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Vanguard S&P 500 ETF
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Overview Fund Activity

720 hedge funds and large institutions have $34.9B invested in Vanguard S&P 500 ETF in 2017 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 308 increasing their positions, 210 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
720
Holders Change
+27
Holders Change %
+3.9%
% of All Funds
17.98%
Holding in Top 10
154
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+1.32%
% of All Funds
3.85%
New
67
Increased
308
Reduced
210
Closed
33
Calls
$33.7M
Puts
$36.1M
Net Calls
-$2.44M
Net Calls Change
-$9.56M

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$2.37B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$2.61B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.18B
4
Bank of America
4
Bank of America
North Carolina
$3.42B
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$174M

Top Sellers

1
MFRM
1
Milliman Financial Risk Management
Illinois
$0
2
CI
2
Clal Insurance
Israel
$731M
3
SS
3
Simplicity Solutions
Minnesota
$13.2M
4
MIFH
4
Migdal Insurance & Financial Holdings
Israel
$105M
5
DCM
5
Dupont Capital Management
Delaware
$69.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWA
651
Intercontinental Wealth Advisors
Texas
$203K +$203K +880 New
AWA
652
ARS Wealth Advisors
Florida
$203K +$203K +880 New
MPWT
653
MassMutual Private Wealth & Trust
Connecticut
$200K -$53.1K -230 -21%
MWM
654
Mascoma Wealth Management
New Hampshire
$172K – – –
HNB
655
Huntington National Bank
Ohio
$165K -$118K – –
SFSIG
656
San Francisco Sentry Investment Group
California
$163K +$163K +705 New
IP
657
Intellectus Partners
California
$156K – – –
PFBT
658
Parkside Financial Bank & Trust
Missouri
$152K +$45.8K +198 +43%
BFEC
659
Benjamin F. Edwards & Company
Missouri
$146K +$6K +26 +4%
CCM
660
Covington Capital Management
California
$127K +$127K +550 New
HT
661
Heritage Trust
Oklahoma
$119K – – –
VCM
662
Versant Capital Management
Arizona
$118K – – –
UBS AM
663
UBS AM
Illinois
$115K – – –
BWA
664
Burt Wealth Advisors
Maryland
$114K – – –
NFG
665
Next Financial Group
Texas
$104K -$61.4K -262 -37%
WAM
666
Watermark Asset Management
California
$101K – – –
CTC
667
Central Trust Company
Missouri
$99K -$11.5K -50 -10%
MFW
668
Mosaic Family Wealth
Missouri
$99K – – –
LF
669
Lee Financial
Texas
$98K -$5.77K -25 -6%
DBT
670
Dubuque Bank & Trust
Iowa
$85K +$85K +368 New
RBC
671
Roble Belko & Company
Pennsylvania
$81K – – –
FWM
672
Focused Wealth Management
New York
$81K +$231 +1 +0.3%
RFM
673
Royal Fund Management
Florida
$80K +$43.4K +190 +119%
CG
674
Cutler Group
California
$69K +$69K +300 New
WEC
675
Winslow Evans & Crocker
Massachusetts
$60.7K -$97.2K -423 -62%
25 26
27
28 29