Vanguard Morningstar Mega Cap ETF
84 hedge funds and large institutions have $441M invested in Vanguard Morningstar Mega Cap ETF in 2016 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 23 increasing their positions, 27 reducing their positions, and 9 closing their positions.
22% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 9
1% more funds holding
Funds holding: 83 → 84 (+1)
2% more capital invested
Capital invested by funds: $434M → $441M (+$6.83M)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
0.89% less ownership
Funds ownership: 45.59% → 44.7% (-0.89%)
15% less repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 27
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$11.6M |
| 2 |
Morgan Stanley
New York
|
+$3.33M |
| 3 |
PS
Portfolio Solutions
Royal Oak,
Michigan
|
+$3.04M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$2.56M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Capital Advantage
Walnut Creek,
California
|
-$10M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$5.08M |
| 3 |
AEPG
American Economic Planning Group
Warren,
New Jersey
|
-$4.63M |
| 4 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$4.35M |
| 5 |
BPCE
Bank Pictet & Cie (Europe)
Frankfurt Am Main,
Germany
|
-$3.13M |
MGC Hedge Fund Activity: Q1 2016 in Review
84 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mega Cap ETF (MGC) for Q1 2016, worth a combined $441M — up 1.6% from $434M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new MGC positions and 9 closed out — a net gain of 2 holders — while 23 added to existing stakes and 27 trimmed.
The largest buyer was Bank of America, adding an estimated $11.6M. The largest seller was Capital Advantage, exiting entirely with an estimated $10M sold.
- 84 institutional investors held Vanguard Morningstar Mega Cap ETF (MGC) as of Q1 2016, up from 83 in Q4 2015.
- Funds reported $441M of Vanguard Morningstar Mega Cap ETF stock for Q1 2016, up 1.6% quarter-over-quarter.
- 11 funds opened new Vanguard Morningstar Mega Cap ETF positions in Q1 2016 and 9 closed out, a net change of +2 holders.
- The largest Vanguard Morningstar Mega Cap ETF buyer in Q1 2016 was Bank of America, an estimated $11.6M added.
- The largest Vanguard Morningstar Mega Cap ETF seller in Q1 2016 was Capital Advantage, an estimated $10M sold.
Based on aggregated 13F filings for Q1 2016.