Vanguard S&P 500 ETF
VOO
680 hedge funds and large institutions have $31.3B invested in Vanguard S&P 500 ETF in 2017 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 322 increasing their positions, 173 reducing their positions, and 29 closing their positions.
179% more first-time investments, than exits
New positions opened: 81 | Existing positions closed: 29
86% more repeat investments, than reductions
Existing positions increased: 322 | Existing positions reduced: 173
14% more capital invested
Capital invested by funds: $27.6B → $31.3B (+$3.75B)
12% more funds holding in top 10
Funds holding in top 10: 137 → 153 (+16)
8% more funds holding
Funds holding: 632 → 680 (+48)
0.97% more ownership
Funds ownership: 49.03% → 50% (+0.97%)
40% less call options, than puts
Call options by funds: $39.6M | Put options by funds: $66.3M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$997M |
| 2 |
MML Investors Services
Springfield,
Massachusetts
|
+$636M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$126M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$124M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$120M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
-$330M |
| 2 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$253M |
| 3 |
MIFH
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
-$217M |
| 4 |
IL
Investure LLC
Charlottesville,
Virginia
|
-$209M |
| 5 |
CI
Clal Insurance
Tel-Aviv,
Israel
|
-$183M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CL
701
CPWM LLC
Seattle,
Washington
| – | -$257K | -1,250 | Closed |
|
|
G
702
GenTrust
Miami,
Florida
| – | -$234K | -1,140 | Closed |
|
|
AC
703
Abbrea Capital
Greenbrae,
California
| – | -$228K | -1,110 | Closed |
|
|
RWM
704
RKL Wealth Management
Lancaster,
Pennsylvania
| – | -$207K | -1,008 | Closed |
|
705
Lazard Asset Management
New York
| – | -$79K | -386 | Closed |
|
|
DBT
706
Dubuque Bank & Trust
Dubuque,
Iowa
| – | -$76K | -368 | Closed |
|
|
JAM
707
Jolley Asset Management
Rocky Mount,
North Carolina
| – | -$53K | -260 | Closed |
|
|
TC
708
Trust Company
Manhattan,
Kansas
| – | -$21K | -100 | Closed |
|
|
CDIA
709
Capital Directions Investment Advisors
Atlanta,
Georgia
| – | -$10K | -50 | Closed |
|
VOO Hedge Fund Activity: Q1 2017 in Review
680 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 ETF (VOO) for Q1 2017, worth a combined $31.3B — up 14% from $27.6B a quarter earlier.
Buyers outnumbered sellers: 81 funds opened new VOO positions and 29 closed out — a net gain of 52 holders — while 322 added to existing stakes and 173 trimmed.
The largest buyer was Raymond James & Associates, adding an estimated $997M. The largest seller was Citigroup, cutting an estimated $330M.
- 680 institutional investors held Vanguard S&P 500 ETF (VOO) as of Q1 2017, up from 632 in Q4 2016.
- Funds reported $31.3B of Vanguard S&P 500 ETF stock for Q1 2017, up 14% quarter-over-quarter.
- 81 funds opened new Vanguard S&P 500 ETF positions in Q1 2017 and 29 closed out, a net change of +52 holders.
- The largest Vanguard S&P 500 ETF buyer in Q1 2017 was Raymond James & Associates, an estimated $997M added.
- The largest Vanguard S&P 500 ETF seller in Q1 2017 was Citigroup, an estimated $330M sold.
Based on aggregated 13F filings for Q1 2017.