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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
BPA
101
Beacon Pointe Advisors
California
$247M +$1.37M +2,984 +0.6%
JC
102
JBF Capital
Colorado
$245M
NL
103
NEPC LLC
Massachusetts
$243M +$85.2M +186,100 +58%
CFFP
104
Center for Financial Planning
Michigan
$243M +$25.3M +55,181 +12%
US Bancorp
105
US Bancorp
Minnesota
$243M -$338K -739 -0.1%
Allspring Global Investments
106
Allspring Global Investments
North Carolina
$227M -$8.32M -18,168 -4%
ONB
107
Old National Bancorp
Indiana
$225M +$6.52M +14,253 +3%
Janus Henderson Group
108
Janus Henderson Group
United Kingdom
$225M -$5.23M -11,419 -2%
LP
109
LGL Partners
Pennsylvania
$223M +$163M +356,390 +334%
Barclays
110
Barclays
United Kingdom
$221M -$10.8M -23,585 -5%
Korea Investment Corp
111
Korea Investment Corp
South Korea
$220M
SWP
112
Stratos Wealth Partners
Ohio
$220M -$1.4M -3,052 -0.7%
First Manhattan
113
First Manhattan
New York
$220M +$27.1M +59,168 +15%
CFG
114
Citizens Financial Group
Rhode Island
$219M -$6.65M -14,532 -3%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
115
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$214M +$204M +444,860 New
SGCA
116
Steel Grove Capital Advisors
Tennessee
$212M +$1.38B +3,018,626 +558%
ST
117
Smithfield Trust
Pennsylvania
$211M -$3.63M -7,937 -2%
CA
118
Clearstead Advisors
Ohio
$209M +$885K +1,934 +0.4%
NYLIC
119
New York Life Insurance Company
New York
$206M +$149M +324,807 +315%
NA
120
NewEdge Advisors
Louisiana
$205M +$1.71M +3,734 +0.9%
EEP
121
Edgehill Endowment Partners
Connecticut
$205M +$624K +1,363 +0.3%
Macquarie Group
122
Macquarie Group
Australia
$199M +$8.29M +18,115 +5%
BFPW
123
BOK Financial Private Wealth
Colorado
$197M +$17.4M +38,083 +10%
AWM
124
AE Wealth Management
Kansas
$196M -$216M -471,294 -54%
KIM
125
Karpus Investment Management
New York
$194M -$11.5M -25,228 -6%

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.