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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
EWM
351
Evercore Wealth Management
New York
$3.45M -$13.6K -57 -0.4%
SWPG
352
Strategic Wealth Partners Group
Illinois
$3.39M -$456K -1,908 -12%
SFM
353
Signature Financial Management
Virginia
$3.35M -$2.98M -12,479 -48%
DC
354
Davenport & Co
Virginia
$3.31M +$885K +3,705 +38%
CBB
355
Citizens Business Bank
California
$3.3M +$303K +1,268 +10%
PP
356
Patten & Patten
Tennessee
$3.29M +$318K +1,330 +11%
SC
357
Scotia Capital
Ontario, Canada
$3.2M -$839K -3,510 -21%
RWA
358
Ropes Wealth Advisors
Massachusetts
$3.2M -$88.4K -370 -3%
GG
359
Gofen & Glossberg
Illinois
$3.14M -$38.2K -160 -1%
UOTTAIMCU
360
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$3.05M
DIA
361
Denver Investment Advisors
Colorado
$3.04M +$39K +163 +1%
PAM
362
Panagora Asset Management
Massachusetts
$3M +$29.2K +122 +1%
HTI
363
Hikari Tsushin Inc
Japan
$2.98M
SGCA
364
Steel Grove Capital Advisors
Tennessee
$2.95M +$471K +1,969 +20%
Victory Capital Management
365
Victory Capital Management
Texas
$2.94M
DG
366
Delek Group
Israel
$2.93M +$2.85M +11,922 New
BlackRock
367
BlackRock
New York
$2.89M +$170K +710 +6%
BCM
368
Brookstone Capital Management
Illinois
$2.88M +$1.25M +5,234 +81%
JG
369
Jefferies Group
New York
$2.87M -$1.71M -7,155 -38%
CFMC
370
Curbstone Financial Management Corp
New Hampshire
$2.84M -$2.56M -10,725 -48%
WPP
371
Whalerock Point Partners
Rhode Island
$2.83M +$74.3K +311 +3%
SPC
372
Sigma Planning Corp
Michigan
$2.82M +$84.4K +353 +3%
Cerity Partners
373
Cerity Partners
New York
$2.78M +$67.2K +281 +3%
HAC
374
Harbor Advisory Corp
New Hampshire
$2.78M +$2.71M +11,332 New
RCA
375
Rowland Carmichael Advisors
Arizona
$2.77M +$343K +1,435 +15%

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.