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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
RMDI
626
R.M. Davis Inc
Maine
$477K
HC
627
Hamilton Capital
Ohio
$473K +$461K +1,927 New
CB
628
Cadence Bank
Mississippi
$469K +$457K +1,912 New
ACP
629
Aveo Capital Partners
Colorado
$468K +$150K +627 +49%
1SB
630
1ST Source Bank
Indiana
$466K
GG
631
GenWealth Group
New Jersey
$466K
CHP
632
Cable Hill Partners
Oregon
$458K -$624K -2,610 -59%
CA
633
Cornerstone Advisory
Maryland
$458K -$65K -272 -13%
FWSM
634
First Wilshire Securities Management
California
$450K -$48.3K -202 -10%
TIM
635
Tortoise Investment Management
New York
$445K +$10.8K +45 +3%
APP
636
Avantax Planning Partners
Iowa
$443K -$881K -3,687 -67%
ACM
637
Azimuth Capital Management
Michigan
$443K +$76.5K +320 +22%
S
638
SignatureFD
Georgia
$442K +$207K +868 +93%
CCM
639
Catawba Capital Management
Virginia
$440K -$37K -155 -8%
TFS
640
TrustCore Financial Services
Tennessee
$438K +$427K +1,787 New
MMA
641
Miracle Mile Advisors
California
$436K
BBA
642
BLB&B Advisors
Pennsylvania
$434K
DBRC
643
D.B. Root & Company
Pennsylvania
$433K +$422K +1,765 New
FLII
644
First Long Island Investors
New York
$423K
SWA
645
SFMG Wealth Advisors
Texas
$423K
EWA
646
Exencial Wealth Advisors
Oklahoma
$418K +$4.54K +19 +1%
BHIA
647
Birch Hill Investment Advisors
Massachusetts
$417K
SWM
648
Segment Wealth Management
Texas
$406K
NCM
649
Northwest Capital Management
Oregon
$395K +$385K +1,611 New
CTB
650
Country Trust Bank
Illinois
$389K

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.