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Vanguard S&P 500 ETF

1,422 hedge funds and large institutions have $69.4B invested in Vanguard S&P 500 ETF in 2020 Q2 according to their latest regulatory filings, with 166 funds opening new positions, 541 increasing their positions, 512 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,422
Holders Change
+88
Holders Change %
+6.6%
% of All Funds
29.23%
Holding in Top 10
316
Holding in Top 10 Change
+29
Holding in Top 10 Change %
+10.1%
% of All Funds
6.5%
New
166
Increased
541
Reduced
512
Closed
65
Calls
$230M
Puts
$209M
Net Calls
+$20.4M
Net Calls Change
+$235M
Name Holding Trade Value Shares
Change
Shares
Change %
GFPC
401
Global Financial Private Capital
Florida
$8.55M -$30.1M -105,576 -78%
Cohen & Steers
402
Cohen & Steers
New York
$8.53M +$1.6M +5,660 +23%
FMC
403
First Merchants Corp
Indiana
$8.46M +$5.07M +17,891 +150%
PWS
404
Paragon Wealth Strategies
Florida
$8.44M +$8.44M +29,769 New
APA
405
American Portfolios Advisors
New York
$8.42M -$506K -1,786 -6%
CI
406
Conning Inc
Connecticut
$8.35M +$5.1K +18 +0.1%
Franklin Resources
407
Franklin Resources
California
$8.34M -$48.1M -160,263 -85%
NSIM
408
North Star Investment Management
Illinois
$8.34M -$179K -630 -2%
BL
409
Balentine LLC
Georgia
$8.28M +$74.3K +262 +0.9%
CL
410
CPWM LLC
Washington
$8.27M +$2.7M +9,542 +49%
MOS
411
MGO One Seven
Ohio
$8.22M +$2.43M +8,561 +42%
SFFS
412
Stonehage Fleming Financial Services
Jersey
$8.2M
SLT
413
St Louis Trust
Missouri
$8.09M -$1.31M -4,636 -14%
WA
414
Waverly Advisors
Alabama
$8.05M +$93.8K +303 +1%
Mercer Global Advisors
415
Mercer Global Advisors
Colorado
$8.02M +$277K +979 +4%
WI
416
Wintrust Investments
Illinois
$8.02M +$209K +739 +3%
BEAM
417
Baker Ellis Asset Management
Washington
$7.99M -$618K -2,179 -7%
RC
418
Roundview Capital
New Jersey
$7.98M +$4.85M +17,114 +155%
ZF
419
Zhang Financial
Michigan
$7.85M -$159K -561 -2%
HNB
420
Huntington National Bank
Ohio
$7.82M -$5.92M
LAS
421
Lloyd Advisory Services
Georgia
$7.82M -$395K -1,395 -5%
MWM
422
Madison Wealth Management
Ohio
$7.79M +$1.28M +4,523 +20%
RCIM
423
Red Cedar Investment Management
Michigan
$7.59M +$7.44M +26,265 +5,201%
OIS
424
Okabena Investment Services
Minnesota
$7.51M +$7.51M +26,483 New
SFG
425
Sunburst Financial Group
Alabama
$7.43M -$155K -548 -2%