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Vanguard Russell 2000 ETF

399 hedge funds and large institutions have $4.79B invested in Vanguard Russell 2000 ETF in 2022 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 161 increasing their positions, 101 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

172% more call options, than puts

Call options by funds: $6.62M | Put options by funds: $2.44M

59% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 101

49% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 49

4% more funds holding

Funds holding: 382399 (+17)

4.01% more ownership

Funds ownership: 64.57%68.58% (+4%)

4% more capital invested

Capital invested by funds: $4.62B → $4.79B (+$171M)

17% less funds holding in top 10

Funds holding in top 10: 1815 (-3)

Holders
399
Holders Change
+17
Holders Change %
+4.45%
% of All Funds
6.29%
Holding in Top 10
15
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-16.67%
% of All Funds
0.24%
New
73
Increased
161
Reduced
101
Closed
49
Calls
$6.62M
Puts
$2.44M
Net Calls
+$4.19M
Net Calls Change
-$553K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$1.36B +$164M +1,995,566 +14%
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$1.26B +$482M +5,858,233 +62%
Goldman Sachs
3
Goldman Sachs
New York
$258M -$18M -219,271 -7%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$141M +$28.4M +344,789 +26%
Stifel Financial
5
Stifel Financial
Missouri
$116M -$12.5M -151,853 -10%
JMPWA
6
JP Morgan Private Wealth Advisors
California
$103M +$6.61M +80,404 +7%
UBS Group
7
UBS Group
Switzerland
$103M -$17.4M -211,225 -15%
FCBT
8
First Citizens Bank & Trust
North Carolina
$92.8M +$25.6M +311,709 +39%
Morgan Stanley
9
Morgan Stanley
New York
$90.9M +$44.6M +542,081 +98%
HP
10
Hound Partners
New York
$83.9M +$12M +146,427 +17%
CIAS
11
CBIZ Investment Advisory Services
Ohio
$82.6M +$107M +1,305,769 New
Wells Fargo
12
Wells Fargo
California
$70.9M -$13.5M -164,376 -16%
APW
13
Austin Private Wealth
Texas
$59.7M -$3.28M -39,917 -5%
AWM
14
AE Wealth Management
Kansas
$56.8M +$1.12M +13,669 +2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
15
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$49.7M +$49.4M +600,000 New
JP Morgan Chase
16
JP Morgan Chase
New York
$44.2M +$3.64M +44,268 +9%
VWM
17
Venturi Wealth Management
Texas
$41.7M +$20.4M +247,642 +97%
LPL Financial
18
LPL Financial
California
$40M -$406K -4,937 -1%
EW
19
Evoke Wealth
California
$35.9M +$35.7M +433,469 New
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$30.4M +$167K +2,024 +0.6%
RCIM
21
Red Cedar Investment Management
Michigan
$29.8M -$17.4M -211,026 -37%
Truist Financial
22
Truist Financial
North Carolina
$24.6M +$505K +6,137 +2%
CA
23
CSM Advisors
Pennsylvania
$21M +$19.9M +242,292 +2,243%
LA
24
Legacy Advisors
Pennsylvania
$17.8M +$2.11M +25,601 +14%
RJA
25
Raymond James & Associates
Florida
$15M +$1.84M +22,336 +14%

VTWO Hedge Fund Activity: Q1 2022 in Review

399 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 2000 ETF (VTWO) for Q1 2022, worth a combined $4.79B — up 3.7% from $4.62B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new VTWO positions and 49 closed out — a net gain of 24 holders — while 161 added to existing stakes and 101 trimmed.

The largest buyer was Mirae Asset Global Investments, adding an estimated $482M. The largest seller was Migdal Insurance & Financial Holdings, exiting entirely with an estimated $445M sold.

  • 399 institutional investors held Vanguard Russell 2000 ETF (VTWO) as of Q1 2022, up from 382 in Q4 2021.
  • Funds reported $4.79B of Vanguard Russell 2000 ETF stock for Q1 2022, up 3.7% quarter-over-quarter.
  • 73 funds opened new Vanguard Russell 2000 ETF positions in Q1 2022 and 49 closed out, a net change of +24 holders.
  • The largest Vanguard Russell 2000 ETF buyer in Q1 2022 was Mirae Asset Global Investments, an estimated $482M added.
  • The largest Vanguard Russell 2000 ETF seller in Q1 2022 was Migdal Insurance & Financial Holdings, an estimated $445M sold.

Based on aggregated 13F filings for Q1 2022.