Vanguard Morningstar Mega Cap ETF
64 hedge funds and large institutions have $342M invested in Vanguard Morningstar Mega Cap ETF in 2014 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 15 reducing their positions, and 4 closing their positions.
2,483% more capital inflows, than outflows
Capital inflows: $45.1M | Capital outflows: $1.75M
150% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 4
47% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 15
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
10% more funds holding
Funds holding: 58 → 64 (+6)
73% less call options, than puts
Call options by funds: $243K | Put options by funds: $905K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$19.9M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.42M |
| 3 |
Capital Advantage
Walnut Creek,
California
|
+$3M |
| 4 |
UBS
Zurich,
Switzerland
|
+$1.84M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.71M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Verus Financial Partners
Richmond,
Virginia
|
-$681K |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$247K |
| 3 |
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$235K |
| 4 |
Boys Arnold & Co
Asheville,
North Carolina
|
-$213K |
| 5 |
Phillips Financial Management
Fort Wayne,
Indiana
|
-$83.8K |
MGC Hedge Fund Activity: Q3 2014 in Review
64 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mega Cap ETF (MGC) for Q3 2014, worth a combined $342M — up 15% from $296M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new MGC positions and 4 closed out — a net gain of 6 holders — while 22 added to existing stakes and 15 trimmed.
The largest buyer was Bank of America, adding an estimated $19.9M. The largest seller was Verus Financial Partners, cutting an estimated $681K.
- 64 institutional investors held Vanguard Morningstar Mega Cap ETF (MGC) as of Q3 2014, up from 58 in Q2 2014.
- Funds reported $342M of Vanguard Morningstar Mega Cap ETF stock for Q3 2014, up 15% quarter-over-quarter.
- 10 funds opened new Vanguard Morningstar Mega Cap ETF positions in Q3 2014 and 4 closed out, a net change of +6 holders.
- The largest Vanguard Morningstar Mega Cap ETF buyer in Q3 2014 was Bank of America, an estimated $19.9M added.
- The largest Vanguard Morningstar Mega Cap ETF seller in Q3 2014 was Verus Financial Partners, an estimated $681K sold.
Based on aggregated 13F filings for Q3 2014.