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Vanguard S&P 500 ETF
VOO

271 hedge funds and large institutions have $8.55B invested in Vanguard S&P 500 ETF in 2014 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 140 increasing their positions, 47 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

198% more repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 47

115% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 20

36% more funds holding in top 10

Funds holding in top 10: 33 → 45 (+12)

11% more capital invested

Capital invested by funds: $7.67B → $8.55B (+$880M)

8% more funds holding

Funds holding: 250 → 271 (+21)

0.24% less ownership

Funds ownership: 39.61% → 39.37% (-0.24%)

34% less call options, than puts

Call options by funds: $20.6M | Put options by funds: $31M

Holders
271
Holders Change
+21
Holders Change %
+8.4%
% of All Funds
7.86%
Holding in Top 10
45
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+36.36%
% of All Funds
1.31%
New
43
Increased
140
Reduced
47
Closed
20
Calls
$20.6M
Puts
$31M
Net Calls
-$10.4M
Net Calls Change
-$9.91M

Top Buyers

1
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
+$357M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$101M
3
PPFA
Provida Pension Fund Administrator
Chile
+$81.2M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$80.2M
5
NLI
Nippon Life Insurance
Japan
+$57M

Top Sellers

1
AUIM
Aegon USA Investment Management
Iowa
-$205M
2
Goldman Sachs
Goldman Sachs
New York
-$177M
3
AWA
AmeriServ Wealth Advisors
Pennsylvania
-$19.6M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$16.5M
5
WCM
Weatherstone Capital Management
Colorado
-$13.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
V
26
Veritable
Delaware
$60M +$10.7M +58,900 +22%
JMPWA
27
JP Morgan Private Wealth Advisors
California
$58.8M +$7.68M +42,381 +15%
Bank of Nova Scotia
28
Bank of Nova Scotia
Ontario, Canada
$54M +$54.2M +299,209 New
TCM
29
Twin Capital Management
Pennsylvania
$50.8M +$97.9K +540 +0.2%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$48.8M +$2.44M +13,448 +5%
EMA
31
Efficient Market Advisors
California
$48.5M +$11.7M +64,466 +32%
ST
32
Smithfield Trust
Pennsylvania
$45.7M +$1.09M +6,009 +2%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$45M -$16.5M -91,037 -27%
MA
34
MCF Advisors
Kentucky
$45M +$297K +1,639 +0.6%
Stifel Financial
35
Stifel Financial
Missouri
$43.1M +$2.02M +11,135 +5%
CC
36
Curian Capital
Colorado
$43M +$15M +82,949 +53%
RCS
37
Retirement Capital Strategies
California
$42.5M +$473K +2,610 +1%
Schroder Investment Management Group
38
Schroder Investment Management Group
United Kingdom
$41.4M +$6.61M +36,475 +19%
Northern Trust
39
Northern Trust
Illinois
$40.8M +$311K +1,718 +0.8%
LPL Financial
40
LPL Financial
California
$38M +$1.65M +9,109 +4%
AIP
41
Ameritas Investment Partners
Nebraska
$37M +$8.94M +49,330 +32%
Allianz Asset Management
42
Allianz Asset Management
Germany
$36.9M +$26.8M +147,934 +283%
HCM
43
HM Capital Management
Missouri
$36.1M +$3.22M +17,774 +10%
K
44
Kemper
Illinois
$34.3M – – –
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$33.6M +$1.77M +9,769 +6%
BFPW
46
BOK Financial Private Wealth
Colorado
$30.4M +$175K +965 +0.6%
AIM
47
Acropolis Investment Management
Missouri
$29.1M +$1.54M +8,508 +6%
AA
48
ALPS Advisors
Colorado
$23.8M +$2.31M +12,744 +11%
VF
49
Virtu Financial
New York
$23M +$23.1M +127,361 New
JFG
50
JMG Financial Group
Illinois
$22.8M +$2.67M +14,708 +13%
1
2
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VOO Hedge Fund Activity: Q3 2014 in Review

271 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 ETF (VOO) for Q3 2014, worth a combined $8.55B — up 11% from $7.67B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new VOO positions and 20 closed out — a net gain of 23 holders — while 140 added to existing stakes and 47 trimmed.

The largest buyer was National Mutual Insurance Federation of Agricultural Cooperatives, adding an estimated $357M. The largest seller was Aegon USA Investment Management, cutting an estimated $205M.

  • 271 institutional investors held Vanguard S&P 500 ETF (VOO) as of Q3 2014, up from 250 in Q2 2014.
  • Funds reported $8.55B of Vanguard S&P 500 ETF stock for Q3 2014, up 11% quarter-over-quarter.
  • 43 funds opened new Vanguard S&P 500 ETF positions in Q3 2014 and 20 closed out, a net change of +23 holders.
  • The largest Vanguard S&P 500 ETF buyer in Q3 2014 was National Mutual Insurance Federation of Agricultural Cooperatives, an estimated $357M added.
  • The largest Vanguard S&P 500 ETF seller in Q3 2014 was Aegon USA Investment Management, an estimated $205M sold.

Based on aggregated 13F filings for Q3 2014.