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Vanguard S&P 500 ETF

215 hedge funds and large institutions have $6.09B invested in Vanguard S&P 500 ETF in 2013 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 88 increasing their positions, 52 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 20

69% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 52

63% more call options, than puts

Call options by funds: $15.9M | Put options by funds: $9.74M

58% more capital invested

Capital invested by funds: $3.86B → $6.09B (+$2.24B)

33% more funds holding in top 10

Funds holding in top 10: 2128 (+7)

26% more funds holding

Funds holding: 171215 (+44)

24.29% more ownership

Funds ownership: 16.96%41.25% (+24%)

Holders
215
Holders Change
+44
Holders Change %
+25.73%
% of All Funds
6.24%
Holding in Top 10
28
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+33.33%
% of All Funds
0.81%
New
65
Increased
88
Reduced
52
Closed
20
Calls
$15.9M
Puts
$9.74M
Net Calls
+$6.15M
Net Calls Change
+$141K
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$35M +$10.3M +63,648 +44%
HCM
27
HM Capital Management
Missouri
$32.2M +$535K +3,300 +2%
Schroder Investment Management Group
28
Schroder Investment Management Group
United Kingdom
$31.7M -$263K -1,620 -0.9%
BFPW
29
BOK Financial Private Wealth
Colorado
$31.2M -$2.18M -13,449 -7%
LPL Financial
30
LPL Financial
California
$31.1M +$4.76M +29,344 +19%
EMA
31
Efficient Market Advisors
California
$31.1M +$5.41M +33,362 +22%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$23.9M +$2.63M +16,195 +13%
AIM
33
Acropolis Investment Management
Missouri
$22M -$2.79M -17,212 -12%
JFG
34
JMG Financial Group
Illinois
$18.4M +$2.35M +14,485 +15%
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$17.8M -$115K -709 -0.7%
AWA
36
AmeriServ Wealth Advisors
Pennsylvania
$17.3M -$22.7K -140 -0.1%
CS
37
Credit Suisse
Switzerland
$16.3M +$15.6M +96,223 New
AA
38
Ancora Advisors
Ohio
$14.5M +$30.8K +190 +0.2%
MAA
39
Managed Account Advisors
New Jersey
$12.8M +$12.3M +75,879 New
Allianz Asset Management
40
Allianz Asset Management
Germany
$12.2M +$11.7M +72,300 New
WA
41
Waverly Advisors
Alabama
$12.1M +$11.6M +71,446 New
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$10.9M +$10.5M +64,556 New
GT
43
Glenmede Trust
Pennsylvania
$10.7M +$1.94M +11,953 +23%
AIA
44
Alerus Investment Advisors
Minnesota
$9.36M +$2.08M +12,830 +30%
MSA
45
Mason Street Advisors
Wisconsin
$9.03M
Ameriprise
46
Ameriprise
Minnesota
$8.78M +$5.36M +33,061 +175%
CWA
47
Constellation Wealth Advisors
New York
$8.61M +$4.56M +28,119 +123%
GC
48
Guggenheim Capital
Illinois
$8.61M -$162 -1 -0%
VC
49
Vicus Capital
Pennsylvania
$8.2M +$1.23M +7,571 +18%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$8.2M +$1.61M +9,935 +26%