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Vanguard Mega Cap Growth ETF
MGK

190 hedge funds and large institutions have $1.58B invested in Vanguard Mega Cap Growth ETF in 2017 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 51 increasing their positions, 56 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

413% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 8

31% more funds holding in top 10

Funds holding in top 10: 13 → 17 (+4)

21% more call options, than puts

Call options by funds: $323K | Put options by funds: $267K

20% more funds holding

Funds holding: 158 → 190 (+32)

8% more capital invested

Capital invested by funds: $1.46B → $1.58B (+$121M)

2% more ownership

Funds ownership: 229.41% → 231.4% (+2%)

9% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 56

Holders
190
Holders Change
+32
Holders Change %
+20.25%
% of All Funds
4.31%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.39%
New
41
Increased
51
Reduced
56
Closed
8
Calls
$323K
Puts
$267K
Net Calls
+$56K
Net Calls Change
-$855K

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$11M
2
AssetMark Inc
AssetMark Inc
California
+$9.97M
3
LNC
Lincoln National Corp
Pennsylvania
+$5.73M
4
ADL
Asset Dedication LLC
California
+$4.62M
5
Wells Fargo
Wells Fargo
California
+$2.9M

Top Sellers

Rank Fund Capital Flow
1
FIG
FundX Investment Group
California
-$25M
2
AIA
Allegis Investment Advisors
Idaho
-$17.5M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$6.54M
4
GA
Greytown Advisors
Florida
-$5.6M
5
NPC
National Planning Corporation
California
-$3.54M
Name Holding Trade Value Shares
Change 		Change in
Stake
Susquehanna International Group
51
Susquehanna International Group
Pennsylvania
$2.58M +$961K +44,120 +61%
SI
52
Stephens Inc
Arkansas
$2.5M +$5.23K +240 +0.2%
Comerica Bank
53
Comerica Bank
Texas
$2.43M – – –
EWM
54
Evercore Wealth Management
New York
$2.13M +$2.08M +95,465 New
FIM
55
Fernwood Investment Management
Massachusetts
$2.08M +$14K +645 +0.7%
Baird Financial Group
56
Baird Financial Group
Wisconsin
$2.05M +$131K +6,030 +7%
JP Morgan Chase
57
JP Morgan Chase
New York
$2.02M +$877K +40,280 +80%
RA
58
RFG Advisory
Alabama
$1.98M +$357K +16,400 +23%
Cambridge Investment Research Advisors
59
Cambridge Investment Research Advisors
Iowa
$1.93M -$1.31M -60,095 -41%
ONB
60
Old National Bancorp
Indiana
$1.92M -$25K -1,150 -1%
Northern Trust
61
Northern Trust
Illinois
$1.77M +$54.1K +2,485 +3%
AG
62
Advisor Group
Arizona
$1.77M +$93.1K +4,275 +6%
Goldman Sachs
63
Goldman Sachs
New York
$1.74M +$24.7K +1,135 +1%
IA
64
IFP Advisors
Florida
$1.66M +$49K +2,250 +3%
AWM
65
AE Wealth Management
Kansas
$1.51M +$143K +6,550 +11%
PFA
66
Pathway Financial Advisors
Vermont
$1.38M +$1.35M +61,800 New
VFA
67
Voya Financial Advisors
Connecticut
$1.37M +$142K +6,520 +12%
NWP
68
Northstar Wealth Partners
Connecticut
$1.37M +$151K +6,920 +13%
SIAS
69
Shine Investment Advisory Services
Colorado
$1.29M +$2.07K +95 +0.2%
RFM
70
Royal Fund Management
Florida
$1.28M +$64.9K +2,980 +5%
Jane Street
71
Jane Street
New York
$1.17M -$1.68M -77,005 -60%
PAG
72
Private Advisor Group
New Jersey
$1.07M -$866K -39,770 -46%
BP
73
Ballentine Partners
Massachusetts
$1.05M – – –
CF
74
Centaurus Financial
California
$1.04M +$1.01M +46,605 New
Manulife (Manufacturers Life Insurance)
75
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.03M +$64.1K +2,945 +7%
1 2
3
4 5

MGK Hedge Fund Activity: Q4 2017 in Review

190 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mega Cap Growth ETF (MGK) for Q4 2017, worth a combined $1.58B — up 8.3% from $1.46B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new MGK positions and 8 closed out — a net gain of 33 holders — while 51 added to existing stakes and 56 trimmed.

The largest buyer was LPL Financial, adding an estimated $11M. The largest seller was FundX Investment Group, exiting entirely with an estimated $25M sold.

  • 190 institutional investors held Vanguard Mega Cap Growth ETF (MGK) as of Q4 2017, up from 158 in Q3 2017.
  • Funds reported $1.58B of Vanguard Mega Cap Growth ETF stock for Q4 2017, up 8.3% quarter-over-quarter.
  • 41 funds opened new Vanguard Mega Cap Growth ETF positions in Q4 2017 and 8 closed out, a net change of +33 holders.
  • The largest Vanguard Mega Cap Growth ETF buyer in Q4 2017 was LPL Financial, an estimated $11M added.
  • The largest Vanguard Mega Cap Growth ETF seller in Q4 2017 was FundX Investment Group, an estimated $25M sold.

Based on aggregated 13F filings for Q4 2017.