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Vanguard S&P 500 ETF

2,067 hedge funds and large institutions have $114B invested in Vanguard S&P 500 ETF in 2022 Q3 according to their latest regulatory filings, with 105 funds opening new positions, 1,018 increasing their positions, 660 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more repeat investments, than reductions

Existing positions increased: 1,018 | Existing positions reduced: 660

15% more capital invested

Capital invested by funds: $99.4B → $114B (+$15B)

13% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 93

3% more funds holding in top 10

Funds holding in top 10: 480496 (+16)

0.68% less ownership

Funds ownership: 40.59%39.91% (-0.68%)

1% less funds holding

Funds holding: 2,0852,067 (-18)

73% less call options, than puts

Call options by funds: $950M | Put options by funds: $3.46B

Holders
2,067
Holders Change
-18
Holders Change %
-0.86%
% of All Funds
35.6%
Holding in Top 10
496
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+3.33%
% of All Funds
8.54%
New
105
Increased
1,018
Reduced
660
Closed
93
Calls
$950M
Puts
$3.46B
Net Calls
-$2.51B
Net Calls Change
-$558M
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
126
Janney Montgomery Scott
Pennsylvania
$104M -$2.2M -6,026 -2%
Thrivent Financial for Lutherans
127
Thrivent Financial for Lutherans
Minnesota
$103M +$634K +1,735 +0.6%
AFG
128
Albion Financial Group
Utah
$100M +$1.44M +3,944 +1%
CAN
129
Cetera Advisor Networks
California
$99.6M +$9.39M +25,709 +9%
SG Americas Securities
130
SG Americas Securities
New York
$98.9M +$105M +288,688 +2,306%
AF
131
Alerus Financial
North Dakota
$98.2M -$4.97M -13,608 -4%
FWTB
132
First Western Trust Bank
Colorado
$97.1M +$2.41M +6,585 +2%
IB
133
Intrust Bank
Kansas
$94.7M -$765K -2,094 -0.7%
IC
134
IEQ Capital
California
$93.8M +$15M +41,119 +17%
ACH
135
Axis Capital Holdings
Bermuda
$93.6M
GWS
136
Glassman Wealth Services
Virginia
$91.1M +$564K +1,544 +0.6%
AA
137
Ancora Advisors
Ohio
$88.8M -$298K -815 -0.3%
OCG
138
Opus Capital Group
Ohio
$87.5M +$9.11M +24,931 +10%
HP
139
Hound Partners
New York
$87.1M -$176M -482,747 -65%
PCM
140
Prelude Capital Management
New York
$87.1M +$7.23M +19,800 +8%
AWMS
141
Advocacy Wealth Management Services
Georgia
$86.3M +$4.95M +13,564 +6%
AF
142
Arrow Financial
New York
$84.6M -$3.44M -9,413 -4%
WS
143
Wedbush Securities
California
$84.1M -$191M -522,284 -67%
DW
144
Domani Wealth
Pennsylvania
$82.1M +$633K +1,733 +0.7%
MPW
145
MA Private Wealth
California
$79.9M +$1.82M +4,987 +2%
PAG
146
Private Advisor Group
New Jersey
$78.9M -$33.4M -91,315 -28%
HI
147
Human Investing
Oregon
$78.6M +$2.48M +6,790 +3%
HR
148
Hardy Reed
Mississippi
$78.3M +$1.17M +3,210 +1%
BWL
149
Bogart Wealth LLC
Virginia
$78M +$6.82M +18,659 +9%
HI
150
Harbour Investments
Wisconsin
$77.8M

VOO Hedge Fund Activity: Q3 2022 in Review

2,067 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 ETF (VOO) for Q3 2022, worth a combined $114B — up 15% from $99.4B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new VOO positions and 93 closed out — a net gain of 12 holders — while 1,018 added to existing stakes and 660 trimmed.

The largest buyer was Employees Retirement System of Texas, opening a new position worth an estimated $495M. The largest seller was Bank of America, cutting an estimated $332M.

  • 2,067 institutional investors held Vanguard S&P 500 ETF (VOO) as of Q3 2022, down from 2,085 in Q2 2022.
  • Funds reported $114B of Vanguard S&P 500 ETF stock for Q3 2022, up 15% quarter-over-quarter.
  • 105 funds opened new Vanguard S&P 500 ETF positions in Q3 2022 and 93 closed out, a net change of +12 holders.
  • The largest Vanguard S&P 500 ETF buyer in Q3 2022 was Employees Retirement System of Texas, an estimated $495M added.
  • The largest Vanguard S&P 500 ETF seller in Q3 2022 was Bank of America, an estimated $332M sold.

Based on aggregated 13F filings for Q3 2022.