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Vanguard S&P 500 ETF
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Overview Fund Activity

680 hedge funds and large institutions have $31.3B invested in Vanguard S&P 500 ETF in 2017 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 322 increasing their positions, 173 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
680
Holders Change
+48
Holders Change %
+7.59%
% of All Funds
16.95%
Holding in Top 10
153
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+11.68%
% of All Funds
3.81%
New
81
Increased
322
Reduced
173
Closed
29
Calls
$39.6M
Puts
$66.3M
Net Calls
-$26.8M
Net Calls Change
-$22.3M

Top Buyers

1
RJA
Raymond James & Associates
Florida
+$1.01B
2
MML Investors Services
MML Investors Services
Massachusetts
+$356M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$128M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$126M
5
Ameriprise
Ameriprise
Minnesota
+$122M

Top Sellers

1
Citigroup
Citigroup
New York
-$334M
2
PPA
Parametric Portfolio Associates
Washington
-$257M
3
MIFH
Migdal Insurance & Financial Holdings
Israel
-$220M
4
IL
Investure LLC
Virginia
-$211M
5
CI
Clal Insurance
Israel
-$186M
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
501
Optimum Investment Advisors
Illinois
$502K +$43.3K +200 +9%
MM
502
Meridian Management
Arkansas
$494K -$978K -4,525 -66%
CIM
503
Contravisory Investment Management
Massachusetts
$481K +$481K +2,225 New
GIA
504
Guyasuta Investment Advisors
Pennsylvania
$476K – – –
FAB
505
First American Bank
Illinois
$473K – – –
OWM
506
Orgel Wealth Management
Wisconsin
$472K +$63K +291 +15%
FCH
507
Freestone Capital Holdings
Washington
$470K +$2.17K +10 +0.5%
EF
508
Empirical Finance
Pennsylvania
$470K +$467K +2,161 +14,407%
CIA
509
Covington Investment Advisors
Pennsylvania
$466K +$31.1K +144 +7%
PFM
510
Parsec Financial Management
North Carolina
$462K +$2.16K +10 +0.5%
FA
511
FCG Advisors
New Jersey
$452K +$452K +2,282 New
CAMG
512
CWA Asset Management Group
Florida
$448K +$63.4K +293 +16%
EFS
513
Essex Financial Services
Connecticut
$444K +$16.2K +75 +4%
FWSM
514
First Wilshire Securities Management
California
$440K – – –
1SB
515
1ST Source Bank
Indiana
$436K +$119K +548 +37%
TCM
516
TD Capital Management
Tennessee
$434K +$32.1K +148 +8%
PP
517
Palladium Partners
Virginia
$433K -$433K -2,000 -50%
SVCP
518
Silicon Valley Capital Partners
California
$433K +$1.95K +9 +0.5%
PP
519
Paloma Partners
Connecticut
$433K +$433K +2,000 New
CCM
520
Catawba Capital Management
Virginia
$432K – – –
FHC
521
First Heartland Consultants
Missouri
$418K – – –
B
522
BancorpSouth
Mississippi
$414K – – –
PTC
523
Philadelphia Trust Company
Pennsylvania
$407K -$123K -568 -23%
FDCDDQ
524
Federation des caisses Desjardins du Quebec
Quebec, Canada
$401K +$401K +1,852 New
MAS
525
Madden Advisory Services
Florida
$400K +$132K +610 +49%
19 20
21
22 23