We are live on ! Find out more
VOO icon

Vanguard S&P 500 ETF

504 hedge funds and large institutions have $19B invested in Vanguard S&P 500 ETF in 2016 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 213 increasing their positions, 138 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 138

46% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 50

27% more call options, than puts

Call options by funds: $40.4M | Put options by funds: $31.9M

18% more funds holding in top 10

Funds holding in top 10: 93110 (+17)

8% more capital invested

Capital invested by funds: $17.6B → $19B (+$1.41B)

3% more funds holding

Funds holding: 491504 (+13)

0.18% more ownership

Funds ownership: 43.76%43.94% (+0.18%)

Holders
504
Holders Change
+13
Holders Change %
+2.65%
% of All Funds
13.43%
Holding in Top 10
110
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+18.28%
% of All Funds
2.93%
New
73
Increased
213
Reduced
138
Closed
50
Calls
$40.4M
Puts
$31.9M
Net Calls
+$8.52M
Net Calls Change
+$3.41M
Name Holding Trade Value Shares
Change
Change in
Stake
LTFS
76
Ladenburg Thalmann Financial Services
Florida
$32.1M +$5.02M +28,058 +20%
BFPW
77
BOK Financial Private Wealth
Colorado
$31.3M +$1.08M +6,013 +4%
CA
78
Cambridge Associates
Massachusetts
$29.7M +$14.1M +79,058 +101%
TCM
79
Twele Capital Management
Minnesota
$27.5M +$6.28M +35,079 +32%
SWP
80
Stratos Wealth Partners
Ohio
$26.5M +$2.25M +12,590 +10%
WOA
81
Water Oak Advisors
Florida
$25.5M +$2.98M +16,675 +14%
SB
82
Suntrust Banks
Georgia
$25.2M -$399K -2,229 -2%
GH
83
GAM Holding
Switzerland
$24.6M +$19.8M +110,607 +561%
CS
84
Credit Suisse
Switzerland
$24.4M -$119M -664,678 -84%
ST
85
Sageworth Trust
Pennsylvania
$22.5M -$23.1M -128,866 -52%
AI
86
Ariel Investments
Illinois
$22.3M -$8.37M -46,794 -28%
CM
87
Churchill Management
California
$22.2M -$3.3M -18,449 -14%
SBL
88
Sargent Bickham Lagudis
Colorado
$22M +$20.8M +116,480 New
Bank of Montreal
89
Bank of Montreal
Ontario, Canada
$21.3M -$1.39M -7,772 -6%
WSTAM
90
Wilbanks Smith & Thomas Asset Management
Virginia
$21M +$5.75M +32,154 +41%
RIM
91
Rampart Investment Management
Connecticut
$20.9M -$35.9M -200,666 -64%
WB
92
Webster Bank
Connecticut
$20M -$3.23M -18,041 -15%
W
93
Wealthfront
California
$19.8M +$5.68M +31,721 +43%
HSBC Holdings
94
HSBC Holdings
United Kingdom
$19.6M -$492K -2,750 -3%
PA
95
Paracle Advisors
Washington
$19.5M +$1.25M +6,981 +7%
JRP
96
Jasper Ridge Partners
California
$19M +$5.84M +32,643 +48%
AI
97
Atria Investments
North Carolina
$19M +$15.9M +88,681 +733%
AA
98
Ancora Advisors
Ohio
$19M +$346K +1,934 +2%
EWM
99
Evermay Wealth Management
Virginia
$18.5M +$1.68M +9,373 +11%
BNP Paribas Financial Markets
100
BNP Paribas Financial Markets
France
$18.3M -$4.05M -22,613 -19%

VOO Hedge Fund Activity: Q1 2016 in Review

504 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 ETF (VOO) for Q1 2016, worth a combined $19B — up 8% from $17.6B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new VOO positions and 50 closed out — a net gain of 23 holders — while 213 added to existing stakes and 138 trimmed.

The largest buyer was Bank of America, adding an estimated $713M. The largest seller was Goldman Sachs, cutting an estimated $235M.

  • 504 institutional investors held Vanguard S&P 500 ETF (VOO) as of Q1 2016, up from 491 in Q4 2015.
  • Funds reported $19B of Vanguard S&P 500 ETF stock for Q1 2016, up 8% quarter-over-quarter.
  • 73 funds opened new Vanguard S&P 500 ETF positions in Q1 2016 and 50 closed out, a net change of +23 holders.
  • The largest Vanguard S&P 500 ETF buyer in Q1 2016 was Bank of America, an estimated $713M added.
  • The largest Vanguard S&P 500 ETF seller in Q1 2016 was Goldman Sachs, an estimated $235M sold.

Based on aggregated 13F filings for Q1 2016.