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Vanguard S&P 500 ETF
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Overview Fund Activity

632 hedge funds and large institutions have $27.6B invested in Vanguard S&P 500 ETF in 2016 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 287 increasing their positions, 142 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
632
Holders Change
+69
Holders Change %
+12.26%
% of All Funds
15.82%
Holding in Top 10
137
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+22.32%
% of All Funds
3.43%
New
109
Increased
287
Reduced
142
Closed
33
Calls
$31.9M
Puts
$36.4M
Net Calls
-$4.43M
Net Calls Change
-$14.6M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.8B
2
Bank of America
Bank of America
North Carolina
$2.7B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$643M
4
IL
Investure LLC
Virginia
$252M
5
GL
Globe Life
Texas
$135M

Top Sellers

1
DCM
Dupont Capital Management
Delaware
$379M
2
PPFA
Provida Pension Fund Administrator
Chile
$0
3
MIFH
Migdal Insurance & Financial Holdings
Israel
$406M
4
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$935M
5
CI
Clal Insurance
Israel
$1.15B
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
551
Concorde Asset Management
Michigan
$240K -$110K -534 -31%
SWA
552
SFMG Wealth Advisors
Texas
$240K – – –
DMC
553
Drexel Morgan & Co
Pennsylvania
$240K – – –
ACM
554
Azimuth Capital Management
Michigan
$240K +$18.5K +90 +8%
MCM
555
McRae Capital Management
New Jersey
$236K – – –
G
556
GenTrust
Florida
$234K +$234K +1,140 New
AC
557
Abbrea Capital
California
$228K +$228K +1,110 New
AFP
558
Ausdal Financial Partners
Iowa
$226K -$19.9K -97 -8%
KFA
559
Kelleher Financial Advisors
New York
$226K +$226K +1,102 New
AUB
560
Atlantic Union Bankshares
Virginia
$224K +$224K +1,090 New
SFP
561
Shepherd Financial Partners
Massachusetts
$222K +$222K +1,071 New
AA
562
Alesco Advisors
New York
$221K – – –
WAP
563
Wealthcare Advisory Partners
Pennsylvania
$219K +$6.16K +30 +3%
CPO
564
Cerity Partners OCIO
New York
$216K +$4.32K +21 +2%
TIM
565
Tortoise Investment Management
New York
$210K +$1.85K +9 +0.9%
Betterment LLC
566
Betterment LLC
New York
$208K -$1.64K -8 -0.8%
RWM
567
RKL Wealth Management
Pennsylvania
$207K +$207K +1,008 New
CPA
568
Court Place Advisors
Maryland
$205K -$1.85K -9 -0.9%
PWMAG
569
Pinnacle Wealth Management Advisory Group
New Jersey
$205K +$205K +1,000 New
BFEC
570
Benjamin F. Edwards & Company
Missouri
$204K +$13.9K +68 +7%
CAM
571
Covenant Asset Management
New Jersey
$201K +$201K +977 New
CFA
572
Carroll Financial Associates
North Carolina
$169K +$2.79K +14 +2%
IAS
573
INR Advisory Services
Pennsylvania
$162K – – –
HI
574
Hudock Inc
Pennsylvania
$148K – – –
PA
575
Parallel Advisors
California
$146K +$146K +709 New
21 22
23
24 25