Vanguard Morningstar Mega Cap ETF
201 hedge funds and large institutions have $1.27B invested in Vanguard Morningstar Mega Cap ETF in 2020 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 77 increasing their positions, 48 reducing their positions, and 15 closing their positions.
248% more call options, than puts
Call options by funds: $1.07M | Put options by funds: $306K
127% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 15
60% more repeat investments, than reductions
Existing positions increased: 77 | Existing positions reduced: 48
39% more capital invested
Capital invested by funds: $911M → $1.27B (+$357M)
10% more funds holding
Funds holding: 182 → 201 (+19)
2.66% more ownership
Funds ownership: 46.33% → 49% (+2.7%)
7% less funds holding in top 10
Funds holding in top 10: 14 → 13 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$58.9M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$33.9M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$23.7M |
| 4 |
KP
Keel Point
Huntsville,
Alabama
|
+$20.3M |
| 5 |
GEM
Global Endowment Management
Charlotte,
North Carolina
|
+$11.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Truist Financial
Charlotte,
North Carolina
|
-$24.7M |
| 2 |
WCAMG
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
-$15.4M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$11.1M |
| 4 |
DWM
Darwin Wealth Management
Tampa,
Florida
|
-$4.85M |
| 5 |
BSAM
Blue Sky Asset Management
Greenwood Village,
Colorado
|
-$3.11M |
MGC Hedge Fund Activity: Q2 2020 in Review
201 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mega Cap ETF (MGC) for Q2 2020, worth a combined $1.27B — up 39% from $911M a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new MGC positions and 15 closed out — a net gain of 19 holders — while 77 added to existing stakes and 48 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $58.9M. The largest seller was Truist Financial, cutting an estimated $24.7M.
- 201 institutional investors held Vanguard Morningstar Mega Cap ETF (MGC) as of Q2 2020, up from 182 in Q1 2020.
- Funds reported $1.27B of Vanguard Morningstar Mega Cap ETF stock for Q2 2020, up 39% quarter-over-quarter.
- 34 funds opened new Vanguard Morningstar Mega Cap ETF positions in Q2 2020 and 15 closed out, a net change of +19 holders.
- The largest Vanguard Morningstar Mega Cap ETF buyer in Q2 2020 was Morgan Stanley, an estimated $58.9M added.
- The largest Vanguard Morningstar Mega Cap ETF seller in Q2 2020 was Truist Financial, an estimated $24.7M sold.
Based on aggregated 13F filings for Q2 2020.