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Vanguard S&P 500 ETF
VOO

844 hedge funds and large institutions have $40.7B invested in Vanguard S&P 500 ETF in 2017 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 315 increasing their positions, 225 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

504% more first-time investments, than exits

New positions opened: 157 | Existing positions closed: 26

40% more repeat investments, than reductions

Existing positions increased: 315 | Existing positions reduced: 225

20% more call options, than puts

Call options by funds: $27M | Put options by funds: $22.5M

17% more funds holding

Funds holding: 720 → 844 (+124)

17% more capital invested

Capital invested by funds: $34.9B → $40.7B (+$5.82B)

16% more funds holding in top 10

Funds holding in top 10: 154 → 178 (+24)

1.63% more ownership

Funds ownership: 47.06% → 48.69% (+1.6%)

Holders
844
Holders Change
+124
Holders Change %
+17.22%
% of All Funds
19.14%
Holding in Top 10
178
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+15.58%
% of All Funds
4.04%
New
157
Increased
315
Reduced
225
Closed
26
Calls
$27M
Puts
$22.5M
Net Calls
+$4.54M
Net Calls Change
+$6.98M

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$1.31B
2
BAPIM
British Airways Pensions Investment Management
United Kingdom
+$346M
3
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
+$227M
4
NYLIC
New York Life Insurance Company
New York
+$174M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$141M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$1.11B
2
CI
Clal Insurance
Israel
-$201M
3
RJA
Raymond James & Associates
Florida
-$124M
4
AWM
AE Wealth Management
Kansas
-$73.8M
5
DCM
Dupont Capital Management
Delaware
-$63.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
AP
726
Appleton Partners
Massachusetts
$230K – – –
GW
727
GW & Wade
Massachusetts
$228K +$717 +3 +0.3%
UBS AM
728
UBS AM
Illinois
$226K +$101K +422 +84%
NFG
729
Next Financial Group
Texas
$225K +$113K +472 +106%
ACM
730
Avalon Capital Management
California
$221K -$14.8K -62 -6%
RC
731
Roundview Capital
New Jersey
$221K -$6.93K -29 -3%
IWA
732
Intercontinental Wealth Advisors
Texas
$216K – – –
OPWM
733
Oak Point Wealth Management
Michigan
$216K +$211K +881 New
CWM
734
Cahaba Wealth Management
Georgia
$215K +$210K +878 New
CHJWM
735
Carlton Hofferkamp & Jenks Wealth Management
Texas
$215K +$210K +880 New
FA
736
FCG Advisors
New Jersey
$213K -$435K -1,822 -63%
MPWT
737
MassMutual Private Wealth & Trust
Connecticut
$212K – – –
CL
738
CPWM LLC
Washington
$212K -$17K -71 -8%
AWA
739
ARS Wealth Advisors
Florida
$210K -$5.74K -24 -3%
PFBT
740
Parkside Financial Bank & Trust
Missouri
$210K +$48K +201 +31%
BCFS
741
Butensky & Cohen Financial Security
Florida
$210K +$204K +855 New
CRWM
742
Castle Rock Wealth Management
California
$209K +$204K +852 New
AF
743
Advisornet Financial
Minnesota
$207K +$201K +842 New
CB
744
CNB Bank
Pennsylvania
$202K +$197K +824 New
MWAC
745
Mariner Wealth Advisors (Cincinnati)
Ohio
$200K +$195K +817 New
Members Trust
746
Members Trust
Florida
$200K +$195K +817 New
VFA
747
Valeo Financial Advisors
Indiana
$198K +$189K +792 +5,657%
CC
748
Claybrook Capital
Massachusetts
$198K +$193K +809 New
MOS
749
MGO One Seven
Ohio
$193K +$188K +785 New
SFSIG
750
San Francisco Sentry Investment Group
California
$173K – – –
28 29
30
31 32

VOO Hedge Fund Activity: Q4 2017 in Review

844 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 ETF (VOO) for Q4 2017, worth a combined $40.7B — up 17% from $34.9B a quarter earlier.

Buyers outnumbered sellers: 157 funds opened new VOO positions and 26 closed out — a net gain of 131 holders — while 315 added to existing stakes and 225 trimmed.

The largest buyer was Bank of America, adding an estimated $1.31B. The largest seller was JP Morgan Chase, cutting an estimated $1.11B.

  • 844 institutional investors held Vanguard S&P 500 ETF (VOO) as of Q4 2017, up from 720 in Q3 2017.
  • Funds reported $40.7B of Vanguard S&P 500 ETF stock for Q4 2017, up 17% quarter-over-quarter.
  • 157 funds opened new Vanguard S&P 500 ETF positions in Q4 2017 and 26 closed out, a net change of +131 holders.
  • The largest Vanguard S&P 500 ETF buyer in Q4 2017 was Bank of America, an estimated $1.31B added.
  • The largest Vanguard S&P 500 ETF seller in Q4 2017 was JP Morgan Chase, an estimated $1.11B sold.

Based on aggregated 13F filings for Q4 2017.