Vanguard Morningstar Mega Cap ETF
60 hedge funds and large institutions have $254M invested in Vanguard Morningstar Mega Cap ETF in 2013 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 17 increasing their positions, 18 reducing their positions, and 5 closing their positions.
160% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 5
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
13% more funds holding
Funds holding: 53 → 60 (+7)
11% more capital invested
Capital invested by funds: $229M → $254M (+$24.5M)
3.82% more ownership
Funds ownership: 34.1% → 37.92% (+3.8%)
6% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 18
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $474K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$8.36M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$2.9M |
| 3 |
LPL Financial
San Diego,
California
|
+$2.35M |
| 4 |
U
UBS
Zurich,
Switzerland
|
+$1.74M |
| 5 |
CA
Cetera Advisors
Denver,
Colorado
|
+$1.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RFC
Russell Frank Company
Seattle,
Washington
|
-$5.6M |
| 2 |
FAAS
First Allied Advisory Services
San Diego,
California
|
-$4.58M |
| 3 |
TH
Timber Hill
Greenwich,
Connecticut
|
-$2.88M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.6M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.59M |
MGC Hedge Fund Activity: Q4 2013 in Review
60 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mega Cap ETF (MGC) for Q4 2013, worth a combined $254M — up 11% from $229M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new MGC positions and 5 closed out — a net gain of 8 holders — while 17 added to existing stakes and 18 trimmed.
The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $8.36M. The largest seller was Russell Frank Company, cutting an estimated $5.6M.
- 60 institutional investors held Vanguard Morningstar Mega Cap ETF (MGC) as of Q4 2013, up from 53 in Q3 2013.
- Funds reported $254M of Vanguard Morningstar Mega Cap ETF stock for Q4 2013, up 11% quarter-over-quarter.
- 13 funds opened new Vanguard Morningstar Mega Cap ETF positions in Q4 2013 and 5 closed out, a net change of +8 holders.
- The largest Vanguard Morningstar Mega Cap ETF buyer in Q4 2013 was Envestnet Asset Management, an estimated $8.36M added.
- The largest Vanguard Morningstar Mega Cap ETF seller in Q4 2013 was Russell Frank Company, an estimated $5.6M sold.
Based on aggregated 13F filings for Q4 2013.