Vanguard S&P 500 ETF
271 hedge funds and large institutions have $8.54B invested in Vanguard S&P 500 ETF in 2014 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 139 increasing their positions, 47 reducing their positions, and 20 closing their positions.
196% more repeat investments, than reductions
Existing positions increased: 139 | Existing positions reduced: 47
115% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 20
36% more funds holding in top 10
Funds holding in top 10: 33 → 45 (+12)
11% more capital invested
Capital invested by funds: $7.66B → $8.54B (+$879M)
8% more funds holding
Funds holding: 250 → 271 (+21)
0.24% less ownership
Funds ownership: 39.61% → 39.37% (-0.24%)
34% less call options, than puts
Call options by funds: $20.6M | Put options by funds: $31M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Tokyo, Japan,
Japan
|
+$357M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$101M |
| 3 |
PPFA
Provida Pension Fund Administrator
Las Condes, Santiago,
Chile
|
+$81.2M |
| 4 |
Bank of New York Mellon
New York
|
+$80.2M |
| 5 |
NLI
Nippon Life Insurance
Tokyo,
Japan
|
+$57M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AUIM
Aegon USA Investment Management
Cedar Rapids,
Iowa
|
-$205M |
| 2 |
Goldman Sachs
New York
|
-$177M |
| 3 |
AWA
AmeriServ Wealth Advisors
Johnstown,
Pennsylvania
|
-$19.6M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$16.5M |
| 5 |
WCM
Weatherstone Capital Management
Denver,
Colorado
|
-$13.8M |
VOO Hedge Fund Activity: Q3 2014 in Review
271 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 ETF (VOO) for Q3 2014, worth a combined $8.54B — up 11% from $7.66B a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new VOO positions and 20 closed out — a net gain of 23 holders — while 139 added to existing stakes and 47 trimmed.
The largest buyer was National Mutual Insurance Federation of Agricultural Cooperatives, adding an estimated $357M. The largest seller was Aegon USA Investment Management, cutting an estimated $205M.
- 271 institutional investors held Vanguard S&P 500 ETF (VOO) as of Q3 2014, up from 250 in Q2 2014.
- Funds reported $8.54B of Vanguard S&P 500 ETF stock for Q3 2014, up 11% quarter-over-quarter.
- 43 funds opened new Vanguard S&P 500 ETF positions in Q3 2014 and 20 closed out, a net change of +23 holders.
- The largest Vanguard S&P 500 ETF buyer in Q3 2014 was National Mutual Insurance Federation of Agricultural Cooperatives, an estimated $357M added.
- The largest Vanguard S&P 500 ETF seller in Q3 2014 was Aegon USA Investment Management, an estimated $205M sold.
Based on aggregated 13F filings for Q3 2014.