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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
UBS Group
1
UBS Group
Switzerland
$83.3M +$3.19M +49,656 +4%
JMPWA
2
JP Morgan Private Wealth Advisors
California
$38.8M +$2.9M +45,174 +8%
KP
3
Keel Point
Alabama
$35.1M +$1.01M +15,674 +3%
Bank of America
4
Bank of America
North Carolina
$29.4M +$1.43M +22,208 +5%
JP Morgan Chase
5
JP Morgan Chase
New York
$28.7M +$27.5M +428,036 +4,860%
Wells Fargo
6
Wells Fargo
California
$22.2M +$474K +7,374 +2%
PSUF
7
People's United Financial
Connecticut
$15.9M +$23.8K +370 New
Morgan Stanley
8
Morgan Stanley
New York
$15.6M +$1.31M +20,340 +9%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$15M +$2.14M +33,292 +17%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$13.7M +$427K +6,650 +3%
Goldman Sachs
11
Goldman Sachs
New York
$13.2M +$1.24M +19,344 +11%
LPL Financial
12
LPL Financial
California
$12.5M +$692K +10,768 +6%
FA
13
FDx Advisors
Illinois
$11.1M +$833K +12,968 +8%
WA
14
Waverly Advisors
Alabama
$10.1M -$219K -3,408 -2%
Mirae Asset Global Investments
15
Mirae Asset Global Investments
South Korea
$9.61M +$5.9M +91,900 +168%
UBS AM
16
UBS AM
Illinois
$9.5M -$159K -2,478 -2%
HNB
17
Huntington National Bank
Ohio
$7M
LMIM
18
Lockheed Martin Investment Management
Maryland
$6.69M +$128K +2,000 +2%
PAMU
19
Pictet Asset Management (UK)
United Kingdom
$6.13M -$241K -3,750 -4%
Deutsche Bank
20
Deutsche Bank
Germany
$5.77M +$5.65M +88,000 New
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$5.49M -$265K -4,122 -5%
LIA
22
LBMC Investment Advisors
Tennessee
$5.16M +$154K +2,398 +3%
VIP
23
Vantage Investment Partners
Missouri
$4.58M -$169K -2,630 -4%
Jane Street
24
Jane Street
New York
$4.47M +$1.1M +17,192 +34%
CIBC World Market
25
CIBC World Market
Ontario, Canada
$4.47M +$927K +14,430 +27%

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.