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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
3AM
976
3EDGE Asset Management
Florida
$276K +$275K +1,013 New
FCA
977
FLC Capital Advisors
California
$275K -$207K -761 -43%
ACA
978
Ackerman Capital Advisors
Texas
$273K
QCM
979
Quest Capital Management
Texas
$272K +$57.5K +212 +27%
SI
980
Shaker Investments
Ohio
$271K +$270K +994 New
SPI
981
Santori & Peters Inc
Pennsylvania
$268K -$103K -379 -28%
CP
982
Camelot Portfolios
Ohio
$262K +$36.9K +136 +16%
LIA
983
LS Investment Advisors
Michigan
$260K
RC
984
Roundview Capital
New Jersey
$260K +$21.7K +80 +9%
TWA
985
TCI Wealth Advisors
Arizona
$257K +$41K +151 +19%
ADL
986
Asset Dedication LLC
California
$256K
BPB
987
Badgley, Phelps & Bell
Washington
$255K +$8.96K +33 +4%
OCM
988
Oakwood Capital Management
California
$254K +$1.09K +4 +0.4%
DPI
989
Diversified Portfolios Inc
Michigan
$253K
BL
990
BFSG LLC
California
$253K +$25.8K +95 +11%
TW
991
TrinityPoint Wealth
Connecticut
$247K +$271 +1 +0.1%
CSIC
992
Clifford Swan Investment Counsel
California
$245K
PWM
993
PRW Wealth Management
Massachusetts
$245K
CFG
994
Cooper Financial Group
California
$244K -$11.1K -41 -4%
CAC
995
Certified Advisory Corp
Florida
$242K -$6.24K -23 -3%
IWA
996
Intercontinental Wealth Advisors
Texas
$240K -$12.2K -45 -5%
IIA
997
IPG Investment Advisors
California
$239K -$29.3K -108 -11%
MM
998
Main Management
California
$238K -$150K -554 -39%
KL
999
KWMG LLC
Kansas
$238K
LB
1000
Landmark Bank
Missouri
$236K

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.