Vanguard S&P 500 ETF
VOO
693 hedge funds and large institutions have $32.9B invested in Vanguard S&P 500 ETF in 2017 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 330 increasing their positions, 190 reducing their positions, and 38 closing their positions.
74% more repeat investments, than reductions
Existing positions increased: 330 | Existing positions reduced: 190
61% more first-time investments, than exits
New positions opened: 61 | Existing positions closed: 38
35% more call options, than puts
Call options by funds: $27.3M | Put options by funds: $20.1M
2% more funds holding
Funds holding: 680 → 693 (+13)
5% more capital invested
Capital invested by funds: $31.3B → $32.9B (+$1.55B)
1% less funds holding in top 10
Funds holding in top 10: 153 → 152 (-1)
3.08% less ownership
Funds ownership: 50% → 46.92% (-3.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$308M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$251M |
| 3 |
JP Morgan Chase
New York
|
+$227M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$176M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$131M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MML Investors Services
Springfield,
Massachusetts
|
-$623M |
| 2 |
DCM
Dupont Capital Management
Wilmington,
Delaware
|
-$170M |
| 3 |
RIM
Rampart Investment Management
Hartford,
Connecticut
|
-$100M |
| 4 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$92.9M |
| 5 |
Goldman Sachs
New York
|
-$86M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BBHC
726
Brown Brothers Harriman & Co
New York
| – | -$21K | -99 | Closed |
|
|
BIG
727
Bellwether Investment Group
Chattanooga,
Tennessee
| – | -$15K | -71 | Closed |
|
|
IPC
728
Independent Portfolio Consultants
Boca Raton,
Florida
| – | -$14K | -65 | Closed |
|
|
WP
729
WealthPLAN Partners
Omaha,
Nebraska
| – | -$12.9K | -60 | Closed |
|
730
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
| – | -$6K | -30 | Closed |
|
|
PWM
731
Perigon Wealth Management
San Francisco,
California
| – | -$2.86K | -13 | -87% |
|
|
EWM
732
Edge Wealth Management
New York
| – | -$2K | -10 | Closed |
|
VOO Hedge Fund Activity: Q2 2017 in Review
693 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 ETF (VOO) for Q2 2017, worth a combined $32.9B — up 5% from $31.3B a quarter earlier.
Buyers outnumbered sellers: 61 funds opened new VOO positions and 38 closed out — a net gain of 23 holders — while 330 added to existing stakes and 190 trimmed.
The largest buyer was Raymond James & Associates, adding an estimated $308M. The largest seller was MML Investors Services, cutting an estimated $623M.
- 693 institutional investors held Vanguard S&P 500 ETF (VOO) as of Q2 2017, up from 680 in Q1 2017.
- Funds reported $32.9B of Vanguard S&P 500 ETF stock for Q2 2017, up 5% quarter-over-quarter.
- 61 funds opened new Vanguard S&P 500 ETF positions in Q2 2017 and 38 closed out, a net change of +23 holders.
- The largest Vanguard S&P 500 ETF buyer in Q2 2017 was Raymond James & Associates, an estimated $308M added.
- The largest Vanguard S&P 500 ETF seller in Q2 2017 was MML Investors Services, an estimated $623M sold.
Based on aggregated 13F filings for Q2 2017.