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Vanguard S&P 500 ETF

942 hedge funds and large institutions have $48.7B invested in Vanguard S&P 500 ETF in 2018 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 387 increasing their positions, 276 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 38

40% more repeat investments, than reductions

Existing positions increased: 387 | Existing positions reduced: 276

19% more capital invested

Capital invested by funds: $40.8B → $48.7B (+$7.88B)

4% more funds holding

Funds holding: 904942 (+38)

3% more funds holding in top 10

Funds holding in top 10: 176182 (+6)

1.19% more ownership

Funds ownership: 45.5%46.7% (+1.2%)

25% less call options, than puts

Call options by funds: $47.7M | Put options by funds: $64M

Holders
942
Holders Change
+38
Holders Change %
+4.2%
% of All Funds
21.54%
Holding in Top 10
182
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+3.41%
% of All Funds
4.16%
New
83
Increased
387
Reduced
276
Closed
38
Calls
$47.7M
Puts
$64M
Net Calls
-$16.3M
Net Calls Change
-$26M
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$382M +$58.1M +221,856 +18%
USAA
27
United Services Automobile Association
Texas
$371M +$4.81M +18,366 +1%
Mirae Asset Global Investments
28
Mirae Asset Global Investments
South Korea
$352M +$51.2M +195,776 +17%
NLI
29
Nippon Life Insurance
Japan
$351M
LPL Financial
30
LPL Financial
California
$350M +$25.2M +96,458 +8%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$328M +$14M +53,463 +5%
EMPI
32
Elo Mutual Pension Insurance
Finland
$327M -$19.6M -75,000 -6%
KIM
33
Karpus Investment Management
New York
$326M +$4.34M +16,575 +1%
V
34
Veritable
Delaware
$326M -$1.31M -5,024 -0.4%
AG
35
Advisor Group
Arizona
$317M +$107M +409,036 +53%
VMPIC
36
Varma Mutual Pension Insurance Co
Finland
$297M -$186M -712,500 -39%
SS
37
Simplicity Solutions
Minnesota
$293M +$40M +152,698 +16%
DLIC
38
Daido Life Insurance Company
Japan
$282M
KeyBank National Association
39
KeyBank National Association
Ohio
$269M -$14.2M -54,403 -5%
AWM
40
AE Wealth Management
Kansas
$255M +$15.8M +60,390 +7%
Stifel Financial
41
Stifel Financial
Missouri
$249M -$35.5M -135,703 -13%
Bessemer Group
42
Bessemer Group
New Jersey
$209M +$3.52M +13,457 +2%
JFG
43
JMG Financial Group
Illinois
$207M +$24M +91,832 +13%
HCC
44
Hirtle Callaghan & Co
Pennsylvania
$206M
GL
45
Globe Life
Texas
$181M +$827K +3,162 +0.5%
LMIM
46
Lockheed Martin Investment Management
Maryland
$174M +$14M +53,400 +9%
State of Tennessee, Department of Treasury
47
State of Tennessee, Department of Treasury
Tennessee
$166M
KP
48
Keel Point
Alabama
$165M +$23.1M +88,157 +17%
PPFA
49
Provida Pension Fund Administrator
Chile
$151M +$55.8M +213,320 +60%
WCG
50
Wall Capital Group
Arizona
$143M +$137M +524,673 +5,283%

VOO Hedge Fund Activity: Q3 2018 in Review

942 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 ETF (VOO) for Q3 2018, worth a combined $48.7B — up 19% from $40.8B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new VOO positions and 38 closed out — a net gain of 45 holders — while 387 added to existing stakes and 276 trimmed.

The largest buyer was Bank of America, adding an estimated $4.56B. The largest seller was Citigroup, cutting an estimated $358M.

  • 942 institutional investors held Vanguard S&P 500 ETF (VOO) as of Q3 2018, up from 904 in Q2 2018.
  • Funds reported $48.7B of Vanguard S&P 500 ETF stock for Q3 2018, up 19% quarter-over-quarter.
  • 83 funds opened new Vanguard S&P 500 ETF positions in Q3 2018 and 38 closed out, a net change of +45 holders.
  • The largest Vanguard S&P 500 ETF buyer in Q3 2018 was Bank of America, an estimated $4.56B added.
  • The largest Vanguard S&P 500 ETF seller in Q3 2018 was Citigroup, an estimated $358M sold.

Based on aggregated 13F filings for Q3 2018.