Vanguard S&P 500 ETF
2,408 hedge funds and large institutions have $127B invested in Vanguard S&P 500 ETF in 2023 Q3 according to their latest regulatory filings, with 140 funds opening new positions, 1,160 increasing their positions, 771 reducing their positions, and 84 closing their positions.
67% more first-time investments, than exits
New positions opened: 140 | Existing positions closed: 84
50% more repeat investments, than reductions
Existing positions increased: 1,160 | Existing positions reduced: 771
39% more call options, than puts
Call options by funds: $1.06B | Put options by funds: $766M
38% more capital inflows, than outflows
Capital inflows: $9.5B | Capital outflows: $6.89B
1% more funds holding
Funds holding: 2,380 → 2,408 (+28)
1% more funds holding in top 10
Funds holding in top 10: 558 → 561 (+3)
1.16% less ownership
Funds ownership: 40.62% → 39.46% (-1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fiducient Advisors
Chicago,
Illinois
|
+$834M |
| 2 |
Raymond James & Associates
St Petersburg,
Florida
|
+$630M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$504M |
| 4 |
Pathstone Family Office
Englewood,
New Jersey
|
+$484M |
| 5 |
Clal Insurance
Tel-Aviv,
Israel
|
+$327M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$1.64B |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$975M |
| 3 |
Cerity Partners
New York
|
-$413M |
| 4 |
Credit Suisse
Zurich,
Switzerland
|
-$278M |
| 5 |
United Capital Financial Advisors
Irving,
Texas
|
-$222M |
VOO Hedge Fund Activity: Q3 2023 in Review
2,408 of the 6,317 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 ETF (VOO) for Q3 2023, worth a combined $127B — down 2.4% from $130B a quarter earlier.
Buyers outnumbered sellers: 140 funds opened new VOO positions and 84 closed out — a net gain of 56 holders — while 1,160 added to existing stakes and 771 trimmed.
The largest buyer was Fiducient Advisors, adding an estimated $834M. The largest seller was JP Morgan Chase, cutting an estimated $1.64B.
- 2,408 institutional investors held Vanguard S&P 500 ETF (VOO) as of Q3 2023, up from 2,380 in Q2 2023.
- Funds reported $127B of Vanguard S&P 500 ETF stock for Q3 2023, down 2.4% quarter-over-quarter.
- 140 funds opened new Vanguard S&P 500 ETF positions in Q3 2023 and 84 closed out, a net change of +56 holders.
- The largest Vanguard S&P 500 ETF buyer in Q3 2023 was Fiducient Advisors, an estimated $834M added.
- The largest Vanguard S&P 500 ETF seller in Q3 2023 was JP Morgan Chase, an estimated $1.64B sold.
Based on aggregated 13F filings for Q3 2023.