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Vanguard S&P 500 ETF

2,129 hedge funds and large institutions have $125B invested in Vanguard S&P 500 ETF in 2022 Q1 according to their latest regulatory filings, with 157 funds opening new positions, 994 increasing their positions, 679 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more first-time investments, than exits

New positions opened: 157 | Existing positions closed: 104

46% more repeat investments, than reductions

Existing positions increased: 994 | Existing positions reduced: 679

7% more capital invested

Capital invested by funds: $117B → $125B (+$8.71B)

3% more funds holding in top 10

Funds holding in top 10: 461475 (+14)

2.1% more ownership

Funds ownership: 42.07%44.17% (+2.1%)

1% more funds holding

Funds holding: 2,1082,129 (+21)

74% less call options, than puts

Call options by funds: $760M | Put options by funds: $2.95B

Holders
2,129
Holders Change
+21
Holders Change %
+1%
% of All Funds
33.58%
Holding in Top 10
475
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+3.04%
% of All Funds
7.49%
New
157
Increased
994
Reduced
679
Closed
104
Calls
$760M
Puts
$2.95B
Net Calls
-$2.18B
Net Calls Change
-$105M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$21.5B +$13.1B +31,984,063 +162%
RJA
2
Raymond James & Associates
Florida
$7.83B +$66.6M +162,570 +0.9%
Vanguard Group
3
Vanguard Group
Pennsylvania
$7.1B +$609M +1,486,423 +10%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$5.03B +$158M +385,085 +3%
JP Morgan Chase
5
JP Morgan Chase
New York
$3.61B -$197M -481,634 -5%
PPA
6
Parametric Portfolio Associates
Washington
$3.57B -$210M -513,702 -6%
Morgan Stanley
7
Morgan Stanley
New York
$2.91B -$292M -714,192 -9%
AA
8
Acorns Advisers
California
$2.68B +$111M +270,933 +4%
Goldman Sachs
9
Goldman Sachs
New York
$2.44B +$107M +261,643 +5%
Wells Fargo
10
Wells Fargo
California
$1.54B +$12.1M +29,456 +0.8%
NMIFOAC
11
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$1.5B +$131M +321,000 +10%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$1.37B -$49.3M -120,440 -4%
LPL Financial
13
LPL Financial
California
$1.36B -$34M -83,133 -2%
UBS Group
14
UBS Group
Switzerland
$1.28B +$29.5M +71,968 +2%
AssetMark Inc
15
AssetMark Inc
California
$1.25B -$49.3M -120,362 -4%
UCFA
16
United Capital Financial Advisors
Texas
$1.24B +$144M +351,770 +13%
Ameriprise
17
Ameriprise
Minnesota
$1.14B -$36.7M -89,689 -3%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$1.1B -$11.3M -27,695 -1%
VMPIC
19
Varma Mutual Pension Insurance Co
Finland
$1.01B +$377M +920,976 +61%
JMPWA
20
JP Morgan Private Wealth Advisors
California
$987M +$36.3M +88,570 +4%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$955M +$33.2M +81,069 +4%
NAM
22
Nissay Asset Management
Japan
$920M
ELFC
23
E-L Financial Corp
Ontario, Canada
$857M -$2.46K -6 -0%
CS
24
Credit Suisse
Switzerland
$828M +$3.71M +9,071 +0.5%
CSIA
25
Charles Schwab Investment Advisory
California
$812M +$114M +279,518 +17%

VOO Hedge Fund Activity: Q1 2022 in Review

2,129 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 ETF (VOO) for Q1 2022, worth a combined $125B — up 7.5% from $117B a quarter earlier.

Buyers outnumbered sellers: 157 funds opened new VOO positions and 104 closed out — a net gain of 53 holders — while 994 added to existing stakes and 679 trimmed.

The largest buyer was Bank of America, adding an estimated $13.1B. The largest seller was California Public Employees Retirement System, exiting entirely with an estimated $3.7B sold.

  • 2,129 institutional investors held Vanguard S&P 500 ETF (VOO) as of Q1 2022, up from 2,108 in Q4 2021.
  • Funds reported $125B of Vanguard S&P 500 ETF stock for Q1 2022, up 7.5% quarter-over-quarter.
  • 157 funds opened new Vanguard S&P 500 ETF positions in Q1 2022 and 104 closed out, a net change of +53 holders.
  • The largest Vanguard S&P 500 ETF buyer in Q1 2022 was Bank of America, an estimated $13.1B added.
  • The largest Vanguard S&P 500 ETF seller in Q1 2022 was California Public Employees Retirement System, an estimated $3.7B sold.

Based on aggregated 13F filings for Q1 2022.