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Vanguard S&P 500 ETF

844 hedge funds and large institutions have $40.7B invested in Vanguard S&P 500 ETF in 2017 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 315 increasing their positions, 225 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

504% more first-time investments, than exits

New positions opened: 157 | Existing positions closed: 26

40% more repeat investments, than reductions

Existing positions increased: 315 | Existing positions reduced: 225

20% more call options, than puts

Call options by funds: $27M | Put options by funds: $22.5M

17% more funds holding

Funds holding: 720844 (+124)

17% more capital invested

Capital invested by funds: $34.9B → $40.7B (+$5.82B)

16% more funds holding in top 10

Funds holding in top 10: 154178 (+24)

1.63% more ownership

Funds ownership: 47.06%48.69% (+1.6%)

Holders
844
Holders Change
+124
Holders Change %
+17.22%
% of All Funds
19.14%
Holding in Top 10
178
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+15.58%
% of All Funds
4.04%
New
157
Increased
315
Reduced
225
Closed
26
Calls
$27M
Puts
$22.5M
Net Calls
+$4.54M
Net Calls Change
+$6.98M
Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
576
Barclays
United Kingdom
$676K -$8.12M -33,974 -93%
LIA
577
LBMC Investment Advisors
Tennessee
$665K -$4.78K -20 -0.7%
PA
578
Pinnacle Associates
New York
$652K -$47.8K -200 -7%
JSL
579
JT Stratford LLC
Georgia
$647K +$228K +954 +57%
BIA
580
BHK Investment Advisors
Alabama
$642K +$625K +2,617 New
BCP
581
Berkeley Capital Partners
Georgia
$633K -$4.3K -18 -0.7%
CA
582
Commerzbank Aktiengesellschaft
Germany
$633K +$160K +668 +35%
SBSB
583
Sullivan, Bruyette, Speros & Blaney
Virginia
$632K -$32.7K -137 -5%
PA
584
PFG Advisors
Arizona
$632K +$616K +2,578 New
KA
585
Kovack Advisors
Florida
$630K +$56.2K +235 +10%
JGUA
586
John G. Ullman & Associates
New York
$627K +$323K +1,352 +112%
MM
587
Meridian Management
Arkansas
$622K -$10.8K -45 -2%
BWM
588
Buckley Wealth Management
Nevada
$616K +$600K +2,512 New
CC
589
Courier Capital
New York
$607K +$34.2K +143 +6%
SBIA
590
Sheaff Brock Investment Advisors
Indiana
$602K -$93.9K -393 -14%
AIM
591
Allen Investment Management
New York
$596K
IAMOG
592
Investors Asset Management of Georgia
Georgia
$596K
CB
593
Commerce Bank
Missouri
$592K -$5.97K -25 -1%
WA
594
WBH Advisory
Maryland
$592K
SPI
595
Santori & Peters Inc
Pennsylvania
$591K +$588K +2,462 New
WLIM
596
White Lighthouse Investment Management
Massachusetts
$587K +$572K +2,393 New
AW
597
ACG Wealth
Georgia
$586K +$19.1K +80 +3%
ECM
598
EagleClaw Capital Management
Massachusetts
$580K
OIA
599
Optimum Investment Advisors
Illinois
$576K -$1.67K -7 -0.3%
ATIA
600
American Trust Investment Advisors
New Hampshire
$576K +$127K +532 +29%

VOO Hedge Fund Activity: Q4 2017 in Review

844 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 ETF (VOO) for Q4 2017, worth a combined $40.7B — up 17% from $34.9B a quarter earlier.

Buyers outnumbered sellers: 157 funds opened new VOO positions and 26 closed out — a net gain of 131 holders — while 315 added to existing stakes and 225 trimmed.

The largest buyer was Bank of America, adding an estimated $1.31B. The largest seller was JP Morgan Chase, cutting an estimated $1.11B.

  • 844 institutional investors held Vanguard S&P 500 ETF (VOO) as of Q4 2017, up from 720 in Q3 2017.
  • Funds reported $40.7B of Vanguard S&P 500 ETF stock for Q4 2017, up 17% quarter-over-quarter.
  • 157 funds opened new Vanguard S&P 500 ETF positions in Q4 2017 and 26 closed out, a net change of +131 holders.
  • The largest Vanguard S&P 500 ETF buyer in Q4 2017 was Bank of America, an estimated $1.31B added.
  • The largest Vanguard S&P 500 ETF seller in Q4 2017 was JP Morgan Chase, an estimated $1.11B sold.

Based on aggregated 13F filings for Q4 2017.