell 2000 ETF seller in Q1 2018 was JP Morgan Private Wealth Advisors, an estimated $7.54M sold.
Based on aggregated 13F filings for Q1 2018.