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Vanguard Mega Cap Growth ETF
MGK

145 hedge funds and large institutions have $1.25B invested in Vanguard Mega Cap Growth ETF in 2017 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 46 increasing their positions, 42 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 12

14% more capital invested

Capital invested by funds: $1.1B → $1.25B (+$156M)

5% more funds holding

Funds holding: 138 → 145 (+7)

10% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 42

0% more funds holding in top 10

Funds holding in top 10: 12 → 12 (0)

0.29% less ownership

Funds ownership: 236.73% → 236.45% (-0.29%)

23% less call options, than puts

Call options by funds: $399K | Put options by funds: $517K

Holders
145
Holders Change
+7
Holders Change %
+5.07%
% of All Funds
3.61%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.3%
New
20
Increased
46
Reduced
42
Closed
12
Calls
$399K
Puts
$517K
Net Calls
-$118K
Net Calls Change
+$204K

Top Buyers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$21.3M
2
UBS Group
UBS Group
Switzerland
+$15.1M
3
AssetMark Inc
AssetMark Inc
California
+$12.7M
4
AIA
Allegis Investment Advisors
Idaho
+$4.18M
5
Jane Street
Jane Street
New York
+$2.94M

Top Sellers

1
RA
RFG Advisory
Alabama
-$6.34M
2
Bank of America
Bank of America
North Carolina
-$5.35M
3
Wells Fargo
Wells Fargo
California
-$3.26M
4
SIC
Salem Investment Counselors
North Carolina
-$2.67M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.91M
Name Holding Trade Value Shares
Change 		Change in
Stake
ECM
26
ETrade Capital Management
Virginia
$5.86M -$108K -5,840 -2%
Ameriprise
27
Ameriprise
Minnesota
$4.12M -$214K -11,510 -5%
CCA
28
Clearwater Capital Advisors
Illinois
$3.93M -$73.6K -3,965 -2%
IWMPD
29
Integrated Wealth Management (Palm Desert)
California
$3.87M +$318K +17,150 +9%
LIM
30
Leavell Investment Management
Alabama
$3.84M +$1.91M +102,815 +105%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$3.78M -$205K -11,065 -5%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$3.73M +$168K +9,060 +5%
OC
33
Oarsman Capital
Wisconsin
$3.54M +$1.11M +59,710 +48%
M&T Bank
34
M&T Bank
New York
$3.42M -$320K -17,220 -9%
DADC
35
D.A. Davidson & Co
Montana
$3.41M +$86.5K +4,660 +3%
DWM
36
Darwin Wealth Management
Florida
$3.22M +$608K +32,755 +24%
Jane Street
37
Jane Street
New York
$3.04M +$2.94M +158,620 New
JWM
38
Jackson Wealth Management
Florida
$2.67M +$2.59M +139,570 New
IFS
39
Ifrah Financial Services
Arkansas
$2.66M -$78.3K -4,220 -3%
RA
40
RFG Advisory
Alabama
$2.58M -$6.34M -341,690 -72%
Comerica Bank
41
Comerica Bank
Texas
$2.39M – – –
CCA
42
Checchi Capital Advisers
California
$2.36M -$24.8K -1,335 -1%
William Blair & Company
43
William Blair & Company
Illinois
$2.29M – – –
TRCT
44
Tower Research Capital (TRC)
New York
$2.1M +$2.04M +109,795 New
CS
45
Credit Suisse
Switzerland
$1.96M +$838K +45,130 +79%
SI
46
Stephens Inc
Arkansas
$1.94M -$4.92K -265 -0.3%
PAG
47
Private Advisor Group
New Jersey
$1.66M +$316K +17,035 +24%
ONB
48
Old National Bancorp
Indiana
$1.55M -$1.08M -58,010 -42%
Macquarie Group
49
Macquarie Group
Australia
$1.45M +$1.01M +54,600 +257%
Goldman Sachs
50
Goldman Sachs
New York
$1.44M +$8.63K +465 +0.6%
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MGK Hedge Fund Activity: Q1 2017 in Review

145 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mega Cap Growth ETF (MGK) for Q1 2017, worth a combined $1.25B — up 14% from $1.1B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new MGK positions and 12 closed out — a net gain of 8 holders — while 46 added to existing stakes and 42 trimmed.

The largest buyer was PNC Financial Services Group, adding an estimated $21.3M. The largest seller was RFG Advisory, cutting an estimated $6.34M.

  • 145 institutional investors held Vanguard Mega Cap Growth ETF (MGK) as of Q1 2017, up from 138 in Q4 2016.
  • Funds reported $1.25B of Vanguard Mega Cap Growth ETF stock for Q1 2017, up 14% quarter-over-quarter.
  • 20 funds opened new Vanguard Mega Cap Growth ETF positions in Q1 2017 and 12 closed out, a net change of +8 holders.
  • The largest Vanguard Mega Cap Growth ETF buyer in Q1 2017 was PNC Financial Services Group, an estimated $21.3M added.
  • The largest Vanguard Mega Cap Growth ETF seller in Q1 2017 was RFG Advisory, an estimated $6.34M sold.

Based on aggregated 13F filings for Q1 2017.