Vanguard S&P 500 ETF
VOO
2,405 hedge funds and large institutions have $128B invested in Vanguard S&P 500 ETF in 2023 Q3 according to their latest regulatory filings, with 142 funds opening new positions, 1,160 increasing their positions, 769 reducing their positions, and 84 closing their positions.
69% more first-time investments, than exits
New positions opened: 142 | Existing positions closed: 84
51% more repeat investments, than reductions
Existing positions increased: 1,160 | Existing positions reduced: 769
39% more call options, than puts
Call options by funds: $1.06B | Put options by funds: $766M
1% more funds holding
Funds holding: 2,375 → 2,405 (+30)
0% more funds holding in top 10
Funds holding in top 10: 556 → 558 (+2)
2% less capital invested
Capital invested by funds: $130B → $128B (-$2.19B)
1.92% less ownership
Funds ownership: 41.38% → 39.46% (-1.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FA
Fiducient Advisors
Chicago,
Illinois
|
+$834M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$630M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$504M |
| 4 |
PFO
Pathstone Family Office
Englewood,
New Jersey
|
+$484M |
| 5 |
CI
Clal Insurance
Tel-Aviv,
Israel
|
+$327M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCIM
Bishop & Co Investment Management
Erie,
Pennsylvania
|
-$2.66B |
| 2 |
JP Morgan Chase
New York
|
-$1.64B |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$975M |
| 4 |
Cerity Partners
New York
|
-$413M |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$278M |
VOO Hedge Fund Activity: Q3 2023 in Review
2,405 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 ETF (VOO) for Q3 2023, worth a combined $128B — down 1.7% from $130B a quarter earlier.
Buyers outnumbered sellers: 142 funds opened new VOO positions and 84 closed out — a net gain of 58 holders — while 1,160 added to existing stakes and 769 trimmed.
The largest buyer was Fiducient Advisors, adding an estimated $834M. The largest seller was Bishop & Co Investment Management, exiting entirely with an estimated $2.66B sold.
- 2,405 institutional investors held Vanguard S&P 500 ETF (VOO) as of Q3 2023, up from 2,375 in Q2 2023.
- Funds reported $128B of Vanguard S&P 500 ETF stock for Q3 2023, down 1.7% quarter-over-quarter.
- 142 funds opened new Vanguard S&P 500 ETF positions in Q3 2023 and 84 closed out, a net change of +58 holders.
- The largest Vanguard S&P 500 ETF buyer in Q3 2023 was Fiducient Advisors, an estimated $834M added.
- The largest Vanguard S&P 500 ETF seller in Q3 2023 was Bishop & Co Investment Management, an estimated $2.66B sold.
Based on aggregated 13F filings for Q3 2023.