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Vanguard S&P 500 ETF

215 hedge funds and large institutions have $6.09B invested in Vanguard S&P 500 ETF in 2013 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 88 increasing their positions, 52 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 20

69% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 52

63% more call options, than puts

Call options by funds: $15.9M | Put options by funds: $9.74M

58% more capital invested

Capital invested by funds: $3.86B → $6.09B (+$2.24B)

33% more funds holding in top 10

Funds holding in top 10: 2128 (+7)

26% more funds holding

Funds holding: 171215 (+44)

24.29% more ownership

Funds ownership: 16.96%41.25% (+24%)

Holders
215
Holders Change
+44
Holders Change %
+25.73%
% of All Funds
6.24%
Holding in Top 10
28
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+33.33%
% of All Funds
0.81%
New
65
Increased
88
Reduced
52
Closed
20
Calls
$15.9M
Puts
$9.74M
Net Calls
+$6.15M
Net Calls Change
+$141K
Name Holding Trade Value Shares
Change
Change in
Stake
HFS
126
HL Financial Services
Kentucky
$914K +$546K +3,369 +165%
Invesco
127
Invesco
Georgia
$900K +$206K +1,270 +31%
VKH
128
Virtu KCG Holdings
New York
$895K +$610K +3,758 +245%
NPC
129
National Planning Corporation
California
$857K +$80.6K +497 +11%
ST
130
Spinnaker Trust
Maine
$848K +$64.7K +399 +9%
AHS
131
Aspiriant Holdings S3
California
$846K +$365K +2,249 +82%
SC
132
Scotia Capital
Ontario, Canada
$838K +$803K +4,952 New
Creative Planning
133
Creative Planning
Kansas
$832K +$200K +1,236 +34%
Luther King Capital Management (LKCM)
134
Luther King Capital Management (LKCM)
Texas
$827K -$422K -2,601 -35%
PAG
135
Private Advisor Group
New Jersey
$827K +$793K +4,889 New
CIA
136
Choate Investment Advisors
Massachusetts
$811K
HCC
137
Hirtle Callaghan & Co
Pennsylvania
$767K +$305K +1,880 +71%
KTC
138
Kistler-Tiffany Companies
Pennsylvania
$747K +$717K +4,418 New
Fifth Third Bancorp
139
Fifth Third Bancorp
Ohio
$743K -$154K -952 -18%
LIM
140
Leavell Investment Management
Alabama
$742K -$324 -2 -0%
BBPWM
141
Blue Bell Private Wealth Management
Pennsylvania
$727K -$65.4K -403 -9%
CG
142
Colony Group
Massachusetts
$681K +$214K +1,322 +49%
GIM
143
Greylin Investment Management
Virginia
$680K +$784K +4,834 New
HL
144
HeadInvest LLC
Maine
$662K -$58.6K -361 -8%
AWS
145
Aris Wealth Services
Pennsylvania
$654K -$811 -5 -0.1%
MCTIC
146
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$612K
BHTS
147
Bar Harbor Trust Services
Maine
$609K -$129K -796 -18%
MCM
148
Manchester Capital Management
Vermont
$609K +$260K +1,600 +80%
DP
149
Dearborn Partners
Illinois
$585K +$24K +148 +4%
FDCC
150
Foster Dykema Cabot & Co
Massachusetts
$558K +$535K +3,300 New