Vanguard Morningstar Mega Cap ETF
138 hedge funds and large institutions have $586M invested in Vanguard Morningstar Mega Cap ETF in 2018 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 51 increasing their positions, 30 reducing their positions, and 18 closing their positions.
70% more repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 30
17% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 18
3.47% more ownership
Funds ownership: 38.59% → 42.06% (+3.5%)
2% more funds holding
Funds holding: 135 → 138 (+3)
2% less capital invested
Capital invested by funds: $597M → $586M (-$11.2M)
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CFGS
Concourse Financial Group Securities
Birmingham,
Alabama
|
+$18.8M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$11.5M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$11.3M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$10.6M |
| 5 |
Morgan Stanley
New York
|
+$4.96M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$4.4M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$3.58M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.99M |
| 4 |
Jane Street
New York
|
-$1.51M |
| 5 |
MGIA
Matthew Goff Investment Advisor
Houston,
Texas
|
-$1.38M |
MGC Hedge Fund Activity: Q4 2018 in Review
138 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mega Cap ETF (MGC) for Q4 2018, worth a combined $586M — down 1.9% from $597M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new MGC positions and 18 closed out — a net gain of 3 holders — while 51 added to existing stakes and 30 trimmed.
The largest buyer was Concourse Financial Group Securities, adding an estimated $18.8M. The largest seller was Atria Investments, exiting entirely with an estimated $4.4M sold.
- 138 institutional investors held Vanguard Morningstar Mega Cap ETF (MGC) as of Q4 2018, up from 135 in Q3 2018.
- Funds reported $586M of Vanguard Morningstar Mega Cap ETF stock for Q4 2018, down 1.9% quarter-over-quarter.
- 21 funds opened new Vanguard Morningstar Mega Cap ETF positions in Q4 2018 and 18 closed out, a net change of +3 holders.
- The largest Vanguard Morningstar Mega Cap ETF buyer in Q4 2018 was Concourse Financial Group Securities, an estimated $18.8M added.
- The largest Vanguard Morningstar Mega Cap ETF seller in Q4 2018 was Atria Investments, an estimated $4.4M sold.
Based on aggregated 13F filings for Q4 2018.