Vanguard Morningstar Mega Cap ETF
292 hedge funds and large institutions have $1.65B invested in Vanguard Morningstar Mega Cap ETF in 2022 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 96 increasing their positions, 102 reducing their positions, and 33 closing their positions.
6% less repeat investments, than reductions
Existing positions increased: 96 | Existing positions reduced: 102
2.09% less ownership
Funds ownership: 48.46% → 46.36% (-2.1%)
2% less funds holding
Funds holding: 299 → 292 (-7)
13% less funds holding in top 10
Funds holding in top 10: 16 → 14 (-2)
18% less first-time investments, than exits
New positions opened: 27 | Existing positions closed: 33
19% less capital invested
Capital invested by funds: $2.04B → $1.65B (-$387M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FA
FDx Advisors
Chicago,
Illinois
|
+$20M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$15.2M |
| 3 |
IC
IEQ Capital
Foster City,
California
|
+$15.1M |
| 4 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$11.3M |
| 5 |
NYLIM
New York Life Investment Management
New York
|
+$8.87M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ETC
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
-$80.3M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$18.3M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$12M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$8.96M |
| 5 |
TC
Titleist Capital
San Antonio,
Texas
|
-$5.83M |
MGC Hedge Fund Activity: Q2 2022 in Review
292 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mega Cap ETF (MGC) for Q2 2022, worth a combined $1.65B — down 19% from $2.04B a quarter earlier.
Sellers outnumbered buyers: 33 funds closed out of MGC and 27 opened new positions — a net loss of 6 holders — while 102 trimmed existing stakes and 96 added.
The largest buyer was FDx Advisors, opening a new position worth an estimated $20M. The largest seller was Exchange Traded Concepts, cutting an estimated $80.3M.
- 292 institutional investors held Vanguard Morningstar Mega Cap ETF (MGC) as of Q2 2022, down from 299 in Q1 2022.
- Funds reported $1.65B of Vanguard Morningstar Mega Cap ETF stock for Q2 2022, down 19% quarter-over-quarter.
- 27 funds opened new Vanguard Morningstar Mega Cap ETF positions in Q2 2022 and 33 closed out, a net change of -6 holders.
- The largest Vanguard Morningstar Mega Cap ETF buyer in Q2 2022 was FDx Advisors, an estimated $20M added.
- The largest Vanguard Morningstar Mega Cap ETF seller in Q2 2022 was Exchange Traded Concepts, an estimated $80.3M sold.
Based on aggregated 13F filings for Q2 2022.