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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
ADL
376
Asset Dedication LLC
California
$2.77M
HTC
377
Haverford Trust Company
Pennsylvania
$2.76M -$91.8K -384 -3%
FHA
378
Flagship Harbor Advisors
Massachusetts
$2.75M -$2.15K -9 -0.1%
WP
379
WealthSource Partners
California
$2.74M +$18.2K +76 +0.7%
CWM
380
Cornerstone Wealth Management
Missouri
$2.73M +$1.01M +4,207 +64%
GT
381
Glenview Trust
Kentucky
$2.71M +$75.3K +315 +3%
AA
382
Alesco Advisors
New York
$2.69M -$633K -2,650 -19%
MWP
383
MYCIO Wealth Partners
Pennsylvania
$2.64M -$13.4K -56 -0.5%
POIA
384
Pin Oak Investment Advisors
Texas
$2.64M +$2.57M +10,770 New
Mariner
385
Mariner
Kansas
$2.64M +$1M +4,200 +64%
FDCC
386
Foster Dykema Cabot & Co
Massachusetts
$2.63M
SSW
387
Smith Shellnut Wilson
Mississippi
$2.63M
SG Americas Securities
388
SG Americas Securities
New York
$2.62M -$473K -1,980 -16%
GWS
389
Glassman Wealth Services
Virginia
$2.61M +$60.9K +255 +2%
FDCDDQ
390
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.6M +$998K +4,174 +65%
FLPIM
391
F.L. Putnam Investment Management
Massachusetts
$2.53M +$609K +2,548 +33%
BP
392
Ballentine Partners
Massachusetts
$2.52M -$125K -524 -5%
ISL
393
Ingalls & Snyder LLC
New York
$2.51M -$1.14M -4,763 -32%
SIC
394
Sigma Investment Counselors
Michigan
$2.5M
NFC
395
Northeast Financial Consultants
Connecticut
$2.44M +$5.5K +23 +0.2%
KWM
396
Kingsview Wealth Management
Oregon
$2.33M +$322K +1,346 +17%
DWM
397
Darwin Wealth Management
Florida
$2.31M +$580K +2,425 +35%
LWAC
398
Laurel Wealth Advisors (California)
California
$2.3M +$38.2K +160 +2%
ZIC
399
ZWJ Investment Counsel
Georgia
$2.21M -$3.58K -15 -0.2%
EHC
400
Everett Harris & Co
California
$2.19M -$462K -1,935 -18%

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.