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Vanguard S&P 500 ETF

844 hedge funds and large institutions have $40.7B invested in Vanguard S&P 500 ETF in 2017 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 315 increasing their positions, 225 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

504% more first-time investments, than exits

New positions opened: 157 | Existing positions closed: 26

40% more repeat investments, than reductions

Existing positions increased: 315 | Existing positions reduced: 225

20% more call options, than puts

Call options by funds: $27M | Put options by funds: $22.5M

17% more funds holding

Funds holding: 720844 (+124)

17% more capital invested

Capital invested by funds: $34.9B → $40.7B (+$5.82B)

16% more funds holding in top 10

Funds holding in top 10: 154178 (+24)

1.63% more ownership

Funds ownership: 47.06%48.69% (+1.6%)

Holders
844
Holders Change
+124
Holders Change %
+17.22%
% of All Funds
19.14%
Holding in Top 10
178
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+15.58%
% of All Funds
4.04%
New
157
Increased
315
Reduced
225
Closed
26
Calls
$27M
Puts
$22.5M
Net Calls
+$4.54M
Net Calls Change
+$6.98M
Name Holding Trade Value Shares
Change
Change in
Stake
OCG
151
Opus Capital Group
Ohio
$22.6M +$74.8K +313 +0.3%
BC
152
Brinker Capital
Pennsylvania
$22.4M +$2.4M +10,047 +12%
Susquehanna International Group
153
Susquehanna International Group
Pennsylvania
$22.2M +$19.2M +80,344 +798%
SLF
154
Sun Life Financial
Ontario, Canada
$22M +$2.58M +10,799 +14%
AWS
155
AJ Wealth Strategies
New York
$21.9M +$2.34M +9,811 +12%
MFT
156
Moisand Fitzgerald Tamayo
Florida
$21.3M -$744K -3,115 -3%
GLA
157
Good Life Advisors
Pennsylvania
$21.3M +$218K +913 +1%
Nomura Asset Management
158
Nomura Asset Management
Japan
$20.5M -$4M -16,750 -17%
IFWM
159
Institute for Wealth Management
Colorado
$20.4M +$6.73M +28,147 +54%
RFS
160
Rockefeller Financial Services
New York
$20M -$3.14M -13,151 -14%
SB
161
Suntrust Banks
Georgia
$19.9M +$1.04M +4,353 +6%
CG
162
Caprock Group
Idaho
$19.9M +$264K +1,104 +1%
Manulife (Manufacturers Life Insurance)
163
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$19.6M +$552K +2,309 +3%
SFA
164
Stewardship Financial Advisors
Georgia
$19.4M +$19.8K +83 +0.1%
PFM
165
Peak Financial Management
Massachusetts
$19M -$727K -3,040 -4%
Deutsche Bank
166
Deutsche Bank
Germany
$18.9M +$18.4M +77,188 New
Jones Financial Companies
167
Jones Financial Companies
Missouri
$18.9M +$887K +3,711 +5%
Fidelity Investments
168
Fidelity Investments
Massachusetts
$18.8M +$2.3M +9,622 +14%
WA
169
Wilshire Advisors
California
$18.6M -$1.65M -6,890 -8%
TCM
170
Twin Capital Management
Pennsylvania
$18.6M -$1.65M -6,890 -8%
FG
171
Fiduciary Group
Georgia
$18.6M -$59.3K -248 -0.3%
CPIG
172
Chicago Partners Investment Group
Illinois
$18.3M +$488K +2,042 +3%
Allianz Asset Management
173
Allianz Asset Management
Germany
$18.1M +$3.94M +16,481 +29%
Squarepoint
174
Squarepoint
New York
$17.8M +$13.7M +57,352 +376%
HCM
175
Harvest Capital Management
New Hampshire
$17.7M -$16.7K -70 -0.1%

VOO Hedge Fund Activity: Q4 2017 in Review

844 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 ETF (VOO) for Q4 2017, worth a combined $40.7B — up 17% from $34.9B a quarter earlier.

Buyers outnumbered sellers: 157 funds opened new VOO positions and 26 closed out — a net gain of 131 holders — while 315 added to existing stakes and 225 trimmed.

The largest buyer was Bank of America, adding an estimated $1.31B. The largest seller was JP Morgan Chase, cutting an estimated $1.11B.

  • 844 institutional investors held Vanguard S&P 500 ETF (VOO) as of Q4 2017, up from 720 in Q3 2017.
  • Funds reported $40.7B of Vanguard S&P 500 ETF stock for Q4 2017, up 17% quarter-over-quarter.
  • 157 funds opened new Vanguard S&P 500 ETF positions in Q4 2017 and 26 closed out, a net change of +131 holders.
  • The largest Vanguard S&P 500 ETF buyer in Q4 2017 was Bank of America, an estimated $1.31B added.
  • The largest Vanguard S&P 500 ETF seller in Q4 2017 was JP Morgan Chase, an estimated $1.11B sold.

Based on aggregated 13F filings for Q4 2017.