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Vanguard S&P 500 ETF
VOO

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: 720 → 844 (+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: 154 → 178 (+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

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$1.31B
2
BAPIM
British Airways Pensions Investment Management
United Kingdom
+$346M
3
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
+$227M
4
NYLIC
New York Life Insurance Company
New York
+$174M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$141M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$1.11B
2
CI
Clal Insurance
Israel
-$201M
3
RJA
Raymond James & Associates
Florida
-$124M
4
AWM
AE Wealth Management
Kansas
-$73.8M
5
DCM
Dupont Capital Management
Delaware
-$63.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
TNB
601
Thomasville National Bank
Georgia
$566K -$44.9K -188 -8%
SWM
602
SeaCrest Wealth Management
New York
$565K +$550K +2,303 New
PMG
603
ProVise Management Group
Florida
$556K -$4.54K -19 -0.8%
RWM
604
Ritholtz Wealth Management
New York
$556K +$52.1K +218 +11%
CAM
605
Concorde Asset Management
Michigan
$549K -$269K -1,127 -34%
AWA
606
Alaska Wealth Advisors
Alaska
$542K +$529K +2,212 New
GIA
607
Guyasuta Investment Advisors
Pennsylvania
$540K – – –
RRC
608
Relaxing Retirement Coach
Massachusetts
$540K +$527K +2,203 New
AIA
609
Arcadia Investment Advisors
Idaho
$538K +$524K +2,192 New
EF
610
Empirical Finance
Pennsylvania
$534K – – –
PFM
611
Parsec Financial Management
North Carolina
$532K +$2.63K +11 +0.5%
MFG
612
Merit Financial Group
Georgia
$532K +$526K +2,202 New
TCOO
613
Trust Company of Oklahoma
Oklahoma
$524K +$53.8K +225 +12%
FFC
614
First Financial Corp
Indiana
$514K +$201K +840 +67%
EWM
615
Edge Wealth Management
New York
$507K -$20.3K -85 -4%
HPC
616
Hobart Private Capital
North Carolina
$505K +$492K +2,058 New
BFC
617
Bedel Financial Consulting
Indiana
$500K +$488K +2,040 New
TCM
618
TD Capital Management
Tennessee
$499K +$2.39K +10 +0.5%
SVCP
619
Silicon Valley Capital Partners
California
$498K +$2.15K +9 +0.4%
CIA
620
Covington Investment Advisors
Pennsylvania
$497K -$30.8K -129 -6%
AWM
621
Aries Wealth Management
Maine
$495K +$459K +1,921 New
FAB
622
First American Bank
Illinois
$492K -$5.02K -21 -1%
NL
623
NWAM LLC
Washington
$488K +$40.9K +171 +9%
TWM
624
Titus Wealth Management
California
$487K +$474K +1,984 New
NEPPG
625
New England Professional Planning Group
Rhode Island
$481K +$461K +1,927 New
23 24
25
26 27

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.