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Vanguard S&P 500 ETF
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Overview Fund Activity

693 hedge funds and large institutions have $32.9B invested in Vanguard S&P 500 ETF in 2017 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 330 increasing their positions, 190 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
693
Holders Change
+13
Holders Change %
+1.91%
% of All Funds
17.3%
Holding in Top 10
152
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.65%
% of All Funds
3.8%
New
61
Increased
330
Reduced
190
Closed
38
Calls
$27.3M
Puts
$20.1M
Net Calls
+$7.12M
Net Calls Change
+$33.9M

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$2.03B
2
Bank of America
2
Bank of America
North Carolina
$3.16B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$2.29B
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1B
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.37B

Top Sellers

1
MML Investors Services
1
MML Investors Services
Massachusetts
$32.7M
2
DCM
2
Dupont Capital Management
Delaware
$126M
3
RIM
3
Rampart Investment Management
Connecticut
$968K
4
PPA
4
Parametric Portfolio Associates
Washington
$2.12B
5
Goldman Sachs
5
Goldman Sachs
New York
$519M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
451
Choate Investment Advisors
Massachusetts
$953K – – –
HCA
452
Horan Capital Advisors
Ohio
$953K +$103K +462 +12%
GC
453
Gibson Capital
Pennsylvania
$948K -$87.1K -393 -8%
MGIA
454
Moneta Group Investment Advisors
Missouri
$940K -$21.1K -95 -2%
BAM
455
Barrett Asset Management
New York
$938K -$205K -925 -18%
CCM
456
Colorado Capital Management
Colorado
$933K – – –
FDCDDQ
457
Federation des caisses Desjardins du Quebec
Quebec, Canada
$918K +$506K +2,280 +123%
SCM
458
SOL Capital Management
Maryland
$917K +$917K +4,130 New
GRP
459
Global Retirement Partners
California
$910K -$20.4K -92 -2%
HL
460
HeadInvest LLC
Maine
$905K +$4.44K +20 +0.5%
BMO
461
Beck Mack & Oliver
New York
$902K – – –
JIC
462
Joel Isaacson & Co
New York
$897K +$54.2K +244 +6%
EB
463
Eastern Bank
Massachusetts
$852K +$178K +800 +26%
MBT
464
Montecito Bank & Trust
California
$852K +$189K +850 +28%
RT
465
Rockland Trust
Massachusetts
$847K +$168K +755 +25%
EWA
466
Exencial Wealth Advisors
Oklahoma
$838K -$4K -18 -0.5%
PWLP
467
Prio Wealth Limited Partnership
Massachusetts
$837K – – –
PTC
468
Private Trust Company
Ohio
$836K +$10.9K +49 +1%
AF
469
Affiance Financial
Minnesota
$829K -$71.7K -323 -8%
NB
470
Nicolet Bankshares
Wisconsin
$821K – – –
MWM
471
Modera Wealth Management
New Jersey
$802K +$119K +534 +17%
HCM
472
Hollencrest Capital Management
California
$799K – – –
RMAM
473
Raab & Moskowitz Asset Management
New Jersey
$798K +$52.6K +235 +7%
OCM
474
Oakwood Capital Management
California
$794K -$39.1K -176 -5%
CA
475
Capital Advantage
California
$790K -$1.66M -7,459 -68%
17 18
19
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