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Vanguard S&P 500 ETF

2,067 hedge funds and large institutions have $114B invested in Vanguard S&P 500 ETF in 2022 Q3 according to their latest regulatory filings, with 105 funds opening new positions, 1,018 increasing their positions, 660 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more repeat investments, than reductions

Existing positions increased: 1,018 | Existing positions reduced: 660

15% more capital invested

Capital invested by funds: $99.4B → $114B (+$15B)

13% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 93

3% more funds holding in top 10

Funds holding in top 10: 480496 (+16)

0.68% less ownership

Funds ownership: 40.59%39.91% (-0.68%)

1% less funds holding

Funds holding: 2,0852,067 (-18)

73% less call options, than puts

Call options by funds: $950M | Put options by funds: $3.46B

Holders
2,067
Holders Change
-18
Holders Change %
-0.86%
% of All Funds
35.6%
Holding in Top 10
496
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+3.33%
% of All Funds
8.54%
New
105
Increased
1,018
Reduced
660
Closed
93
Calls
$950M
Puts
$3.46B
Net Calls
-$2.51B
Net Calls Change
-$558M
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
1976
Optimum Investment Advisors
Illinois
$72K +$6.21K +17 +8%
EBA
1977
Eagle Bay Advisors
New York
$70K
PIA
1978
Powell Investment Advisors
Florida
$69K +$365 +1 +0.5%
TC
1979
Trust Company
Kansas
$68K +$76K +208 New
SFC
1980
SYM Financial Corp
Indiana
$66K -$15.7K -43 -18%
CB
1981
CNB Bank
Pennsylvania
$64K
AWM
1982
AllSquare Wealth Management
New York
$60K
LFA
1983
Legend Financial Advisors
Pennsylvania
$59.1K +$65.7K +180 New
OCM
1984
Orion Capital Management
California
$59K -$108K -295 -62%
GAG
1985
Goodman Advisory Group
Massachusetts
$58K -$5.84K -16 -8%
BWS
1986
BCR Wealth Strategies
Alabama
$57K
IA
1987
IFS Advisors
Kansas
$57K
AC
1988
AlphaCore Capital
California
$57K +$4.38K +12 +7%
SWM
1989
Stapp Wealth Management
Washington
$57K +$63.9K +175 New
HWM
1990
Horizons Wealth Management
North Carolina
$56K
AA
1991
Addison Advisors
Vermont
$56K +$5.84K +16 +10%
NSB
1992
Norway Savings Bank
Maine
$54K
TCWA
1993
Ten Capital Wealth Advisors
Washington
$53K +$43.8K +120 +286%
FWA
1994
FSC Wealth Advisors
New York
$52K -$730 -2 -1%
PCA
1995
Providence Capital Advisors
North Carolina
$48K
WSC
1996
Wellington Shields & Co
New York
$48K
OC
1997
Oakworth Capital
Alabama
$47K
PWMG
1998
Prestige Wealth Management Group
New Jersey
$46K -$13.9K -38 -21%
DWMG
1999
DB Wealth Management Group
California
$46K
CWM
2000
Castle Wealth Management
Florida
$45K -$10.6K -29 -17%

VOO Hedge Fund Activity: Q3 2022 in Review

2,067 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 ETF (VOO) for Q3 2022, worth a combined $114B — up 15% from $99.4B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new VOO positions and 93 closed out — a net gain of 12 holders — while 1,018 added to existing stakes and 660 trimmed.

The largest buyer was Employees Retirement System of Texas, opening a new position worth an estimated $495M. The largest seller was Bank of America, cutting an estimated $332M.

  • 2,067 institutional investors held Vanguard S&P 500 ETF (VOO) as of Q3 2022, down from 2,085 in Q2 2022.
  • Funds reported $114B of Vanguard S&P 500 ETF stock for Q3 2022, up 15% quarter-over-quarter.
  • 105 funds opened new Vanguard S&P 500 ETF positions in Q3 2022 and 93 closed out, a net change of +12 holders.
  • The largest Vanguard S&P 500 ETF buyer in Q3 2022 was Employees Retirement System of Texas, an estimated $495M added.
  • The largest Vanguard S&P 500 ETF seller in Q3 2022 was Bank of America, an estimated $332M sold.

Based on aggregated 13F filings for Q3 2022.