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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
WTB
826
Washington Trust Bank
Washington
$12K – – –
PCG
827
Private Capital Group
Connecticut
$10.4K +$10.1M +42,324 New
YWP
828
YorkBridge Wealth Partners
New York
$10K – – –
BHB
829
Bank Hapoalim BM
Israel
$8.59K – – –
WAS
830
Winch Advisory Services
Wisconsin
$8K – – –
PCFFS
831
Pacific Center for Financial Services
California
$7K – – –
PFGIA
832
Patriot Financial Group Insurance Agency
Massachusetts
$6K – – –
SFG
833
SevenBridge Financial Group
Pennsylvania
$6K +$5.97K +25 New
ARMC
834
American Research & Management Company
Massachusetts
$5K – – –
CCM
835
Cribstone Capital Management
Maine
$5K +$2.39K +10 +100%
HIIFS
836
Harel Insurance Investments & Financial Services
Israel
$3K +$3.11K +13 New
FCA
837
Florence Capital Advisors
New York
$3K +$3.35K +14 New
SFPIA
838
Stevens First Principles Investment Advisors
California
$2K – – –
CCT
839
Capital City Trust
Florida
$1.81K -$21.2M -88,789 -92%
Walleye Trading
840
Walleye Trading
New York
$1.62K -$287K -1,200 -15%
LGWM
841
Litman Gregory Wealth Management
California
$1.36K -$125K -524 -9%
AMCA
842
Arthur M. Cohen & Associates
Illinois
$1.03K +$1.08M +4,500 New
TFA
843
Transamerica Financial Advisors
Florida
$1K – – –
KF
844
Krilogy Financial
Missouri
$1K +$1.2K +5 New
VNA
845
Valley National Advisers
Pennsylvania
$1K +$1.2K +5 New
Jane Street
846
Jane Street
New York
– -$54.9M -229,639 Closed
XGI
847
XL Group Investments
Bermuda
– -$31.6M -137,085 Closed
SMFG
848
Sumitomo Mitsui Financial Group
Japan
– -$19.7M -86,000 Closed
NMIMC
849
Northwestern Mutual Investment Management Company
Wisconsin
– -$16.2M -70,180 Closed
TRCT
850
Tower Research Capital (TRC)
New York
– -$9.2M -39,880 Closed
31 32 33
34
35

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.