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Vanguard S&P 500 ETF
VOO

1,426 hedge funds and large institutions have $69.4B invested in Vanguard S&P 500 ETF in 2020 Q2 according to their latest regulatory filings, with 167 funds opening new positions, 543 increasing their positions, 512 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more first-time investments, than exits

New positions opened: 167 | Existing positions closed: 65

28% more capital invested

Capital invested by funds: $54.2B → $69.4B (+$15.2B)

10% more funds holding in top 10

Funds holding in top 10: 287 → 316 (+29)

7% more funds holding

Funds holding: 1,337 → 1,426 (+89)

1.01% more ownership

Funds ownership: 45.95% → 46.95% (+1%)

10% more call options, than puts

Call options by funds: $230M | Put options by funds: $209M

6% more repeat investments, than reductions

Existing positions increased: 543 | Existing positions reduced: 512

Holders
1,426
Holders Change
+89
Holders Change %
+6.66%
% of All Funds
29.23%
Holding in Top 10
316
Holding in Top 10 Change
+29
Holding in Top 10 Change %
+10.1%
% of All Funds
6.48%
New
167
Increased
543
Reduced
512
Closed
65
Calls
$230M
Puts
$209M
Net Calls
+$20.4M
Net Calls Change
+$235M

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$5.3B
2
APF
Alaska Permanent Fund
Alaska
+$1.37B
3
PPA
Parametric Portfolio Associates
Washington
+$668M
4
VMPIC
Varma Mutual Pension Insurance Co
Finland
+$368M
5
PPFA
Provida Pension Fund Administrator
Chile
+$330M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$1.67B
2
Victory Capital Management
Victory Capital Management
Texas
-$540M
3
BOI
Bank of Italy
Italy
-$419M
4
Osaic Holdings
Osaic Holdings
Arizona
-$392M
5
NLI
Nippon Life Insurance
Japan
-$311M
Name Holding Trade Value Shares
Change 		Change in
Stake
DWT
851
Dorsey & Whitney Trust
South Dakota
$1.09M +$163K +606 +19%
CCB
852
Cutter & Co Brokerage
Missouri
$1.08M -$517K -1,922 -33%
BWM
853
BerganKDV Wealth Management
Minnesota
$1.08M +$744K +2,764 +260%
GBBWRPM
854
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$1.08M -$384K -1,428 -27%
IAA
855
Ironsides Asset Advisors
North Carolina
$1.08M – – –
IBOK
856
Independence Bank of Kentucky
Kentucky
$1.07M +$48.4K +180 +5%
AC
857
Apella Capital
Connecticut
$1.06M -$6.73K -25 -0.7%
BP
858
BBR Partners
New York
$1.05M +$476K +1,768 +91%
ACA
859
Atlas Capital Advisors
Wyoming
$1.05M +$577K +2,144 +137%
BMO
860
Beck Mack & Oliver
New York
$1.05M – – –
SCA
861
Stokes Capital Advisors
South Carolina
$1.05M – – –
STB
862
S&T Bank
Pennsylvania
$1.04M -$6.36M -23,631 -87%
CC
863
Chanos & Company
New York
$1.04M +$985K +3,658 New
PNC
864
Park National Corp
Ohio
$1.04M +$506K +1,881 +106%
CWM
865
Calamos Wealth Management
Illinois
$1.03M +$982K +3,650 New
WA1
866
Wimmer Associates 1
California
$1.03M -$44.7K -166 -5%
TP
867
Tranquility Partners
Tennessee
$1.03M +$708K +2,630 +261%
WF
868
Welch & Forbes
Massachusetts
$1.03M – – –
WA
869
WBH Advisory
Maryland
$1.02M +$43.3K +161 +5%
EF
870
Empirical Finance
Pennsylvania
$1.02M – – –
W
871
WealthOne
New York
$1M +$12.9K +48 +1%
S
872
SignatureFD
Georgia
$997K +$807 +3 +0.1%
HPC
873
Hobart Private Capital
North Carolina
$994K -$289K -1,073 -23%
CA
874
Cornerstone Advisory
Maryland
$994K -$2.64M -9,800 -74%
SM
875
SG3 Management
Puerto Rico
$992K +$942K +3,500 New
33 34
35
36 37

VOO Hedge Fund Activity: Q2 2020 in Review

1,426 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 ETF (VOO) for Q2 2020, worth a combined $69.4B — up 28% from $54.2B a quarter earlier.

Buyers outnumbered sellers: 167 funds opened new VOO positions and 65 closed out — a net gain of 102 holders — while 543 added to existing stakes and 512 trimmed.

The largest buyer was Bank of America, adding an estimated $5.3B. The largest seller was BlackRock, cutting an estimated $1.67B.

  • 1,426 institutional investors held Vanguard S&P 500 ETF (VOO) as of Q2 2020, up from 1,337 in Q1 2020.
  • Funds reported $69.4B of Vanguard S&P 500 ETF stock for Q2 2020, up 28% quarter-over-quarter.
  • 167 funds opened new Vanguard S&P 500 ETF positions in Q2 2020 and 65 closed out, a net change of +102 holders.
  • The largest Vanguard S&P 500 ETF buyer in Q2 2020 was Bank of America, an estimated $5.3B added.
  • The largest Vanguard S&P 500 ETF seller in Q2 2020 was BlackRock, an estimated $1.67B sold.

Based on aggregated 13F filings for Q2 2020.