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Vanguard Mega Cap Growth ETF
85 hedge funds and large institutions have $517M invested in Vanguard Mega Cap Growth ETF in 2014 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 31 increasing their positions, 22 reducing their positions, and 2 closing their positions.
New
Increased
Maintained
Reduced
Closed
700% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 2
50% more funds holding in top 10
Funds holding in top 10: 4 → 6 (+2)
41% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 22
18% more funds holding
Funds holding: 72 → 85 (+13)
18% more capital invested
Capital invested by funds: $439M → $517M (+$78.7M)
11.06% more ownership
Funds ownership: 159.54% → 170.6% (+11%)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $288K
Holders
85
Holders Change
+13
Holders Change %
+18.06%
% of All Funds
2.47%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.17%
New
16
Increased
31
Reduced
22
Closed
2
Calls
–
Puts
$288K
Net Calls
-$288K
Net Calls Change
-$81K
Top Buyers
| 1 |
FIG
FundX Investment Group
San Francisco,
California
|
+$36M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$20.3M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$4.13M |
| 4 |
M&T Bank
Buffalo,
New York
|
+$3.07M |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$2.2M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SFSIG
76
San Francisco Sentry Investment Group
San Francisco,
California
| $36K | – | – | – |
|
|
NES
77
New England Securities
New York
| $33K | -$3.88K | -250 | -11% |
|
78
Legal & General Group
London,
United Kingdom
| $19K | +$19.2K | +1,235 | New |
|
|
MFS
79
MSI Financial Services
Springfield,
Massachusetts
| $16K | -$26.7K | -1,715 | -63% |
|
80
Citigroup
New York
| $16K | – | – | – |
|
|
DSC
81
Duncker Streett & Co
St. Louis,
Missouri
| $16K | +$15.5K | +1,000 | New |
|
|
FNBT
82
FineMark National Bank & Trust
Fort Myers,
Florida
| $8K | – | – | – |
|
|
BRWM
83
B. Riley Wealth Management
Memphis,
Tennessee
| $7K | – | – | – |
|
84
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| $4K | +$3.88K | +250 | New |
|
|
OIA
85
Optimum Investment Advisors
Chicago,
Illinois
| $1K | – | – | – |
|
|
BRWA
86
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$154K | -10,000 | Closed |
|
|
BOK
87
Bank of Kentucky
Crestview Hills,,
Kentucky
| – | -$108K | -7,020 | Closed |
|