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Vanguard S&P 500 ETF

2,746 hedge funds and large institutions have $168B invested in Vanguard S&P 500 ETF in 2024 Q1 according to their latest regulatory filings, with 216 funds opening new positions, 1,311 increasing their positions, 906 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more first-time investments, than exits

New positions opened: 216 | Existing positions closed: 93

45% more repeat investments, than reductions

Existing positions increased: 1,311 | Existing positions reduced: 906

13% more call options, than puts

Call options by funds: $1.52B | Put options by funds: $1.35B

10% more capital invested

Capital invested by funds: $152B → $168B (+$15.8B)

3% more funds holding

Funds holding: 2,6632,746 (+83)

2% more funds holding in top 10

Funds holding in top 10: 628640 (+12)

2.22% less ownership

Funds ownership: 41.5%39.27% (-2.2%)

Holders
2,746
Holders Change
+83
Holders Change %
+3.12%
% of All Funds
39.56%
Holding in Top 10
640
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+1.91%
% of All Funds
9.22%
New
216
Increased
1,311
Reduced
906
Closed
93
Calls
$1.52B
Puts
$1.35B
Net Calls
+$174M
Net Calls Change
-$63.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
51
Osaic Holdings
Arizona
$473M -$419M -915,646 -48%
Focus Partners Wealth
52
Focus Partners Wealth
Massachusetts
$463M +$42.3M +92,364 +11%
CA
53
Cambridge Associates
Massachusetts
$462M +$18.7M +40,941 +4%
NMIMC
54
Northwestern Mutual Investment Management Company
Wisconsin
$461M -$21.6M -47,152 -5%
CI
55
Clal Insurance
Israel
$452M +$395M +863,287 +1,130%
GA
56
Geller Advisors
New York
$443M +$40.2M +87,904 +11%
PMFA
57
Plante Moran Financial Advisors
Michigan
$442M +$20.2M +44,102 +5%
AIIMS
58
Analyst IMS Investment Management Services
Israel
$441M +$91.6M +200,167 +28%
KAM
59
Kensington Asset Management
Texas
$438M
Marshall Wace
60
Marshall Wace
United Kingdom
$433M +$412M +900,000 New
TIAA Trust, National Association
61
TIAA Trust, National Association
North Carolina
$424M +$5.73M +12,520 +1%
CM
62
Churchill Management
California
$421M -$4.52M -9,872 -1%
ERSOT
63
Employees Retirement System of Texas
Texas
$421M -$97.5M -213,000 -20%
Manulife (Manufacturers Life Insurance)
64
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$410M -$20.2M -44,147 -5%
Bessemer Group
65
Bessemer Group
New Jersey
$407M -$2.18M -4,763 -0.6%
Baird Financial Group
66
Baird Financial Group
Wisconsin
$406M +$1.41M +3,086 +0.4%
Fifth Third Bancorp
67
Fifth Third Bancorp
Ohio
$392M -$8.55M -18,692 -2%
STA
68
Summit Trail Advisors
New York
$392M +$35.6M +77,804 +11%
CIBC Asset Management
69
CIBC Asset Management
Ontario, Canada
$381M -$536K -1,172 -0.1%
Bank of Montreal
70
Bank of Montreal
Ontario, Canada
$372M -$25.3M -55,359 -7%
DT
71
Diversified Trust
Tennessee
$364M +$22.8M +49,799 +7%
NHC
72
Nicholas Hoffman & Company
Georgia
$355M +$66.8M +145,880 +25%
Neuberger Berman Group
73
Neuberger Berman Group
New York
$345M -$1.81M -3,958 -0.5%
CAN
74
Cetera Advisor Networks
California
$340M +$27.1M +59,274 +9%
Teacher Retirement System of Texas
75
Teacher Retirement System of Texas
Texas
$339M

VOO Hedge Fund Activity: Q1 2024 in Review

2,746 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 ETF (VOO) for Q1 2024, worth a combined $168B — up 10% from $152B a quarter earlier.

Buyers outnumbered sellers: 216 funds opened new VOO positions and 93 closed out — a net gain of 123 holders — while 1,311 added to existing stakes and 906 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $4.76B. The largest seller was Morgan Stanley, cutting an estimated $7.64B.

  • 2,746 institutional investors held Vanguard S&P 500 ETF (VOO) as of Q1 2024, up from 2,663 in Q4 2023.
  • Funds reported $168B of Vanguard S&P 500 ETF stock for Q1 2024, up 10% quarter-over-quarter.
  • 216 funds opened new Vanguard S&P 500 ETF positions in Q1 2024 and 93 closed out, a net change of +123 holders.
  • The largest Vanguard S&P 500 ETF buyer in Q1 2024 was JP Morgan Chase, an estimated $4.76B added.
  • The largest Vanguard S&P 500 ETF seller in Q1 2024 was Morgan Stanley, an estimated $7.64B sold.

Based on aggregated 13F filings for Q1 2024.