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Vanguard Russell 2000 ETF
VTWO

216 hedge funds and large institutions have $865M invested in Vanguard Russell 2000 ETF in 2020 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 62 increasing their positions, 70 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

9,967% more call options, than puts

Call options by funds: $302K | Put options by funds: $3K

61% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 18

50% more funds holding in top 10

Funds holding in top 10: 6 → 9 (+3)

12% more capital invested

Capital invested by funds: $775M → $865M (+$90.2M)

10.39% more ownership

Funds ownership: 83.84% → 94.23% (+10%)

5% more funds holding

Funds holding: 205 → 216 (+11)

11% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 70

Holders
216
Holders Change
+11
Holders Change %
+5.37%
% of All Funds
4.36%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.18%
New
29
Increased
62
Reduced
70
Closed
18
Calls
$302K
Puts
$3K
Net Calls
+$299K
Net Calls Change
+$1.09M

Top Buyers

1
RCIM
Red Cedar Investment Management
Michigan
+$37.9M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$29.3M
3
FCBT
First Citizens Bank & Trust
North Carolina
+$26.2M
4
SRSA
S.R. Schill & Associates
Washington
+$12.2M
5
LPL Financial
LPL Financial
California
+$9.08M

Top Sellers

1
AIA
Angeles Investment Advisors
California
-$30.2M
2
JP Morgan Chase
JP Morgan Chase
New York
-$27.4M
3
Macquarie Group
Macquarie Group
Australia
-$17.9M
4
Citadel Advisors
Citadel Advisors
Florida
-$5.76M
5
Goldman Sachs
Goldman Sachs
New York
-$4.41M
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
1
UBS Group
Switzerland
$65.1M -$3.54M -58,304 -5%
Bank of America
2
Bank of America
North Carolina
$63.9M -$441K -7,278 -0.7%
JP Morgan Chase
3
JP Morgan Chase
New York
$61.2M -$27.4M -451,648 -31%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$51.5M +$29.3M +483,940 +131%
JMPWA
5
JP Morgan Private Wealth Advisors
California
$42.7M +$2.59M +42,672 +6%
SS
6
Simplicity Solutions
Minnesota
$41.9M -$1.29M -21,208 -3%
AWM
7
AE Wealth Management
Kansas
$41.8M -$1.93M -31,802 -4%
RCIM
8
Red Cedar Investment Management
Michigan
$37.8M +$37.9M +625,818 New
APW
9
Austin Private Wealth
Texas
$37M +$3.29M +54,288 +10%
Wells Fargo
10
Wells Fargo
California
$35.6M +$5.08M +83,720 +17%
Morgan Stanley
11
Morgan Stanley
New York
$31.1M +$7.53M +124,110 +32%
LPL Financial
12
LPL Financial
California
$28M +$9.08M +149,732 +48%
FCBT
13
First Citizens Bank & Trust
North Carolina
$26.2M +$26.2M +432,468 New
Mirae Asset Global Investments
14
Mirae Asset Global Investments
South Korea
$19.8M +$3M +49,494 +18%
Ameriprise
15
Ameriprise
Minnesota
$15.5M +$5.03M +82,882 +48%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$14.5M +$205K +3,382 +1%
Goldman Sachs
17
Goldman Sachs
New York
$14.4M -$4.41M -72,806 -23%
SRSA
18
S.R. Schill & Associates
Washington
$12.2M +$12.2M +201,468 New
CFM
19
Comprehensive Financial Management
California
$10.9M – – –
WA
20
Waverly Advisors
Alabama
$9.35M +$40.7K +672 +0.4%
LA
21
LVW Advisors
New York
$9.15M -$3.96M -65,282 -30%
Macquarie Group
22
Macquarie Group
Australia
$8.71M -$17.9M -295,676 Closed
IOOF
23
Independent Order of Foresters
Ontario, Canada
$8.71M – – –
KP
24
Keel Point
Alabama
$7.5M -$684K -11,286 -8%
AAS
25
Avantax Advisory Services
Texas
$7.13M +$1.24M +20,506 +21%
1
2 3 4 5

VTWO Hedge Fund Activity: Q3 2020 in Review

216 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 2000 ETF (VTWO) for Q3 2020, worth a combined $865M — up 12% from $775M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new VTWO positions and 18 closed out — a net gain of 11 holders — while 62 added to existing stakes and 70 trimmed.

The largest buyer was Red Cedar Investment Management, opening a new position worth an estimated $37.9M. The largest seller was Angeles Investment Advisors, exiting entirely with an estimated $30.2M sold.

  • 216 institutional investors held Vanguard Russell 2000 ETF (VTWO) as of Q3 2020, up from 205 in Q2 2020.
  • Funds reported $865M of Vanguard Russell 2000 ETF stock for Q3 2020, up 12% quarter-over-quarter.
  • 29 funds opened new Vanguard Russell 2000 ETF positions in Q3 2020 and 18 closed out, a net change of +11 holders.
  • The largest Vanguard Russell 2000 ETF buyer in Q3 2020 was Red Cedar Investment Management, an estimated $37.9M added.
  • The largest Vanguard Russell 2000 ETF seller in Q3 2020 was Angeles Investment Advisors, an estimated $30.2M sold.

Based on aggregated 13F filings for Q3 2020.