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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
Creative Planning
176
Creative Planning
Kansas
$17.5M +$2.3M +9,641 +16%
JRP
177
Jasper Ridge Partners
California
$17.4M -$1.12M -4,707 -6%
CFG
178
Citizens Financial Group
Rhode Island
$17.3M +$1.51M +6,331 +10%
NFG
179
Nadler Financial Group
Illinois
$17.1M +$941K +3,936 +6%
MA
180
MUFG Americas
New York
$17.1M -$921K -3,855 -5%
VOYA Investment Management
181
VOYA Investment Management
Georgia
$17.1M +$6.38M +26,696 +62%
PNC Financial Services Group
182
PNC Financial Services Group
Pennsylvania
$17M +$1.45M +6,082 +10%
K
183
Kemper
Illinois
$16.9M
PP
184
Prudential plc
United Kingdom
$16M +$681K +2,851 +5%
APSP
185
Asset Planning Services (Pennsylvania)
Pennsylvania
$15.8M +$650K +2,719 +4%
RGI
186
River Global Investors
United Kingdom
$15.7M +$1.83M +7,640 +14%
SFPM
187
Sensible Financial Planning & Management
Massachusetts
$15.4M -$825K -3,453 -5%
William Blair & Company
188
William Blair & Company
Illinois
$14.3M +$59K +247 +0.4%
IA
189
IFG Advisory
Georgia
$14.2M +$14.1M +59,166 New
MWM
190
Merriman Wealth Management
Washington
$14M -$4.35M -18,187 -24%
CA
191
Cetera Advisors
Colorado
$13.8M +$1.41M +5,913 +12%
AI
192
Atria Investments
North Carolina
$13.7M +$700K +2,927 +6%
CC
193
Chanos & Company
New York
$13.2M -$3.11M -13,013 -19%
BWL
194
Bogart Wealth LLC
Virginia
$13.2M +$518K +2,169 +4%
TF
195
TIAA FSB
Florida
$13.2M +$2.53M +10,572 +24%
FTS
196
Fifth Third Securities
Ohio
$13.1M -$665K -2,782 -5%
UCFA
197
United Capital Financial Advisors
Texas
$13.1M +$739K +3,091 +6%
ZIG
198
Zurich Insurance Group
Switzerland
$12.8M +$997K +4,172 +9%
TAMH
199
Taikang Asset Management (HK)
Hong Kong
$12.7M +$12.4M +51,749 New
WJA
200
Williams Jones & Associates
New York
$12.7M -$429K -1,795 -3%

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.