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Vanguard S&P 500 ETF

693 hedge funds and large institutions have $32.9B invested in Vanguard S&P 500 ETF in 2017 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 330 increasing their positions, 190 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more repeat investments, than reductions

Existing positions increased: 330 | Existing positions reduced: 190

61% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 38

35% more call options, than puts

Call options by funds: $27.3M | Put options by funds: $20.1M

2% more funds holding

Funds holding: 680693 (+13)

5% more capital invested

Capital invested by funds: $31.3B → $32.9B (+$1.55B)

1% less funds holding in top 10

Funds holding in top 10: 153152 (-1)

3.08% less ownership

Funds ownership: 50%46.92% (-3.1%)

Holders
693
Holders Change
+13
Holders Change %
+1.91%
% of All Funds
17.28%
Holding in Top 10
152
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.65%
% of All Funds
3.79%
New
61
Increased
330
Reduced
190
Closed
38
Calls
$27.3M
Puts
$20.1M
Net Calls
+$7.12M
Net Calls Change
+$33.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
101
Janney Montgomery Scott
Pennsylvania
$34.3M +$164K +743 +0.5%
FWP
102
Fiduciary Wealth Partners
Massachusetts
$33.3M -$5.32M -24,154 -14%
WB
103
Webster Bank
Connecticut
$33.2M +$3.25M +14,752 +11%
MML Investors Services
104
MML Investors Services
Massachusetts
$32.7M -$623M -2,831,814 -95%
APTFM
105
AGUR Provident & Training Funds Management
Israel
$32.4M
MSWM
106
Mader & Shannon Wealth Management
Missouri
$32.2M -$847K -3,848 -3%
Truist Financial
107
Truist Financial
North Carolina
$30.8M +$5.65M +25,650 +23%
ST
108
Sageworth Trust
Pennsylvania
$30.8M -$42.9K -195 -0.1%
ONB
109
Old National Bancorp
Indiana
$30.2M -$4.22M -19,182 -12%
Brown Advisory
110
Brown Advisory
Maryland
$29.9M +$839K +3,814 +3%
SBL
111
Sargent Bickham Lagudis
Colorado
$29.8M +$7.03M +31,952 +31%
HSBC Holdings
112
HSBC Holdings
United Kingdom
$28.9M +$4.56M +20,728 +19%
FFW
113
Fusion Family Wealth
New York
$28.5M +$1.5M +6,824 +6%
WCM
114
Weatherstone Capital Management
Colorado
$28.5M +$3.81M +17,327 +16%
PAG
115
Private Advisor Group
New Jersey
$28.3M +$2.5M +11,353 +10%
Allianz Asset Management
116
Allianz Asset Management
Germany
$28M +$10M +45,527 +56%
VF
117
Virtu Financial
New York
$27.9M -$25.1M -114,120 -48%
TCM
118
Twele Capital Management
Minnesota
$27.8M +$358K +1,625 +1%
PGFC
119
Peapack-Gladstone Financial Corp
New Jersey
$27.6M +$2.88M +13,071 +12%
PA
120
Paracle Advisors
Washington
$27.2M +$672K +3,053 +3%
PI
121
Pachira Investments
California
$27.1M -$36.8K -167 -0.1%
MSA
122
Mason Street Advisors
Wisconsin
$24.9M -$2.91M -13,200 -11%
FT
123
Fiduciary Trust
Massachusetts
$24.1M -$88.9K -404 -0.4%
B
124
Bridgeworth
Alabama
$23.7M +$1.6M +7,277 +7%
GH
125
GAM Holding
Switzerland
$23.5M -$12.3M -55,700 -34%

VOO Hedge Fund Activity: Q2 2017 in Review

693 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 ETF (VOO) for Q2 2017, worth a combined $32.9B — up 5% from $31.3B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new VOO positions and 38 closed out — a net gain of 23 holders — while 330 added to existing stakes and 190 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $308M. The largest seller was MML Investors Services, cutting an estimated $623M.

  • 693 institutional investors held Vanguard S&P 500 ETF (VOO) as of Q2 2017, up from 680 in Q1 2017.
  • Funds reported $32.9B of Vanguard S&P 500 ETF stock for Q2 2017, up 5% quarter-over-quarter.
  • 61 funds opened new Vanguard S&P 500 ETF positions in Q2 2017 and 38 closed out, a net change of +23 holders.
  • The largest Vanguard S&P 500 ETF buyer in Q2 2017 was Raymond James & Associates, an estimated $308M added.
  • The largest Vanguard S&P 500 ETF seller in Q2 2017 was MML Investors Services, an estimated $623M sold.

Based on aggregated 13F filings for Q2 2017.