Vanguard Morningstar Mega Cap ETF
58 hedge funds and large institutions have $296M invested in Vanguard Morningstar Mega Cap ETF in 2014 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 20 increasing their positions, 16 reducing their positions, and 5 closing their positions.
25% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 16
16% more capital invested
Capital invested by funds: $255M → $296M (+$40.5M)
3.12% more ownership
Funds ownership: 36.35% → 39.46% (+3.1%)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
2% less funds holding
Funds holding: 59 → 58 (-1)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $469K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Capital Advantage
Walnut Creek,
California
|
+$7.98M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$5.64M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$5.06M |
| 4 |
BPCE
Bank Pictet & Cie (Europe)
Frankfurt Am Main,
Germany
|
+$4.96M |
| 5 |
U
UBS
Zurich,
Switzerland
|
+$2.58M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.92M |
| 2 |
CA
Cetera Advisors
Denver,
Colorado
|
-$1.24M |
| 3 |
VFP
Verus Financial Partners
Richmond,
Virginia
|
-$1.01M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$748K |
| 5 |
CCP
Clarkston Capital Partners
Rochester,
Michigan
|
-$549K |
MGC Hedge Fund Activity: Q2 2014 in Review
58 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mega Cap ETF (MGC) for Q2 2014, worth a combined $296M — up 16% from $255M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of MGC and 4 opened new positions — a net loss of 1 holder — while 16 trimmed existing stakes and 20 added.
The largest buyer was Capital Advantage, opening a new position worth an estimated $7.98M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.92M sold.
- 58 institutional investors held Vanguard Morningstar Mega Cap ETF (MGC) as of Q2 2014, down from 59 in Q1 2014.
- Funds reported $296M of Vanguard Morningstar Mega Cap ETF stock for Q2 2014, up 16% quarter-over-quarter.
- 4 funds opened new Vanguard Morningstar Mega Cap ETF positions in Q2 2014 and 5 closed out, a net change of -1 holder.
- The largest Vanguard Morningstar Mega Cap ETF buyer in Q2 2014 was Capital Advantage, an estimated $7.98M added.
- The largest Vanguard Morningstar Mega Cap ETF seller in Q2 2014 was Susquehanna International Group, an estimated $1.92M sold.
Based on aggregated 13F filings for Q2 2014.