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Vanguard S&P 500 ETF

1,348 hedge funds and large institutions have $60.7B invested in Vanguard S&P 500 ETF in 2019 Q4 according to their latest regulatory filings, with 282 funds opening new positions, 534 increasing their positions, 338 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 282 | Existing positions closed: 47

58% more repeat investments, than reductions

Existing positions increased: 534 | Existing positions reduced: 338

20% more funds holding

Funds holding: 1,1261,348 (+222)

16% more funds holding in top 10

Funds holding in top 10: 231267 (+36)

4% more capital invested

Capital invested by funds: $58.2B → $60.7B (+$2.5B)

1.21% less ownership

Funds ownership: 48%46.79% (-1.2%)

62% less call options, than puts

Call options by funds: $95.2M | Put options by funds: $248M

Holders
1,348
Holders Change
+222
Holders Change %
+19.72%
% of All Funds
26.56%
Holding in Top 10
267
Holding in Top 10 Change
+36
Holding in Top 10 Change %
+15.58%
% of All Funds
5.26%
New
282
Increased
534
Reduced
338
Closed
47
Calls
$95.2M
Puts
$248M
Net Calls
-$153M
Net Calls Change
-$52.5M
Name Holding Trade Value Shares
Change
Change in
Stake
IFA
476
Interactive Financial Advisors
Illinois
$4.57M +$850K +3,004 +24%
MHIC
477
Marble Harbor Investment Counsel
Massachusetts
$4.57M -$208K -737 -5%
GT
478
Glenview Trust
Kentucky
$4.54M -$271K -957 -6%
CAG
479
Crestwood Advisors Group
Massachusetts
$4.49M -$98.7K -349 -2%
HAS
480
HBW Advisory Services
California
$4.49M +$4.26M +15,050 New
SIC
481
Salem Investment Counselors
North Carolina
$4.44M +$3.39K +12 +0.1%
CDH
482
Charles D. Hyman
$4.42M -$5.66K -20 -0.1%
FPS
483
Fieldpoint Private Securities
Connecticut
$4.42M +$2.55M +9,029 +152%
ECM
484
Evergreen Capital Management
Washington
$4.42M -$1.47M -5,195 -26%
HTC
485
Haverford Trust Company
Pennsylvania
$4.36M +$224K +791 +6%
PAM
486
PVG Asset Management
Colorado
$4.36M -$194K -685 -4%
SRA
487
Summit Rock Advisors
New York
$4.32M -$43.3M -153,094 -91%
VIP
488
Vantage Investment Partners
Missouri
$4.3M
FLPIM
489
F.L. Putnam Investment Management
Massachusetts
$4.27M -$62.5K -221 -2%
CFC
490
Coyle Financial Counsel
Illinois
$4.23M +$28.6K +101 +0.7%
G
491
Gainplan
Michigan
$4.22M +$4.04M +14,276 New
DA
492
Detalus Advisors
Missouri
$4.21M +$4.02M +14,221 New
BG
493
Berry Group
Massachusetts
$4.14M +$3.96M +14,010 New
CS
494
Comerica Securities
Michigan
$4.12M +$7.64K +27 +0.2%
KIA
495
KCM Investment Advisors
California
$4.08M +$2.26K +8 +0.1%
RWM
496
Ritholtz Wealth Management
New York
$4.07M +$159K +562 +4%
FHA
497
Flagship Harbor Advisors
Massachusetts
$4.04M +$185K +653 +5%
RPC
498
Rossmore Private Capital
Connecticut
$4.03M -$566 -2 -0%
EWA
499
EP Wealth Advisors
California
$3.99M +$2.57M +9,096 +207%
RIM
500
Rampart Investment Management
Connecticut
$3.98M +$3.26M +11,529 +600%

VOO Hedge Fund Activity: Q4 2019 in Review

1,348 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 ETF (VOO) for Q4 2019, worth a combined $60.7B — up 4.3% from $58.2B a quarter earlier.

Buyers outnumbered sellers: 282 funds opened new VOO positions and 47 closed out — a net gain of 235 holders — while 534 added to existing stakes and 338 trimmed.

The largest buyer was M&T Bank, adding an estimated $515M. The largest seller was Bank of America, cutting an estimated $4.57B.

  • 1,348 institutional investors held Vanguard S&P 500 ETF (VOO) as of Q4 2019, up from 1,126 in Q3 2019.
  • Funds reported $60.7B of Vanguard S&P 500 ETF stock for Q4 2019, up 4.3% quarter-over-quarter.
  • 282 funds opened new Vanguard S&P 500 ETF positions in Q4 2019 and 47 closed out, a net change of +235 holders.
  • The largest Vanguard S&P 500 ETF buyer in Q4 2019 was M&T Bank, an estimated $515M added.
  • The largest Vanguard S&P 500 ETF seller in Q4 2019 was Bank of America, an estimated $4.57B sold.

Based on aggregated 13F filings for Q4 2019.