Vanguard S&P 500 ETF
VOO
2,282 hedge funds and large institutions have $110B invested in Vanguard S&P 500 ETF in 2023 Q1 according to their latest regulatory filings, with 164 funds opening new positions, 995 increasing their positions, 835 reducing their positions, and 92 closing their positions.
78% more first-time investments, than exits
New positions opened: 164 | Existing positions closed: 92
28% more call options, than puts
Call options by funds: $1.05B | Put options by funds: $820M
19% more repeat investments, than reductions
Existing positions increased: 995 | Existing positions reduced: 835
9.04% more ownership
Funds ownership: 38.76% → 47.8% (+9%)
1% more funds holding
Funds holding: 2,258 → 2,282 (+24)
2% less funds holding in top 10
Funds holding in top 10: 526 → 518 (-8)
11% less capital invested
Capital invested by funds: $124B → $110B (-$13.8B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWG
Summit Wealth Group
White River Junction,
Vermont
|
+$14.4B |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$10.5B |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$400M |
| 4 |
AIA
Angeles Investment Advisors
Santa Monica,
California
|
+$373M |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
+$349M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Calamos Advisors
Naperville,
Illinois
|
-$471M |
| 2 |
NAM
Nissay Asset Management
Tokyo,
Japan
|
-$271M |
| 3 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
-$170M |
| 4 |
DGAM
Desjardins Global Asset Management
Montreal,
Quebec, Canada
|
-$125M |
| 5 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$123M |
VOO Hedge Fund Activity: Q1 2023 in Review
2,282 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 ETF (VOO) for Q1 2023, worth a combined $110B — down 11% from $124B a quarter earlier.
Buyers outnumbered sellers: 164 funds opened new VOO positions and 92 closed out — a net gain of 72 holders — while 995 added to existing stakes and 835 trimmed.
The largest buyer was Summit Wealth Group, opening a new position worth an estimated $14.4B. The largest seller was Calamos Advisors, exiting entirely with an estimated $471M sold.
- 2,282 institutional investors held Vanguard S&P 500 ETF (VOO) as of Q1 2023, up from 2,258 in Q4 2022.
- Funds reported $110B of Vanguard S&P 500 ETF stock for Q1 2023, down 11% quarter-over-quarter.
- 164 funds opened new Vanguard S&P 500 ETF positions in Q1 2023 and 92 closed out, a net change of +72 holders.
- The largest Vanguard S&P 500 ETF buyer in Q1 2023 was Summit Wealth Group, an estimated $14.4B added.
- The largest Vanguard S&P 500 ETF seller in Q1 2023 was Calamos Advisors, an estimated $471M sold.
Based on aggregated 13F filings for Q1 2023.