Vanguard S&P 500 ETF
1,072 hedge funds and large institutions have $41B invested in Vanguard S&P 500 ETF in 2018 Q4 according to their latest regulatory filings, with 208 funds opening new positions, 446 increasing their positions, 252 reducing their positions, and 67 closing their positions.
210% more first-time investments, than exits
New positions opened: 208 | Existing positions closed: 67
77% more repeat investments, than reductions
Existing positions increased: 446 | Existing positions reduced: 252
23% more call options, than puts
Call options by funds: $37.2M | Put options by funds: $30.3M
19% more funds holding in top 10
Funds holding in top 10: 181 → 215 (+34)
14% more funds holding
Funds holding: 940 → 1,072 (+132)
2.91% less ownership
Funds ownership: 46.31% → 43.4% (-2.9%)
16% less capital invested
Capital invested by funds: $48.7B → $41B (-$7.67B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$247M |
| 2 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$193M |
| 3 |
MTWSIF
Mivtachim The Workers Social Insurance Fund
Tel Aviv,
Israel
|
+$189M |
| 4 |
Morgan Stanley
New York
|
+$150M |
| 5 |
MB
Mizuho Bank
Tokyo,
Japan
|
+$149M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$3.54B |
| 2 |
VMPIC
Varma Mutual Pension Insurance Co
Helsinki,
Finland
|
-$297M |
| 3 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$263M |
| 4 |
Goldman Sachs
New York
|
-$255M |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$229M |
VOO Hedge Fund Activity: Q4 2018 in Review
1,072 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 ETF (VOO) for Q4 2018, worth a combined $41B — down 16% from $48.7B a quarter earlier.
Buyers outnumbered sellers: 208 funds opened new VOO positions and 67 closed out — a net gain of 141 holders — while 446 added to existing stakes and 252 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $247M. The largest seller was Bank of America, cutting an estimated $3.54B.
- 1,072 institutional investors held Vanguard S&P 500 ETF (VOO) as of Q4 2018, up from 940 in Q3 2018.
- Funds reported $41B of Vanguard S&P 500 ETF stock for Q4 2018, down 16% quarter-over-quarter.
- 208 funds opened new Vanguard S&P 500 ETF positions in Q4 2018 and 67 closed out, a net change of +141 holders.
- The largest Vanguard S&P 500 ETF buyer in Q4 2018 was Envestnet Asset Management, an estimated $247M added.
- The largest Vanguard S&P 500 ETF seller in Q4 2018 was Bank of America, an estimated $3.54B sold.
Based on aggregated 13F filings for Q4 2018.