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Vanguard S&P 500 ETF
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Overview Fund Activity

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
Holders
844
Holders Change
+124
Holders Change %
+17.22%
% of All Funds
19.17%
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

1
Bank of America
Bank of America
North Carolina
+$1.34B
2
BAPIM
British Airways Pensions Investment Management
United Kingdom
+$355M
3
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
+$233M
4
NYLIC
New York Life Insurance Company
New York
+$178M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$144M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1.13B
2
CI
Clal Insurance
Israel
-$207M
3
RJA
Raymond James & Associates
Florida
-$127M
4
AWM
AE Wealth Management
Kansas
-$75.8M
5
DCM
Dupont Capital Management
Delaware
-$65.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
RMDI
626
R.M. Davis Inc
Maine
$477K – – –
HC
627
Hamilton Capital
Ohio
$473K +$473K +1,927 New
CB
628
Cadence Bank
Mississippi
$469K +$469K +1,912 New
ACP
629
Aveo Capital Partners
Colorado
$468K +$154K +627 +49%
1SB
630
1ST Source Bank
Indiana
$466K – – –
GG
631
GenWealth Group
New Jersey
$466K – – –
CHP
632
Cable Hill Partners
Oregon
$458K -$652K -2,610 -59%
CA
633
Cornerstone Advisory
Maryland
$458K -$66.6K -272 -13%
FWSM
634
First Wilshire Securities Management
California
$450K -$49.6K -202 -10%
TIM
635
Tortoise Investment Management
New York
$445K +$11K +45 +3%
APP
636
Avantax Planning Partners
Iowa
$443K -$904K -3,687 -67%
ACM
637
Azimuth Capital Management
Michigan
$443K +$78.5K +320 +22%
S
638
SignatureFD
Georgia
$442K +$213K +868 +93%
CCM
639
Catawba Capital Management
Virginia
$440K -$38K -155 -8%
TFS
640
TrustCore Financial Services
Tennessee
$438K +$438K +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 +$433K +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 +$4.66K +19 +1%
BHIA
647
Birch Hill Investment Advisors
Massachusetts
$417K – – –
SWM
648
Segment Wealth Management
Texas
$406K – – –
NCM
649
Northwest Capital Management
Oregon
$395K +$395K +1,611 New
CTB
650
Country Trust Bank
Illinois
$389K – – –
24 25
26
27 28