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Vanguard Russell 2000 Value ETF
VTWV
VTWV
135 hedge funds and large institutions have $385M invested in Vanguard Russell 2000 Value ETF in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 52 increasing their positions, 40 reducing their positions, and 10 closing their positions.
New
Increased
Maintained
Reduced
Closed
30% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 40
12% more capital invested
Capital invested by funds: $343M → $385M (+$41.7M)
5.23% more ownership
Funds ownership: 43.06% → 48.29% (+5.2%)
1% less funds holding
Funds holding: 137 → 135 (-2)
10% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 10
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Holders
135
Holders Change
-2
Holders Change %
-1.46%
% of All Funds
2.12%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
9
Increased
52
Reduced
40
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$33.2M |
| 2 |
FCBT
First Citizens Bank & Trust
Raleigh,
North Carolina
|
+$32.5M |
| 3 |
Morgan Stanley
New York
|
+$21.4M |
| 4 |
JP Morgan Chase
New York
|
+$4.77M |
| 5 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$4.52M |
Top Sellers
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$53.6M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$4.94M |
| 3 |
Cerity Partners
New York
|
-$3.72M |
| 4 |
SFG
Sterling Financial Group
Pasadena,
California
|
-$3.46M |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$2.02M |
