Vanguard S&P 500 ETF
873 hedge funds and large institutions have $40.4B invested in Vanguard S&P 500 ETF in 2018 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 370 increasing their positions, 264 reducing their positions, and 50 closing their positions.
78% more first-time investments, than exits
New positions opened: 89 | Existing positions closed: 50
44% more call options, than puts
Call options by funds: $31.2M | Put options by funds: $21.7M
40% more repeat investments, than reductions
Existing positions increased: 370 | Existing positions reduced: 264
22% more capital inflows, than outflows
Capital inflows: $4.56B | Capital outflows: $3.75B
3% more funds holding
Funds holding: 844 → 873 (+29)
1% less funds holding in top 10
Funds holding in top 10: 178 → 176 (-2)
3.03% less ownership
Funds ownership: 48.68% → 45.65% (-3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mackay Shields LLC
New York
|
+$433M |
| 2 |
Valmark Advisers
Akron,
Ohio
|
+$415M |
| 3 |
JP Morgan Chase
New York
|
+$224M |
| 4 |
Raymond James & Associates
St Petersburg,
Florida
|
+$211M |
| 5 |
Goldman Sachs
New York
|
+$210M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$1.51B |
| 2 |
Churchill Management
Los Angeles,
California
|
-$386M |
| 3 |
Varma Mutual Pension Insurance Co
Helsinki,
Finland
|
-$230M |
| 4 |
Schroders
London,
United Kingdom
|
-$210M |
| 5 |
Parametric Portfolio Associates
Seattle,
Washington
|
-$115M |
VOO Hedge Fund Activity: Q1 2018 in Review
873 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 ETF (VOO) for Q1 2018, worth a combined $40.4B — down 1.1% from $40.8B a quarter earlier.
Buyers outnumbered sellers: 89 funds opened new VOO positions and 50 closed out — a net gain of 39 holders — while 370 added to existing stakes and 264 trimmed.
The largest buyer was Mackay Shields LLC, opening a new position worth an estimated $433M. The largest seller was Bank of America, cutting an estimated $1.51B.
- 873 institutional investors held Vanguard S&P 500 ETF (VOO) as of Q1 2018, up from 844 in Q4 2017.
- Funds reported $40.4B of Vanguard S&P 500 ETF stock for Q1 2018, down 1.1% quarter-over-quarter.
- 89 funds opened new Vanguard S&P 500 ETF positions in Q1 2018 and 50 closed out, a net change of +39 holders.
- The largest Vanguard S&P 500 ETF buyer in Q1 2018 was Mackay Shields LLC, an estimated $433M added.
- The largest Vanguard S&P 500 ETF seller in Q1 2018 was Bank of America, an estimated $1.51B sold.
Based on aggregated 13F filings for Q1 2018.