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Vanguard Russell 2000 ETF

415 hedge funds and large institutions have $3.65B invested in Vanguard Russell 2000 ETF in 2022 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 157 increasing their positions, 95 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

207% more call options, than puts

Call options by funds: $4.45M | Put options by funds: $1.45M

163% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 32

65% more repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 95

39% more capital invested

Capital invested by funds: $2.64B → $3.65B (+$1.02B)

11% more funds holding

Funds holding: 374415 (+41)

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

1.48% more ownership

Funds ownership: 55.3%56.78% (+1.5%)

Holders
415
Holders Change
+41
Holders Change %
+10.96%
% of All Funds
6.67%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.21%
New
84
Increased
157
Reduced
95
Closed
32
Calls
$4.45M
Puts
$1.45M
Net Calls
+$3M
Net Calls Change
+$1.18M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$702M +$3.79M +52,780 +0.5%
AWA
2
Arete Wealth Advisors
Illinois
$588M +$28.7K +400 +5%
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$422M +$66.5M +925,621 +18%
Goldman Sachs
4
Goldman Sachs
New York
$145M -$32.7M -455,083 -18%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$132M -$459K -6,388 -0.3%
UBS Group
6
UBS Group
Switzerland
$112M +$19.8M +275,423 +21%
Macquarie Group
7
Macquarie Group
Australia
$99.4M +$31.8M +442,162 +46%
Stifel Financial
8
Stifel Financial
Missouri
$97.2M -$2.24M -31,132 -2%
FCBT
9
First Citizens Bank & Trust
North Carolina
$78.9M -$2.15M -29,941 -3%
Natixis Advisors
10
Natixis Advisors
Massachusetts
$77.4M +$47.9M +666,763 +154%
JMPWA
11
JP Morgan Private Wealth Advisors
California
$75.3M +$24.9M +346,834 +48%
Wells Fargo
12
Wells Fargo
California
$57.1M +$4.39M +61,073 +8%
Jones Financial Companies
13
Jones Financial Companies
Missouri
$51.1M +$52.1M +725,017 +96,412%
Morgan Stanley
14
Morgan Stanley
New York
$49.5M +$6.29M +87,533 +14%
AWM
15
AE Wealth Management
Kansas
$44.7M +$4.98M +69,321 +12%
APW
16
Austin Private Wealth
Texas
$44M -$2.11M -29,326 -4%
VWM
17
Venturi Wealth Management
Texas
$40.6M +$2.13M +29,615 +5%
JP Morgan Chase
18
JP Morgan Chase
New York
$40.3M +$222K +3,088 +0.5%
LPL Financial
19
LPL Financial
California
$36.9M +$2.38M +33,089 +7%
SBL
20
Sargent Bickham Lagudis
Colorado
$35.7M +$5.23M +72,771 +17%
EW
21
Evoke Wealth
California
$34.5M -$5.4M -75,103 -13%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$25.3M -$80.6K -1,122 -0.3%
RCIM
23
Red Cedar Investment Management
Michigan
$25.2M -$255K -3,549 -1%
MM
24
Main Management
California
$21.9M +$21.9M +304,751 +5,235%
CA
25
CSM Advisors
Pennsylvania
$21.5M +$66.4K +924 +0.3%

VTWO Hedge Fund Activity: Q4 2022 in Review

415 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Vanguard Russell 2000 ETF (VTWO) for Q4 2022, worth a combined $3.65B — up 39% from $2.64B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new VTWO positions and 32 closed out — a net gain of 52 holders — while 157 added to existing stakes and 95 trimmed.

The largest buyer was Mirae Asset Global Investments, adding an estimated $66.5M. The largest seller was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, exiting entirely with an estimated $40M sold.

  • 415 institutional investors held Vanguard Russell 2000 ETF (VTWO) as of Q4 2022, up from 374 in Q3 2022.
  • Funds reported $3.65B of Vanguard Russell 2000 ETF stock for Q4 2022, up 39% quarter-over-quarter.
  • 84 funds opened new Vanguard Russell 2000 ETF positions in Q4 2022 and 32 closed out, a net change of +52 holders.
  • The largest Vanguard Russell 2000 ETF buyer in Q4 2022 was Mirae Asset Global Investments, an estimated $66.5M added.
  • The largest Vanguard Russell 2000 ETF seller in Q4 2022 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $40M sold.

Based on aggregated 13F filings for Q4 2022.