Vanguard Russell 2000 ETF
VTWO
174 hedge funds and large institutions have $446M invested in Vanguard Russell 2000 ETF in 2020 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 59 increasing their positions, 47 reducing their positions, and 31 closing their positions.
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
26% more repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 47
0% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 31
1% less funds holding
Funds holding: 176 → 174 (-2)
12.36% less ownership
Funds ownership: 88.64% → 76.28% (-12%)
24% less call options, than puts
Call options by funds: $452K | Put options by funds: $591K
37% less capital invested
Capital invested by funds: $708M → $446M (-$262M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
APW
Austin Private Wealth
Austin,
Texas
|
+$23.8M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$15.3M |
| 3 |
LA
LVW Advisors
Pittsford,
New York
|
+$13.3M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$11M |
| 5 |
William Blair & Company
Chicago,
Illinois
|
+$8.98M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$85.8M |
| 2 |
CFM
Comprehensive Financial Management
Los Gatos,
California
|
-$27.2M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$12.4M |
| 4 |
JP Morgan Chase
New York
|
-$12M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$4.81M |
VTWO Hedge Fund Activity: Q1 2020 in Review
174 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 2000 ETF (VTWO) for Q1 2020, worth a combined $446M — down 37% from $708M a quarter earlier.
Fund positioning in VTWO was balanced in Q1 2020: 31 funds opened new positions, 31 closed out, 59 added to existing stakes and 47 trimmed.
The largest buyer was Austin Private Wealth, adding an estimated $23.8M. The largest seller was Morgan Stanley, cutting an estimated $85.8M.
- 174 institutional investors held Vanguard Russell 2000 ETF (VTWO) as of Q1 2020, down from 176 in Q4 2019.
- Funds reported $446M of Vanguard Russell 2000 ETF stock for Q1 2020, down 37% quarter-over-quarter.
- 31 funds opened new Vanguard Russell 2000 ETF positions in Q1 2020 and 31 closed out, a net change of 0 holders.
- The largest Vanguard Russell 2000 ETF buyer in Q1 2020 was Austin Private Wealth, an estimated $23.8M added.
- The largest Vanguard Russell 2000 ETF seller in Q1 2020 was Morgan Stanley, an estimated $85.8M sold.
Based on aggregated 13F filings for Q1 2020.