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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
Citadel Advisors
451
Citadel Advisors
Florida
$1.53M +$1.49M +6,221 New
AP
452
Arlington Partners
Alabama
$1.49M +$1.45M +6,077 New
LC
453
Landaas & Company
Wisconsin
$1.49M -$6.69K -28 -0.5%
PFO
454
Pathstone Family Office
New Jersey
$1.48M +$849K +3,554 +96%
TSW
455
Thompson Siegel & Walmsley
Virginia
$1.48M +$698K +2,919 +94%
MAM
456
Meeder Asset Management
Ohio
$1.47M -$461K -1,927 -24%
IWC
457
Integrated Wealth Concepts
Massachusetts
$1.44M +$1.36M +5,709 New
PFA
458
Paradigm Financial Advisors
Missouri
$1.43M -$16.7K -70 -1%
SBH
459
Segall Bryant & Hamill
Illinois
$1.42M +$1.38M +5,792 New
CWM
460
Capital Wealth Management
Rhode Island
$1.41M +$1.38M +5,763 New
WT
461
Whittier Trust
California
$1.41M -$34.7K -145 -2%
OAM
462
Oppenheimer Asset Management
New York
$1.39M
TYCC
463
Texas Yale Capital Corp
Florida
$1.38M +$1.34M +5,618 New
WDL
464
Well Done LLC
Michigan
$1.38M +$239 +1 +0%
BI
465
Bredin Investment
Delaware
$1.37M +$1.33M +5,549 New
RIM
466
Rampart Investment Management
Connecticut
$1.36M +$242K +1,013 +22%
JIC
467
Johnson Investment Counsel
Ohio
$1.36M -$97.3K -407 -7%
HB
468
Homrich & Berg
Georgia
$1.33M +$95.6K +400 +8%
QAM
469
QCI Asset Management
New York
$1.29M +$22K +92 +2%
PWG
470
Private Wealth Group
Florida
$1.29M +$1.25M +5,246 New
BAM
471
Belpointe Asset Management
Nevada
$1.28M -$385K -1,611 -24%
PL
472
Plancorp LLC
Missouri
$1.27M +$52.3K +219 +4%
FNT
473
First National Trust
Pennsylvania
$1.27M +$985K +4,123 +390%
CWM
474
Connecticut Wealth Management
Connecticut
$1.27M -$53.8K -225 -4%
CA
475
Continuum Advisory
Idaho
$1.26M -$435K -1,820 -26%

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.