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Vanguard S&P 500 ETF

2,067 hedge funds and large institutions have $114B invested in Vanguard S&P 500 ETF in 2022 Q3 according to their latest regulatory filings, with 105 funds opening new positions, 1,018 increasing their positions, 660 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more repeat investments, than reductions

Existing positions increased: 1,018 | Existing positions reduced: 660

15% more capital invested

Capital invested by funds: $99.4B → $114B (+$15B)

13% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 93

3% more funds holding in top 10

Funds holding in top 10: 480496 (+16)

0.68% less ownership

Funds ownership: 40.59%39.91% (-0.68%)

1% less funds holding

Funds holding: 2,0852,067 (-18)

73% less call options, than puts

Call options by funds: $950M | Put options by funds: $3.46B

Holders
2,067
Holders Change
-18
Holders Change %
-0.86%
% of All Funds
35.6%
Holding in Top 10
496
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+3.33%
% of All Funds
8.54%
New
105
Increased
1,018
Reduced
660
Closed
93
Calls
$950M
Puts
$3.46B
Net Calls
-$2.51B
Net Calls Change
-$558M
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$534M -$26.9M -73,703 -4%
CI
27
Clal Insurance
Israel
$532M +$25.3M +69,197 +4%
NAM
28
Nissay Asset Management
Japan
$531M -$75.2M -206,000 -11%
Stifel Financial
29
Stifel Financial
Missouri
$476M +$30M +82,089 +6%
CSIA
30
Charles Schwab Investment Advisory
California
$470M +$36.4M +99,696 +7%
Truist Financial
31
Truist Financial
North Carolina
$465M +$112M +305,494 +28%
Cerity Partners
32
Cerity Partners
New York
$461M -$117M -320,690 -19%
ERSOT
33
Employees Retirement System of Texas
Texas
$445M +$495M +1,355,600 New
V
34
Veritable
Delaware
$417M +$17.1M +46,954 +4%
Citigroup
35
Citigroup
New York
$413M +$20.3M +55,652 +5%
JFG
36
JMG Financial Group
Illinois
$406M +$1.62M +4,425 +0.4%
Jones Financial Companies
37
Jones Financial Companies
Missouri
$383M +$10.7M +29,331 +3%
Fisher Asset Management
38
Fisher Asset Management
Washington
$381M +$30.7M +83,939 +8%
Schroder Investment Management Group
39
Schroder Investment Management Group
United Kingdom
$378M -$131M -359,165 -24%
AIA
40
Angeles Investment Advisors
California
$377M +$187M +511,885 +80%
RC
41
RegentAtlantic Capital
New Jersey
$374M +$215M +588,822 +107%
SAI
42
Systematic Alpha Investments
New Jersey
$372M
BTI
43
Blue Trust Inc
Georgia
$361M +$32.1M +87,810 +9%
NYLIC
44
New York Life Insurance Company
New York
$357M +$8.94M +24,469 +2%
WANY
45
Wealthspire Advisors (New York)
New York
$353M +$9.48M +25,968 +2%
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$349M +$57.9M +158,591 +18%
HighTower Advisors
47
HighTower Advisors
Illinois
$344M +$14.6M +39,868 +4%
AWM
48
AE Wealth Management
Kansas
$344M +$2.11M +5,766 +0.6%
VA
49
Valmark Advisers
Ohio
$328M +$4.22M +11,543 +1%
Manulife (Manufacturers Life Insurance)
50
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$328M +$17.3M +47,248 +5%

VOO Hedge Fund Activity: Q3 2022 in Review

2,067 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 ETF (VOO) for Q3 2022, worth a combined $114B — up 15% from $99.4B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new VOO positions and 93 closed out — a net gain of 12 holders — while 1,018 added to existing stakes and 660 trimmed.

The largest buyer was Employees Retirement System of Texas, opening a new position worth an estimated $495M. The largest seller was Bank of America, cutting an estimated $332M.

  • 2,067 institutional investors held Vanguard S&P 500 ETF (VOO) as of Q3 2022, down from 2,085 in Q2 2022.
  • Funds reported $114B of Vanguard S&P 500 ETF stock for Q3 2022, up 15% quarter-over-quarter.
  • 105 funds opened new Vanguard S&P 500 ETF positions in Q3 2022 and 93 closed out, a net change of +12 holders.
  • The largest Vanguard S&P 500 ETF buyer in Q3 2022 was Employees Retirement System of Texas, an estimated $495M added.
  • The largest Vanguard S&P 500 ETF seller in Q3 2022 was Bank of America, an estimated $332M sold.

Based on aggregated 13F filings for Q3 2022.