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Vanguard S&P 500 ETF

1,348 hedge funds and large institutions have $60.7B invested in Vanguard S&P 500 ETF in 2019 Q4 according to their latest regulatory filings, with 282 funds opening new positions, 534 increasing their positions, 338 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 282 | Existing positions closed: 47

58% more repeat investments, than reductions

Existing positions increased: 534 | Existing positions reduced: 338

20% more funds holding

Funds holding: 1,1261,348 (+222)

16% more funds holding in top 10

Funds holding in top 10: 231267 (+36)

4% more capital invested

Capital invested by funds: $58.2B → $60.7B (+$2.5B)

1.21% less ownership

Funds ownership: 48%46.79% (-1.2%)

62% less call options, than puts

Call options by funds: $95.2M | Put options by funds: $248M

Holders
1,348
Holders Change
+222
Holders Change %
+19.72%
% of All Funds
26.56%
Holding in Top 10
267
Holding in Top 10 Change
+36
Holding in Top 10 Change %
+15.58%
% of All Funds
5.26%
New
282
Increased
534
Reduced
338
Closed
47
Calls
$95.2M
Puts
$248M
Net Calls
-$153M
Net Calls Change
-$52.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
376
Sigma Planning Corp
Michigan
$7.79M +$1.71M +6,059 +30%
FAIM
377
Financial Advocates Investment Management
Washington
$7.77M -$182K -645 -2%
VWA
378
Visionary Wealth Advisors
Illinois
$7.71M +$7.38M +26,081 New
Lido Advisors
379
Lido Advisors
California
$7.68M -$2.06M -7,268 -22%
CFO
380
CVA Family Office
Colorado
$7.51M +$7.18M +25,399 New
EWM
381
Evercore Wealth Management
New York
$7.47M -$51.2K -181 -0.7%
EA
382
Elm Advisors
California
$7.36M -$160K -566 -2%
KPCM
383
Kings Point Capital Management
New York
$7.28M +$645K +2,280 +10%
SLT
384
St Louis Trust
Missouri
$7.25M -$3.96K -14 -0.1%
JCM
385
Jacobi Capital Management
Pennsylvania
$7.24M +$116K +411 +2%
BRWA
386
B. Riley Wealth Advisors
Florida
$7.17M +$1.22M +4,299 +22%
Mercer Global Advisors
387
Mercer Global Advisors
Colorado
$7.12M +$596K +2,106 +10%
NFG
388
Next Financial Group
Texas
$7.09M +$1.52M +5,362 +29%
GH
389
GAM Holding
Switzerland
$7.07M
MIAN
390
Mariner Independent Advisor Network
Kansas
$7.07M +$651K +2,303 +11%
BTW
391
Boston Trust Walden
Massachusetts
$7.04M -$18.4K -65 -0.3%
KFGK
392
Keystone Financial Group (Kentucky)
Kentucky
$7.03M -$152K -538 -2%
CFGS
393
Concourse Financial Group Securities
Alabama
$7.03M +$4.66M +16,462 +226%
JG
394
Jefferies Group
New York
$6.99M -$566 -2 -0%
BP
395
Ballentine Partners
Massachusetts
$6.95M +$219K +773 +3%
LWAC
396
Laurel Wealth Advisors (California)
California
$6.95M -$1.67M -5,915 -20%
CFMC
397
Curbstone Financial Management Corp
New Hampshire
$6.92M +$107K +380 +2%
JWCA
398
J.W. Cole Advisors
Florida
$6.87M +$6.57M +23,223 New
VCM
399
Vision Capital Management
Oregon
$6.82M -$141K -497 -2%
PWPCM
400
Perella Weinberg Partners Capital Management
New York
$6.76M +$6.47M +22,867 New

VOO Hedge Fund Activity: Q4 2019 in Review

1,348 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 ETF (VOO) for Q4 2019, worth a combined $60.7B — up 4.3% from $58.2B a quarter earlier.

Buyers outnumbered sellers: 282 funds opened new VOO positions and 47 closed out — a net gain of 235 holders — while 534 added to existing stakes and 338 trimmed.

The largest buyer was M&T Bank, adding an estimated $515M. The largest seller was Bank of America, cutting an estimated $4.57B.

  • 1,348 institutional investors held Vanguard S&P 500 ETF (VOO) as of Q4 2019, up from 1,126 in Q3 2019.
  • Funds reported $60.7B of Vanguard S&P 500 ETF stock for Q4 2019, up 4.3% quarter-over-quarter.
  • 282 funds opened new Vanguard S&P 500 ETF positions in Q4 2019 and 47 closed out, a net change of +235 holders.
  • The largest Vanguard S&P 500 ETF buyer in Q4 2019 was M&T Bank, an estimated $515M added.
  • The largest Vanguard S&P 500 ETF seller in Q4 2019 was Bank of America, an estimated $4.57B sold.

Based on aggregated 13F filings for Q4 2019.