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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
EWM
176
Evermay Wealth Management
Virginia
$31.6M +$523K +1,927 +2%
AAMA
177
Advanced Asset Management Advisors
Ohio
$31.5M
FCI
178
Financial Counselors Inc
Kansas
$31.4M -$693K -2,553 -2%
CAPTRUST Financial Advisors
179
CAPTRUST Financial Advisors
North Carolina
$30.9M -$1.04M -3,828 -3%
SPIA
180
Steward Partners Investment Advisory
New York
$30.4M +$2.71M +9,980 +10%
DILIC
181
Dai-ichi Life Insurance Company
Japan
$29.5M
Jones Financial Companies
182
Jones Financial Companies
Missouri
$29.4M +$338K +1,246 +1%
PI
183
Pachira Investments
California
$29.3M -$476K -1,753 -2%
Fidelity Investments
184
Fidelity Investments
Massachusetts
$28.7M -$155K -571 -0.5%
RJT
185
Raymond James Trust
Florida
$27.7M +$3.6M +13,256 +15%
MAFM
186
Mid Atlantic Financial Management
Pennsylvania
$27.5M -$9.85M -36,283 -26%
CPA
187
Clear Perspective Advisors
Illinois
$27.3M +$13.9M +51,190 +103%
FT
188
Fiduciary Trust
Massachusetts
$26.7M +$570K +2,101 +2%
CG
189
Caprock Group
Idaho
$25.6M +$622K +2,292 +3%
GLA
190
Good Life Advisors
Pennsylvania
$25.1M +$83.9K +309 +0.3%
EPM
191
Elm Partners Management
Pennsylvania
$24.7M +$11.1M +40,855 +82%
MYLI
192
Meiji Yasuda Life Insurance
Japan
$24.6M +$24.5M +90,290 New
CCM
193
Condor Capital Management
New Jersey
$24.2M +$1.02M +3,766 +4%
BHB
194
Bank Hapoalim BM
Israel
$23.7M +$1.9K +7 +0%
MTC
195
Matrix Trust Company
Colorado
$23.7M +$127K +469 +0.5%
A
196
AdvicePeriod
California
$23.6M +$2.65M +9,754 +13%
DCM
197
DeGreen Capital Management
Arizona
$23.5M +$5.47M +20,166 +31%
CPIG
198
Chicago Partners Investment Group
Illinois
$23.1M +$1.13M +4,152 +5%
TAS
199
TIFF Advisory Services
Pennsylvania
$22.9M
PFPT
200
Pinnacle Financial Partners (Tennessee)
Tennessee
$22.6M +$3.42M +12,595 +18%

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.