Vanguard Russell 2000 ETF
VTWO
155 hedge funds and large institutions have $527M invested in Vanguard Russell 2000 ETF in 2018 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 65 increasing their positions, 35 reducing their positions, and 12 closing their positions.
86% more repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 35
42% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 12
3% more funds holding
Funds holding: 151 → 155 (+4)
5% more capital invested
Capital invested by funds: $502M → $527M (+$25M)
0.39% more ownership
Funds ownership: 62.88% → 63.27% (+0.39%)
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$9.88M |
| 2 |
JP Morgan Chase
New York
|
+$8.58M |
| 3 |
JIP
Jaffetilchin Investment Partners
Tampa,
Florida
|
+$6.98M |
| 4 |
VF
Virtu Financial
New York
|
+$2.52M |
| 5 |
LPL Financial
San Diego,
California
|
+$2.32M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PSUF
People's United Financial
Bridgeport,
Connecticut
|
-$15.9M |
| 2 |
NFG
Next Financial Group
Houston,
Texas
|
-$3.77M |
| 3 |
LIA
LBMC Investment Advisors
Brentwood,
Tennessee
|
-$1.55M |
| 4 |
AIG
American International Group
New York
|
-$1.27M |
| 5 |
FA
FDx Advisors
Chicago,
Illinois
|
-$1.23M |
VTWO Hedge Fund Activity: Q3 2018 in Review
155 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 2000 ETF (VTWO) for Q3 2018, worth a combined $527M — up 5% from $502M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new VTWO positions and 12 closed out — a net gain of 5 holders — while 65 added to existing stakes and 35 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $9.88M. The largest seller was People's United Financial, exiting entirely with an estimated $15.9M sold.
- 155 institutional investors held Vanguard Russell 2000 ETF (VTWO) as of Q3 2018, up from 151 in Q2 2018.
- Funds reported $527M of Vanguard Russell 2000 ETF stock for Q3 2018, up 5% quarter-over-quarter.
- 17 funds opened new Vanguard Russell 2000 ETF positions in Q3 2018 and 12 closed out, a net change of +5 holders.
- The largest Vanguard Russell 2000 ETF buyer in Q3 2018 was Morgan Stanley, an estimated $9.88M added.
- The largest Vanguard Russell 2000 ETF seller in Q3 2018 was People's United Financial, an estimated $15.9M sold.
Based on aggregated 13F filings for Q3 2018.