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Vanguard S&P 500 ETF

844 hedge funds and large institutions have $40.7B invested in Vanguard S&P 500 ETF in 2017 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 315 increasing their positions, 225 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

504% more first-time investments, than exits

New positions opened: 157 | Existing positions closed: 26

40% more repeat investments, than reductions

Existing positions increased: 315 | Existing positions reduced: 225

20% more call options, than puts

Call options by funds: $27M | Put options by funds: $22.5M

17% more funds holding

Funds holding: 720844 (+124)

17% more capital invested

Capital invested by funds: $34.9B → $40.7B (+$5.82B)

16% more funds holding in top 10

Funds holding in top 10: 154178 (+24)

1.63% more ownership

Funds ownership: 47.06%48.69% (+1.6%)

Holders
844
Holders Change
+124
Holders Change %
+17.22%
% of All Funds
19.14%
Holding in Top 10
178
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+15.58%
% of All Funds
4.04%
New
157
Increased
315
Reduced
225
Closed
26
Calls
$27M
Puts
$22.5M
Net Calls
+$4.54M
Net Calls Change
+$6.98M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
251
Avior Wealth Management
Nebraska
$7.3M +$3.82K +16 +0.1%
CPA
252
Clear Perspective Advisors
Illinois
$7.07M +$174K +729 +3%
SAA
253
Southeast Asset Advisors
Georgia
$7.06M -$6.21K -26 -0.1%
GFPC
254
Global Financial Private Capital
Florida
$6.97M -$7.89M -33,015 -54%
STB
255
S&T Bank
Pennsylvania
$6.97M +$33.5K +140 +0.5%
LFA
256
Landmark Financial Advisors
Kentucky
$6.87M +$796K +3,331 +13%
VST
257
Van Strum & Towne
California
$6.83M +$263K +1,100 +4%
NA
258
NewEdge Advisors
Louisiana
$6.55M +$185K +775 +3%
SWM
259
Stockman Wealth Management
Montana
$6.53M +$3.12M +13,055 +96%
IFA
260
Interactive Financial Advisors
Illinois
$6.51M -$7.09M -29,651 -53%
LIM
261
Leavell Investment Management
Alabama
$6.5M -$71K -297 -1%
DWM
262
Destination Wealth Management
California
$6.45M -$517K -2,163 -8%
ATC
263
Argent Trust Co
Tennessee
$6.09M +$32K +134 +0.5%
ASN
264
Advisory Services Network
Georgia
$6.05M +$1.38M +5,781 +31%
CWS
265
Cypress Wealth Services
California
$5.95M +$5.79M +24,244 New
CCA
266
Cobblestone Capital Advisors
New York
$5.87M +$821K +3,436 +17%
BPCE
267
Bank Pictet & Cie (Europe)
Germany
$5.78M
BC
268
Burney Company
Virginia
$5.78M +$641K +2,684 +13%
PMFA
269
Plante Moran Financial Advisors
Michigan
$5.67M +$1.91K +8 +0%
DDC
270
DF Dent & Co
Maryland
$5.64M
FANJ
271
Financial Architects (New Jersey)
New Jersey
$5.63M +$30.4K +127 +0.6%
Wellington Management Group
272
Wellington Management Group
Massachusetts
$5.59M +$568K +2,378 +12%
LSAG
273
Lake Street Advisors Group
New Hampshire
$5.58M +$5.44M +22,764 New
SHCM
274
Stokes & Hubbell Capital Management
Louisiana
$5.45M -$79.1K -331 -1%
FAAS
275
First Allied Advisory Services
California
$5.45M +$22.9K +96 +0.4%

VOO Hedge Fund Activity: Q4 2017 in Review

844 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 ETF (VOO) for Q4 2017, worth a combined $40.7B — up 17% from $34.9B a quarter earlier.

Buyers outnumbered sellers: 157 funds opened new VOO positions and 26 closed out — a net gain of 131 holders — while 315 added to existing stakes and 225 trimmed.

The largest buyer was Bank of America, adding an estimated $1.31B. The largest seller was JP Morgan Chase, cutting an estimated $1.11B.

  • 844 institutional investors held Vanguard S&P 500 ETF (VOO) as of Q4 2017, up from 720 in Q3 2017.
  • Funds reported $40.7B of Vanguard S&P 500 ETF stock for Q4 2017, up 17% quarter-over-quarter.
  • 157 funds opened new Vanguard S&P 500 ETF positions in Q4 2017 and 26 closed out, a net change of +131 holders.
  • The largest Vanguard S&P 500 ETF buyer in Q4 2017 was Bank of America, an estimated $1.31B added.
  • The largest Vanguard S&P 500 ETF seller in Q4 2017 was JP Morgan Chase, an estimated $1.11B sold.

Based on aggregated 13F filings for Q4 2017.