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Vanguard S&P 500 ETF

2,746 hedge funds and large institutions have $168B invested in Vanguard S&P 500 ETF in 2024 Q1 according to their latest regulatory filings, with 216 funds opening new positions, 1,311 increasing their positions, 906 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more first-time investments, than exits

New positions opened: 216 | Existing positions closed: 93

45% more repeat investments, than reductions

Existing positions increased: 1,311 | Existing positions reduced: 906

13% more call options, than puts

Call options by funds: $1.52B | Put options by funds: $1.35B

10% more capital invested

Capital invested by funds: $152B → $168B (+$15.8B)

3% more funds holding

Funds holding: 2,6632,746 (+83)

2% more funds holding in top 10

Funds holding in top 10: 628640 (+12)

2.22% less ownership

Funds ownership: 41.5%39.27% (-2.2%)

Holders
2,746
Holders Change
+83
Holders Change %
+3.12%
% of All Funds
39.56%
Holding in Top 10
640
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+1.91%
% of All Funds
9.22%
New
216
Increased
1,311
Reduced
906
Closed
93
Calls
$1.52B
Puts
$1.35B
Net Calls
+$174M
Net Calls Change
-$63.7M
Name Holding Trade Value Shares
Change
Change in
Stake
FDCDDQ
76
Federation des caisses Desjardins du Quebec
Quebec, Canada
$335M -$3.52M -7,681 -1%
Mariner
77
Mariner
Kansas
$332M +$32.6M +71,179 +11%
WSTAM
78
Wilbanks Smith & Thomas Asset Management
Virginia
$331M +$2.47M +5,404 +0.8%
GL
79
Globe Life
Texas
$331M -$16M -35,000 -5%
NAM
80
Nissay Asset Management
Japan
$330M
CIBC Private Wealth Group
81
CIBC Private Wealth Group
Georgia
$322M -$2.2M -4,798 -0.7%
G
82
GenTrust
Florida
$311M +$37.2M +81,195 +14%
HCM
83
Hollencrest Capital Management
California
$311M +$231M +505,545 +359%
KeyBank National Association
84
KeyBank National Association
Ohio
$307M +$38.4M +83,936 +15%
Northern Trust
85
Northern Trust
Illinois
$295M +$116M +253,681 +70%
WS
86
Wedbush Securities
California
$285M -$19.4M -42,354 -7%
MA
87
MCF Advisors
Kentucky
$284M -$11.7M -25,673 -4%
TCBWMS
88
Texas Capital Bank Wealth Management Services
Texas
$280M +$8.96M +19,569 +3%
MML Investors Services
89
MML Investors Services
Massachusetts
$277M +$18.4M +40,113 +7%
MFG
90
Merit Financial Group
Georgia
$275M -$5.27M -11,523 -2%
SLF
91
Sun Life Financial
Ontario, Canada
$275M +$246M +536,635 +1,532%
VA
92
Valmark Advisers
Ohio
$268M -$7.08M -15,477 -3%
Wealthfront Advisers
93
Wealthfront Advisers
California
$267M +$22.3M +48,616 +10%
State of Tennessee, Department of Treasury
94
State of Tennessee, Department of Treasury
Tennessee
$261M
Fiera Capital (Canada)
95
Fiera Capital (Canada)
Quebec, Canada
$257M +$2.7M +5,891 +1%
M&T Bank
96
M&T Bank
New York
$256M -$2.74M -5,986 -1%
PPFA
97
Provida Pension Fund Administrator
Chile
$255M -$68.1M -148,730 -22%
AIM
98
Acropolis Investment Management
Missouri
$252M -$5.97M -13,049 -2%
KAS
99
Kestra Advisory Services
Texas
$250M +$39.5M +86,353 +20%
SHGA
100
Sand Hill Global Advisors
California
$249M -$11.6M -25,306 -5%

VOO Hedge Fund Activity: Q1 2024 in Review

2,746 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 ETF (VOO) for Q1 2024, worth a combined $168B — up 10% from $152B a quarter earlier.

Buyers outnumbered sellers: 216 funds opened new VOO positions and 93 closed out — a net gain of 123 holders — while 1,311 added to existing stakes and 906 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $4.76B. The largest seller was Morgan Stanley, cutting an estimated $7.64B.

  • 2,746 institutional investors held Vanguard S&P 500 ETF (VOO) as of Q1 2024, up from 2,663 in Q4 2023.
  • Funds reported $168B of Vanguard S&P 500 ETF stock for Q1 2024, up 10% quarter-over-quarter.
  • 216 funds opened new Vanguard S&P 500 ETF positions in Q1 2024 and 93 closed out, a net change of +123 holders.
  • The largest Vanguard S&P 500 ETF buyer in Q1 2024 was JP Morgan Chase, an estimated $4.76B added.
  • The largest Vanguard S&P 500 ETF seller in Q1 2024 was Morgan Stanley, an estimated $7.64B sold.

Based on aggregated 13F filings for Q1 2024.