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Vanguard S&P 500 ETF
VOO

223 hedge funds and large institutions have $7.34B invested in Vanguard S&P 500 ETF in 2014 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 113 increasing their positions, 45 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

151% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 45

60% more call options, than puts

Call options by funds: $21.9M | Put options by funds: $13.7M

57% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 21

21% more capital invested

Capital invested by funds: $6.09B → $7.34B (+$1.25B)

4% more funds holding

Funds holding: 215 → 223 (+8)

4% more funds holding in top 10

Funds holding in top 10: 28 → 29 (+1)

3.21% more ownership

Funds ownership: 41.25% → 44.46% (+3.2%)

Holders
223
Holders Change
+8
Holders Change %
+3.72%
% of All Funds
6.44%
Holding in Top 10
29
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.57%
% of All Funds
0.84%
New
33
Increased
113
Reduced
45
Closed
21
Calls
$21.9M
Puts
$13.7M
Net Calls
+$8.18M
Net Calls Change
+$2.04M

Top Buyers

1
PPFA
Provida Pension Fund Administrator
Chile
+$592M
2
AUIM
Aegon USA Investment Management
Iowa
+$86.1M
3
PPA
Parametric Portfolio Associates
Washington
+$80.4M
4
Citigroup
Citigroup
New York
+$64.5M
5
JC
JBF Capital
Colorado
+$63.2M

Top Sellers

1
Fisher Asset Management
Fisher Asset Management
Washington
-$150M
2
KeyBank National Association
KeyBank National Association
Ohio
-$38.8M
3
Nomura Asset Management
Nomura Asset Management
Japan
-$25.3M
4
AT
Allston Trading
Illinois
-$7.79M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$5.81M
Name Holding Trade Value Shares
Change 		Change in
Stake
Northern Trust
26
Northern Trust
Illinois
$39.4M +$114K +679 +0.3%
Stifel Financial
27
Stifel Financial
Missouri
$37.2M +$36.5M +217,145 New
EMA
28
Efficient Market Advisors
California
$36.3M +$4.7M +27,969 +15%
LPL Financial
29
LPL Financial
California
$33.7M +$2.14M +12,749 +7%
K
30
Kemper
Illinois
$32.6M +$32M +190,000 New
Schroder Investment Management Group
31
Schroder Investment Management Group
United Kingdom
$32.1M – – –
HCM
32
HM Capital Management
Missouri
$30.5M -$2.04M -12,144 -6%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$29.6M -$5.81M -34,547 -17%
BFPW
34
BOK Financial Private Wealth
Colorado
$28.9M -$2.66M -15,808 -9%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$27M +$2.66M +15,807 +11%
AIM
36
Acropolis Investment Management
Missouri
$26M +$3.68M +21,886 +17%
AIA
37
Alerus Investment Advisors
Minnesota
$23.4M +$13.5M +80,561 +144%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$22.8M +$11.5M +68,462 +106%
BHB
39
Bank Hapoalim BM
Israel
$19.5M +$19.2M +114,000 New
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$18.3M +$231K +1,374 +1%
JFG
41
JMG Financial Group
Illinois
$17.9M -$728K -4,330 -4%
AWA
42
AmeriServ Wealth Advisors
Pennsylvania
$17.4M -$109K -650 -0.6%
GT
43
Glenmede Trust
Pennsylvania
$17.1M +$6.18M +36,748 +58%
AA
44
ALPS Advisors
Colorado
$15.4M +$7.55M +44,918 +100%
AA
45
Ancora Advisors
Ohio
$14.8M +$76.5K +455 +0.5%
CWA
46
Constellation Wealth Advisors
New York
$14.4M +$5.53M +32,893 +65%
CS
47
Credit Suisse
Switzerland
$14.3M -$2.16M -12,869 -13%
AIP
48
Ameritas Investment Partners
Nebraska
$11.9M +$4.96M +29,500 +74%
WA
49
Waverly Advisors
Alabama
$11.8M -$393K -2,337 -3%
RJFSA
50
Raymond James Financial Services Advisors
Florida
$11.6M +$11.4M +67,733 New
1
2
3 4 5

VOO Hedge Fund Activity: Q1 2014 in Review

223 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 ETF (VOO) for Q1 2014, worth a combined $7.34B — up 21% from $6.09B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new VOO positions and 21 closed out — a net gain of 12 holders — while 113 added to existing stakes and 45 trimmed.

The largest buyer was Provida Pension Fund Administrator, adding an estimated $592M. The largest seller was Fisher Asset Management, cutting an estimated $150M.

  • 223 institutional investors held Vanguard S&P 500 ETF (VOO) as of Q1 2014, up from 215 in Q4 2013.
  • Funds reported $7.34B of Vanguard S&P 500 ETF stock for Q1 2014, up 21% quarter-over-quarter.
  • 33 funds opened new Vanguard S&P 500 ETF positions in Q1 2014 and 21 closed out, a net change of +12 holders.
  • The largest Vanguard S&P 500 ETF buyer in Q1 2014 was Provida Pension Fund Administrator, an estimated $592M added.
  • The largest Vanguard S&P 500 ETF seller in Q1 2014 was Fisher Asset Management, an estimated $150M sold.

Based on aggregated 13F filings for Q1 2014.