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Vanguard Mega Cap Growth ETF
MGK

61 hedge funds and large institutions have $358M invested in Vanguard Mega Cap Growth ETF in 2013 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 27 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 14

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

2% more funds holding

Funds holding: 60 → 61 (+1)

1% more capital invested

Capital invested by funds: $354M → $358M (+$3.65M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

9.65% less ownership

Funds ownership: 174.49% → 164.85% (-9.6%)

Holders
61
Holders Change
+1
Holders Change %
+1.67%
% of All Funds
1.98%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
6
Increased
27
Reduced
14
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FIMS
FBL Investment Management Services
Iowa
+$7.58M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$2.85M
3
ONB
Old National Bancorp
Indiana
+$2.06M
4
Comerica Bank
Comerica Bank
Texas
+$1.93M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.52M

Top Sellers

1
MAA
Managed Account Advisors
New Jersey
-$18.9M
2
Bank of America
Bank of America
North Carolina
-$15.2M
3
U
UBS
Switzerland
-$8.27M
4
Morgan Stanley
Morgan Stanley
New York
-$1.74M
5
DS
DRW Securities
Illinois
-$1M
Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
26
Twele Capital Management
Minnesota
$1.36M – – –
SIC
27
Salem Investment Counselors
North Carolina
$1.18M +$22.7K +1,775 +2%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$1.01M +$240K +18,765 +32%
RT
29
Reliance Trust
Georgia
$865K -$339K -26,525 -29%
Deutsche Bank
30
Deutsche Bank
Germany
$678K +$333K +26,010 +101%
BP
31
Ballentine Partners
Massachusetts
$618K – – –
PFS
32
Prospera Financial Services
Texas
$521K -$53.7K -4,200 -10%
PWAP
33
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$516K +$18K +1,405 +4%
HIC
34
Hartline Investment Corp
Illinois
$490K – – –
Bessemer Group
35
Bessemer Group
New Jersey
$419K – – –
SI
36
SII Investments
Wisconsin
$359K +$2.56K +200 +0.8%
Goldman Sachs
37
Goldman Sachs
New York
$351K +$343K +26,785 New
DADC
38
D.A. Davidson & Co
Montana
$345K +$75.6K +5,910 +29%
Creative Planning
39
Creative Planning
Kansas
$343K -$24.3K -1,900 -7%
OA
40
Oxbow Advisors
Texas
$340K – – –
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$313K +$26.9K +2,100 +10%
CS
42
Credit Suisse
Switzerland
$312K -$746K -58,340 -71%
KFS
43
KMS Financial Services
Washington
$299K +$767 +60 +0.3%
PI
44
Placemark Investments
Illinois
$292K +$57.5K +4,500 +25%
ALA
45
Atherton Lane Advisers
California
$262K – – –
AT
46
Arden Trust
Delaware
$252K +$246K +19,265 New
HJA
47
Hugh Johnson Advisors
New York
$231K – – –
MWP
48
MYCIO Wealth Partners
Pennsylvania
$172K +$1.22K +95 +0.7%
US Bancorp
49
US Bancorp
Minnesota
$148K – – –
EWM
50
Elite Wealth Management
Washington
$131K – – –
1
2
3

MGK Hedge Fund Activity: Q3 2013 in Review

61 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mega Cap Growth ETF (MGK) for Q3 2013, worth a combined $358M — up 1% from $354M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new MGK positions and 4 closed out — a net gain of 2 holders — while 27 added to existing stakes and 14 trimmed.

The largest buyer was FBL Investment Management Services, adding an estimated $7.58M. The largest seller was Managed Account Advisors, cutting an estimated $18.9M.

  • 61 institutional investors held Vanguard Mega Cap Growth ETF (MGK) as of Q3 2013, up from 60 in Q2 2013.
  • Funds reported $358M of Vanguard Mega Cap Growth ETF stock for Q3 2013, up 1% quarter-over-quarter.
  • 6 funds opened new Vanguard Mega Cap Growth ETF positions in Q3 2013 and 4 closed out, a net change of +2 holders.
  • The largest Vanguard Mega Cap Growth ETF buyer in Q3 2013 was FBL Investment Management Services, an estimated $7.58M added.
  • The largest Vanguard Mega Cap Growth ETF seller in Q3 2013 was Managed Account Advisors, an estimated $18.9M sold.

Based on aggregated 13F filings for Q3 2013.