Vanguard S&P 500 ETF
VOO
2,376 hedge funds and large institutions have $130B invested in Vanguard S&P 500 ETF in 2023 Q2 according to their latest regulatory filings, with 205 funds opening new positions, 990 increasing their positions, 816 reducing their positions, and 88 closing their positions.
133% more first-time investments, than exits
New positions opened: 205 | Existing positions closed: 88
46% more call options, than puts
Call options by funds: $836M | Put options by funds: $574M
21% more repeat investments, than reductions
Existing positions increased: 990 | Existing positions reduced: 816
18% more capital invested
Capital invested by funds: $110B → $130B (+$19.7B)
7% more funds holding in top 10
Funds holding in top 10: 518 → 556 (+38)
4% more funds holding
Funds holding: 2,282 → 2,376 (+94)
6.42% less ownership
Funds ownership: 47.8% → 41.38% (-6.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$5.31B |
| 2 |
BCIM
Bishop & Co Investment Management
Erie,
Pennsylvania
|
+$2.5B |
| 3 |
Mercer Global Advisors
Denver,
Colorado
|
+$395M |
| 4 |
CM
Churchill Management
Los Angeles,
California
|
+$351M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$350M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWG
Summit Wealth Group
White River Junction,
Vermont
|
-$15.1B |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$10.2B |
| 3 |
FSCM
Front Street Capital Management
Missoula,
Montana
|
-$360M |
| 4 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
-$239M |
| 5 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
-$207M |
VOO Hedge Fund Activity: Q2 2023 in Review
2,376 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 ETF (VOO) for Q2 2023, worth a combined $130B — up 18% from $110B a quarter earlier.
Buyers outnumbered sellers: 205 funds opened new VOO positions and 88 closed out — a net gain of 117 holders — while 990 added to existing stakes and 816 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $5.31B. The largest seller was Summit Wealth Group, cutting an estimated $15.1B.
- 2,376 institutional investors held Vanguard S&P 500 ETF (VOO) as of Q2 2023, up from 2,282 in Q1 2023.
- Funds reported $130B of Vanguard S&P 500 ETF stock for Q2 2023, up 18% quarter-over-quarter.
- 205 funds opened new Vanguard S&P 500 ETF positions in Q2 2023 and 88 closed out, a net change of +117 holders.
- The largest Vanguard S&P 500 ETF buyer in Q2 2023 was JP Morgan Chase, an estimated $5.31B added.
- The largest Vanguard S&P 500 ETF seller in Q2 2023 was Summit Wealth Group, an estimated $15.1B sold.
Based on aggregated 13F filings for Q2 2023.