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Vanguard S&P 500 ETF

1,125 hedge funds and large institutions have $58.2B invested in Vanguard S&P 500 ETF in 2019 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 521 increasing their positions, 331 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 521 | Existing positions reduced: 331

43% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 53

7% more capital invested

Capital invested by funds: $54.3B → $58.2B (+$3.95B)

7% more funds holding in top 10

Funds holding in top 10: 216231 (+15)

1% more funds holding

Funds holding: 1,1151,125 (+10)

0.72% more ownership

Funds ownership: 47.28%48% (+0.72%)

59% less call options, than puts

Call options by funds: $70.1M | Put options by funds: $170M

Holders
1,125
Holders Change
+10
Holders Change %
+0.9%
% of All Funds
24.67%
Holding in Top 10
231
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+6.94%
% of All Funds
5.07%
New
76
Increased
521
Reduced
331
Closed
53
Calls
$70.1M
Puts
$170M
Net Calls
-$100M
Net Calls Change
-$113M
Name Holding Trade Value Shares
Change
Change in
Stake
SMFS
851
Squar Milner Financial Services
California
$495K +$360K +1,325 +468%
BWM
852
Buckley Wealth Management
Nevada
$494K -$110K -404 -18%
SWM
853
Segment Wealth Management
Texas
$492K +$3.26K +12 +0.7%
JWM
854
Janiczek Wealth Management
Colorado
$490K +$18.5K +68 +4%
TTWM
855
TCV Trust & Wealth Management
Virginia
$489K
DOA
856
D'Orazio & Associates
Virginia
$484K
BBA
857
BLB&B Advisors
Pennsylvania
$484K +$6.79K +25 +1%
CA
858
Capital Advantage
California
$483K +$481K +1,771 New
BCFS
859
Butensky & Cohen Financial Security
Florida
$481K +$39.1K +144 +9%
TIM
860
Tortoise Investment Management
New York
$479K -$6.24K -23 -1%
RE
861
RBC Europe
United Kingdom
$477K
WHG
862
Westwood Holdings Group
Texas
$477K
BFEC
863
Benjamin F. Edwards & Company
Missouri
$477K +$47K +173 +11%
PNC
864
Park National Corp
Ohio
$474K +$136K +500 +40%
CRC
865
Curi RMB Capital
Illinois
$464K
RFA
866
Reilly Financial Advisors
California
$461K +$429K +1,582 +1,438%
MSAM
867
Moloney Securities Asset Management
Missouri
$460K +$8.96K +33 +2%
AW
868
Avion Wealth
Texas
$456K +$454K +1,674 New
RWP
869
RWA Wealth Partners
Massachusetts
$452K
LFG
870
LifePlan Financial Group
Ohio
$451K +$241K +887 +116%
HR
871
Hayden Royal
North Carolina
$445K -$11.9K -44 -3%
S
872
SignatureFD
Georgia
$444K +$25.8K +95 +6%
EAM
873
Evanson Asset Management
California
$444K +$83.9K +309 +23%
DY
874
Dowling & Yahnke
California
$442K
HFA
875
Hoover Financial Advisors
Pennsylvania
$441K +$543 +2 +0.1%

VOO Hedge Fund Activity: Q3 2019 in Review

1,125 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 ETF (VOO) for Q3 2019, worth a combined $58.2B — up 7.3% from $54.3B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new VOO positions and 53 closed out — a net gain of 23 holders — while 521 added to existing stakes and 331 trimmed.

The largest buyer was State Farm Mutual Automobile Insurance, opening a new position worth an estimated $878M. The largest seller was Clal Insurance, cutting an estimated $369M.

  • 1,125 institutional investors held Vanguard S&P 500 ETF (VOO) as of Q3 2019, up from 1,115 in Q2 2019.
  • Funds reported $58.2B of Vanguard S&P 500 ETF stock for Q3 2019, up 7.3% quarter-over-quarter.
  • 76 funds opened new Vanguard S&P 500 ETF positions in Q3 2019 and 53 closed out, a net change of +23 holders.
  • The largest Vanguard S&P 500 ETF buyer in Q3 2019 was State Farm Mutual Automobile Insurance, an estimated $878M added.
  • The largest Vanguard S&P 500 ETF seller in Q3 2019 was Clal Insurance, an estimated $369M sold.

Based on aggregated 13F filings for Q3 2019.