Vanguard Mega Cap Growth ETF
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.
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
Top Buyers
Top Sellers
| 1 |
U
UBS
Zurich,
Switzerland
|
-$12.7M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$7.48M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$5.98M |
| 4 |
Morgan Stanley
New York
|
-$3.84M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
-$3.4M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EWM
76
Elite Wealth Management
Kirkland,
Washington
| – | -$145K | -10,000 | Closed |
|
77
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$56K | -3,880 | Closed |
|
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.