Vanguard Morningstar Mega Cap ETF
101 hedge funds and large institutions have $499M invested in Vanguard Morningstar Mega Cap ETF in 2017 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 32 increasing their positions, 25 reducing their positions, and 6 closing their positions.
67% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 6
28% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 25
26% more call options, than puts
Call options by funds: $621K | Put options by funds: $492K
3% more funds holding
Funds holding: 98 → 101 (+3)
2% more capital invested
Capital invested by funds: $489M → $499M (+$9.43M)
2.16% less ownership
Funds ownership: 44.86% → 42.7% (-2.2%)
13% less funds holding in top 10
Funds holding in top 10: 8 → 7 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$4.23M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.98M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$2.32M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.87M |
| 5 |
WCWM
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
+$1.19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VFP
Verus Financial Partners
Richmond,
Virginia
|
-$12.9M |
| 2 |
Morgan Stanley
New York
|
-$6.45M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$6.3M |
| 4 |
Bank of New York Mellon
New York
|
-$2.02M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.75M |
MGC Hedge Fund Activity: Q1 2017 in Review
101 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mega Cap ETF (MGC) for Q1 2017, worth a combined $499M — up 1.9% from $489M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new MGC positions and 6 closed out — a net gain of 4 holders — while 32 added to existing stakes and 25 trimmed.
The largest buyer was Credit Suisse, adding an estimated $4.23M. The largest seller was Verus Financial Partners, cutting an estimated $12.9M.
- 101 institutional investors held Vanguard Morningstar Mega Cap ETF (MGC) as of Q1 2017, up from 98 in Q4 2016.
- Funds reported $499M of Vanguard Morningstar Mega Cap ETF stock for Q1 2017, up 1.9% quarter-over-quarter.
- 10 funds opened new Vanguard Morningstar Mega Cap ETF positions in Q1 2017 and 6 closed out, a net change of +4 holders.
- The largest Vanguard Morningstar Mega Cap ETF buyer in Q1 2017 was Credit Suisse, an estimated $4.23M added.
- The largest Vanguard Morningstar Mega Cap ETF seller in Q1 2017 was Verus Financial Partners, an estimated $12.9M sold.
Based on aggregated 13F filings for Q1 2017.