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Vanguard S&P 500 ETF

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: 720844 (+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: 154178 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
CA
751
Calton & Associates
Florida
$172K +$159K +664 New
IP
752
Intellectus Partners
California
$166K
MWM
753
Mascoma Wealth Management
New Hampshire
$157K -$29.9K -125 -17%
TFO
754
Tarbox Family Office
California
$145K +$142K +593 New
CCM
755
Covington Capital Management
California
$135K
IWP
756
Icon Wealth Partners
Texas
$135K +$131K +549 New
HT
757
Heritage Trust
Oklahoma
$127K
VCM
758
Versant Capital Management
Arizona
$127K +$1.43K +6 +1%
DOA
759
D'Orazio & Associates
Virginia
$123K +$120K +500 New
BWA
760
Burt Wealth Advisors
Maryland
$121K
HNB
761
Huntington National Bank
Ohio
$110K
ME
762
McIlrath & Eck
Washington
$108K +$105K +440 New
PCIA
763
Prime Capital Investment Advisors
Kansas
$104K +$102K +425 New
PFA
764
Pathway Financial Advisors
Vermont
$101K +$98.5K +412 New
BFEC
765
Benjamin F. Edwards & Company
Missouri
$99K -$55K -230 -36%
THWM
766
Taylor Hoffman Wealth Management
Virginia
$99K +$96.3K +403 New
CTC
767
Central Trust Company
Missouri
$98K -$7.17K -30 -7%
LF
768
Lee Financial
Texas
$98K -$5.97K -25 -6%
DBT
769
Dubuque Bank & Trust
Iowa
$92K +$2.15K +9 +2%
WAM
770
Watermark Asset Management
California
$86K -$20.6K -86 -20%
FWM
771
Focused Wealth Management
New York
$86K
RBC
772
Roble Belko & Company
Pennsylvania
$86K
KJWM
773
Kiley Juergens Wealth Management
Washington
$84K +$82.5K +345 New
AF
774
Allworth Financial
California
$82K -$147K -614 -65%
MFW
775
Mosaic Family Wealth
Missouri
$81K -$23.9K -100 -23%

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.