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Vanguard S&P 500 ETF

1,125 hedge funds and large institutions have $58.2B invested in Vanguard S&P 500 ETF in 2019 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 521 increasing their positions, 331 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 521 | Existing positions reduced: 331

43% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 53

7% more capital invested

Capital invested by funds: $54.3B → $58.2B (+$3.95B)

7% more funds holding in top 10

Funds holding in top 10: 216231 (+15)

1% more funds holding

Funds holding: 1,1151,125 (+10)

0.72% more ownership

Funds ownership: 47.28%48% (+0.72%)

59% less call options, than puts

Call options by funds: $70.1M | Put options by funds: $170M

Holders
1,125
Holders Change
+10
Holders Change %
+0.9%
% of All Funds
24.67%
Holding in Top 10
231
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+6.94%
% of All Funds
5.07%
New
76
Increased
521
Reduced
331
Closed
53
Calls
$70.1M
Puts
$170M
Net Calls
-$100M
Net Calls Change
-$113M
Name Holding Trade Value Shares
Change
Change in
Stake
OCG
151
Opus Capital Group
Ohio
$40.5M +$4.09M +15,076 +11%
RGI
152
River Global Investors
United Kingdom
$39.6M +$35.3M +130,150 +867%
1832 Asset Management
153
1832 Asset Management
Ontario, Canada
$39.4M -$1.32M -4,850 -4%
TLIC
154
Taiyo Life Insurance Company
Japan
$39.3M
FFA
155
Fragasso Financial Advisors
Pennsylvania
$38.9M -$750K -2,762 -2%
TA
156
TRB Advisors
New York
$38.5M +$11M +40,513 +40%
RCS
157
Retirement Capital Strategies
California
$38.1M -$711K -2,618 -2%
EEP
158
Edgehill Endowment Partners
Connecticut
$38M +$188K +694 +0.5%
TCM
159
Twele Capital Management
Minnesota
$37.6M -$345K -1,270 -0.9%
FA
160
Fiducient Advisors
Illinois
$37.4M +$1.54M +5,679 +4%
EW
161
Evoke Wealth
California
$36.7M +$36.4M +134,022 New
NA
162
NewEdge Advisors
Louisiana
$36.5M +$3.01M +11,074 +9%
FSA
163
Financial Sense Advisors
California
$36.1M +$35.9M +132,355 New
AA
164
Alta Advisers
United Kingdom
$35.8M -$476K -1,755 -1%
SBL
165
Sargent Bickham Lagudis
Colorado
$35.4M +$3.16M +11,632 +10%
B
166
Bridgeworth
Alabama
$35.2M +$1.65M +6,083 +5%
Creative Planning
167
Creative Planning
Kansas
$34.9M -$78.4K -289 -0.2%
PA
168
Paracle Advisors
Washington
$34.4M -$346K -1,275 -1%
BFPW
169
BOK Financial Private Wealth
Colorado
$34.2M +$973K +3,586 +3%
WMA
170
White Mountains Advisors
Connecticut
$34.1M
ST
171
Sageworth Trust
Pennsylvania
$33.7M -$21.7K -80 -0.1%
Natixis Advisors
172
Natixis Advisors
Massachusetts
$32.8M -$1.18M -4,345 -3%
US Bancorp
173
US Bancorp
Minnesota
$32.6M +$1.54M +5,664 +5%
TW
174
Transform Wealth
Colorado
$32.4M +$17.5M +64,406 +119%
LFS
175
Lutz Financial Services
Nebraska
$31.9M +$142K +524 +0.5%

VOO Hedge Fund Activity: Q3 2019 in Review

1,125 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 ETF (VOO) for Q3 2019, worth a combined $58.2B — up 7.3% from $54.3B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new VOO positions and 53 closed out — a net gain of 23 holders — while 521 added to existing stakes and 331 trimmed.

The largest buyer was State Farm Mutual Automobile Insurance, opening a new position worth an estimated $878M. The largest seller was Clal Insurance, cutting an estimated $369M.

  • 1,125 institutional investors held Vanguard S&P 500 ETF (VOO) as of Q3 2019, up from 1,115 in Q2 2019.
  • Funds reported $58.2B of Vanguard S&P 500 ETF stock for Q3 2019, up 7.3% quarter-over-quarter.
  • 76 funds opened new Vanguard S&P 500 ETF positions in Q3 2019 and 53 closed out, a net change of +23 holders.
  • The largest Vanguard S&P 500 ETF buyer in Q3 2019 was State Farm Mutual Automobile Insurance, an estimated $878M added.
  • The largest Vanguard S&P 500 ETF seller in Q3 2019 was Clal Insurance, an estimated $369M sold.

Based on aggregated 13F filings for Q3 2019.