We are live on ! Find out more
MGK icon

Vanguard Mega Cap Growth ETF
MGK

71 hedge funds and large institutions have $375M invested in Vanguard Mega Cap Growth ETF in 2014 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

44% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 18

9% more funds holding

Funds holding: 65 → 71 (+6)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

6% less capital invested

Capital invested by funds: $400M → $375M (-$24.7M)

16.41% less ownership

Funds ownership: 166.1% → 149.69% (-16%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $282K

Holders
71
Holders Change
+6
Holders Change %
+9.23%
% of All Funds
2.05%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
12
Increased
26
Reduced
18
Closed
6
Calls
–
Puts
$282K
Net Calls
-$282K
Net Calls Change
-$14K

Top Buyers

1
FIG
FundX Investment Group
California
+$6.78M
2
HighTower Advisors
HighTower Advisors
Illinois
+$2.91M
3
Ameriprise
Ameriprise
Minnesota
+$1.68M
4
LNC
Lincoln National Corp
Pennsylvania
+$1.45M
5
BII
Bainco International Investors
Massachusetts
+$1.42M

Top Sellers

1
U
UBS
Switzerland
-$12.7M
2
Bank of America
Bank of America
North Carolina
-$7.48M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$5.98M
4
Morgan Stanley
Morgan Stanley
New York
-$3.84M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$3.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
Comerica Bank
26
Comerica Bank
Texas
$1.9M +$15.9K +1,100 +0.8%
ONB
27
Old National Bancorp
Indiana
$1.61M -$715K -49,520 -31%
BPC
28
Banque Pictet & Cie
Switzerland
$1.48M – – –
DP
29
Dearborn Partners
Illinois
$1.43M -$1.66M -114,760 -54%
BII
30
Bainco International Investors
Massachusetts
$1.42M +$1.42M +98,045 New
RT
31
Reliance Trust
Georgia
$1.29M +$344K +23,830 +36%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$925K +$574K +39,700 +164%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$917K +$146K +10,110 +19%
TRCT
34
Tower Research Capital (TRC)
New York
$880K +$878K +60,795 New
VKH
35
Virtu KCG Holdings
New York
$815K +$814K +56,310 New
RJFSA
36
Raymond James Financial Services Advisors
Florida
$801K +$800K +55,350 New
BP
37
Ballentine Partners
Massachusetts
$657K – – –
Creative Planning
38
Creative Planning
Kansas
$581K +$136K +9,395 +31%
HIC
39
Hartline Investment Corp
Illinois
$542K – – –
PWAP
40
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$522K -$47.1K -3,260 -8%
PFS
41
Prospera Financial Services
Texas
$521K -$23.8K -1,645 -4%
DADC
42
D.A. Davidson & Co
Montana
$500K +$113K +7,840 +29%
Bessemer Group
43
Bessemer Group
New Jersey
$463K – – –
GF
44
Gerstein Fisher
New York
$434K -$433K -30,000 -50%
Deutsche Bank
45
Deutsche Bank
Germany
$434K – – –
PAG
46
Private Advisor Group
New Jersey
$407K +$68K +4,705 +20%
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$398K -$5.98M -413,645 -94%
HIS
48
Horizon Investment Services
Indiana
$379K +$376K +26,000 New
OA
49
Oxbow Advisors
Texas
$376K – – –
PI
50
Placemark Investments
Illinois
$356K +$11.1K +770 +3%
1
2
3 4

MGK Hedge Fund Activity: Q1 2014 in Review

71 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mega Cap Growth ETF (MGK) for Q1 2014, worth a combined $375M — down 6.2% from $400M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new MGK positions and 6 closed out — a net gain of 6 holders — while 26 added to existing stakes and 18 trimmed.

The largest buyer was FundX Investment Group, opening a new position worth an estimated $6.78M. The largest seller was UBS, cutting an estimated $12.7M.

  • 71 institutional investors held Vanguard Mega Cap Growth ETF (MGK) as of Q1 2014, up from 65 in Q4 2013.
  • Funds reported $375M of Vanguard Mega Cap Growth ETF stock for Q1 2014, down 6.2% quarter-over-quarter.
  • 12 funds opened new Vanguard Mega Cap Growth ETF positions in Q1 2014 and 6 closed out, a net change of +6 holders.
  • The largest Vanguard Mega Cap Growth ETF buyer in Q1 2014 was FundX Investment Group, an estimated $6.78M added.
  • The largest Vanguard Mega Cap Growth ETF seller in Q1 2014 was UBS, an estimated $12.7M sold.

Based on aggregated 13F filings for Q1 2014.