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Vanguard S&P 500 ETF

1,348 hedge funds and large institutions have $60.7B invested in Vanguard S&P 500 ETF in 2019 Q4 according to their latest regulatory filings, with 282 funds opening new positions, 534 increasing their positions, 338 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 282 | Existing positions closed: 47

58% more repeat investments, than reductions

Existing positions increased: 534 | Existing positions reduced: 338

20% more funds holding

Funds holding: 1,1261,348 (+222)

16% more funds holding in top 10

Funds holding in top 10: 231267 (+36)

4% more capital invested

Capital invested by funds: $58.2B → $60.7B (+$2.5B)

1.21% less ownership

Funds ownership: 48%46.79% (-1.2%)

62% less call options, than puts

Call options by funds: $95.2M | Put options by funds: $248M

Holders
1,348
Holders Change
+222
Holders Change %
+19.72%
% of All Funds
26.56%
Holding in Top 10
267
Holding in Top 10 Change
+36
Holding in Top 10 Change %
+15.58%
% of All Funds
5.26%
New
282
Increased
534
Reduced
338
Closed
47
Calls
$95.2M
Puts
$248M
Net Calls
-$153M
Net Calls Change
-$52.5M
Name Holding Trade Value Shares
Change
Change in
Stake
PWMAG
626
Pinnacle Wealth Management Advisory Group
New Jersey
$2.12M
NG
627
Northstar Group
New York
$2.12M +$42.4K +150 +2%
AWM
628
Altavista Wealth Management
North Carolina
$2.11M +$136K +482 +7%
IWM
629
IHT Wealth Management
Illinois
$2.06M +$543K +1,921 +38%
CAMG
630
CWA Asset Management Group
Florida
$2.05M +$709K +2,507 +57%
SWM
631
Stockman Wealth Management
Montana
$2.05M +$31.1K +110 +2%
CS
632
Cannell & Spears
New York
$2.04M +$84.9K +300 +5%
WS
633
Wedbush Securities
California
$2.03M -$3.11K -11 -0.2%
AWM
634
Avondale Wealth Management
Texas
$2.02M -$567K -2,004 -23%
FNC
635
First National Corp
Massachusetts
$2.02M -$144K -508 -7%
AF
636
Apexium Financial
Texas
$1.99M +$1.91M +6,735 New
KA
637
Kovack Advisors
Florida
$1.99M -$417K -1,475 -18%
RTC
638
Riverview Trust Company
Washington
$1.99M -$88.5K -313 -4%
AMCA
639
Arthur M. Cohen & Associates
Illinois
$1.98M +$126K +446 +7%
FFM
640
Fullerton Fund Management
Singapore
$1.97M +$1.88M +6,655 New
KCM
641
Kornitzer Capital Management
Kansas
$1.97M
BP
642
BBR Partners
New York
$1.97M +$1.43M +5,068 +321%
BA
643
Bristlecone Advisors
Washington
$1.94M +$17K +60 +0.9%
MAM
644
Meeder Asset Management
Ohio
$1.91M +$10.2K +36 +0.6%
AWE
645
Avidian Wealth Enterprises
Texas
$1.91M -$25.2K -89 -1%
AF
646
Affiance Financial
Minnesota
$1.91M +$105K +370 +6%
GBBWRPM
647
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$1.91M -$103K -364 -5%
JGIA
648
Jackson Grant Investment Advisers
Connecticut
$1.9M -$63.1K -223 -3%
GC
649
Gratus Capital
Georgia
$1.89M +$283 +1 +0%
PL
650
Parthenon LLC
Kentucky
$1.89M +$135K +479 +8%

VOO Hedge Fund Activity: Q4 2019 in Review

1,348 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 ETF (VOO) for Q4 2019, worth a combined $60.7B — up 4.3% from $58.2B a quarter earlier.

Buyers outnumbered sellers: 282 funds opened new VOO positions and 47 closed out — a net gain of 235 holders — while 534 added to existing stakes and 338 trimmed.

The largest buyer was M&T Bank, adding an estimated $515M. The largest seller was Bank of America, cutting an estimated $4.57B.

  • 1,348 institutional investors held Vanguard S&P 500 ETF (VOO) as of Q4 2019, up from 1,126 in Q3 2019.
  • Funds reported $60.7B of Vanguard S&P 500 ETF stock for Q4 2019, up 4.3% quarter-over-quarter.
  • 282 funds opened new Vanguard S&P 500 ETF positions in Q4 2019 and 47 closed out, a net change of +235 holders.
  • The largest Vanguard S&P 500 ETF buyer in Q4 2019 was M&T Bank, an estimated $515M added.
  • The largest Vanguard S&P 500 ETF seller in Q4 2019 was Bank of America, an estimated $4.57B sold.

Based on aggregated 13F filings for Q4 2019.