We are live on ! Find out more
VOO icon

Vanguard S&P 500 ETF

680 hedge funds and large institutions have $31.3B invested in Vanguard S&P 500 ETF in 2017 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 322 increasing their positions, 173 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

179% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 29

86% more repeat investments, than reductions

Existing positions increased: 322 | Existing positions reduced: 173

14% more capital invested

Capital invested by funds: $27.6B → $31.3B (+$3.75B)

12% more funds holding in top 10

Funds holding in top 10: 137153 (+16)

8% more funds holding

Funds holding: 632680 (+48)

0.97% more ownership

Funds ownership: 49.03%50% (+0.97%)

40% less call options, than puts

Call options by funds: $39.6M | Put options by funds: $66.3M

Holders
680
Holders Change
+48
Holders Change %
+7.59%
% of All Funds
16.93%
Holding in Top 10
153
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+11.68%
% of All Funds
3.81%
New
81
Increased
322
Reduced
173
Closed
29
Calls
$39.6M
Puts
$66.3M
Net Calls
-$26.8M
Net Calls Change
-$22.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$2.83B -$17.4M -81,457 -0.6%
PPA
2
Parametric Portfolio Associates
Washington
$2.16B -$253M -1,185,713 -11%
JP Morgan Chase
3
JP Morgan Chase
New York
$2B +$108M +504,416 +6%
RJA
4
Raymond James & Associates
Florida
$1.67B +$997M +4,670,046 +153%
MFRM
5
Milliman Financial Risk Management
Illinois
$1.34B
Vanguard Group
6
Vanguard Group
Pennsylvania
$1.21B +$126M +589,605 +12%
NMIFOAC
7
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$1.05B +$62.7M +294,000 +6%
CI
8
Clal Insurance
Israel
$1.02B -$183M -859,078 -15%
S
9
Schroders
United Kingdom
$889M +$877M +4,111,149 New
Morgan Stanley
10
Morgan Stanley
New York
$825M +$60.2M +282,077 +8%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$804M +$124M +582,537 +19%
Ameriprise
12
Ameriprise
Minnesota
$693M +$120M +563,680 +21%
Wells Fargo
13
Wells Fargo
California
$624M +$66.7M +312,482 +12%
Goldman Sachs
14
Goldman Sachs
New York
$590M -$47.6M -223,063 -8%
UBS Group
15
UBS Group
Switzerland
$539M -$1.18M -5,521 -0.2%
AssetMark Inc
16
AssetMark Inc
California
$446M +$93.2M +436,962 +27%
BOI
17
Bank of Italy
Italy
$383M
Citigroup
18
Citigroup
New York
$373M -$330M -1,545,183 -47%
MML Investors Services
19
MML Investors Services
Massachusetts
$356M +$636M +2,979,017 New
CM
20
Churchill Management
California
$333M -$5.09M -23,854 -2%
USAA
21
United Services Automobile Association
Texas
$329M +$69.3M +324,734 +27%
JC
22
JBF Capital
Colorado
$329M
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$317M +$11.3M +52,807 +4%
NLI
24
Nippon Life Insurance
Japan
$310M -$96.5M -452,000 -24%
DCM
25
Dupont Capital Management
Delaware
$290M -$108M -505,949 -27%

VOO Hedge Fund Activity: Q1 2017 in Review

680 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 ETF (VOO) for Q1 2017, worth a combined $31.3B — up 14% from $27.6B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new VOO positions and 29 closed out — a net gain of 52 holders — while 322 added to existing stakes and 173 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $997M. The largest seller was Citigroup, cutting an estimated $330M.

  • 680 institutional investors held Vanguard S&P 500 ETF (VOO) as of Q1 2017, up from 632 in Q4 2016.
  • Funds reported $31.3B of Vanguard S&P 500 ETF stock for Q1 2017, up 14% quarter-over-quarter.
  • 81 funds opened new Vanguard S&P 500 ETF positions in Q1 2017 and 29 closed out, a net change of +52 holders.
  • The largest Vanguard S&P 500 ETF buyer in Q1 2017 was Raymond James & Associates, an estimated $997M added.
  • The largest Vanguard S&P 500 ETF seller in Q1 2017 was Citigroup, an estimated $330M sold.

Based on aggregated 13F filings for Q1 2017.