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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
Morgan Stanley
1
Morgan Stanley
New York
$83.8M -$3.84M -266,090 -4%
Bank of America
2
Bank of America
North Carolina
$82.5M -$7.48M -517,715 -8%
LNC
3
Lincoln National Corp
Pennsylvania
$24.7M +$1.45M +100,090 +6%
U
4
UBS
Switzerland
$18.9M -$12.7M -878,265 -40%
HighTower Advisors
5
HighTower Advisors
Illinois
$17.9M +$2.91M +201,135 +19%
BCI
6
Brinker Capital Investments
Pennsylvania
$12.9M +$218K +15,090 +2%
MAA
7
Managed Account Advisors
New Jersey
$11.5M -$2.57M -178,160 -18%
TAIM
8
TD Ameritrade Investment Management
Nebraska
$11.2M -$185K -12,800 -2%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$10M +$8.96K +620 +0.1%
FIMS
10
FBL Investment Management Services
Iowa
$8.58M – – –
LPL Financial
11
LPL Financial
California
$8.41M -$1.13M -77,955 -12%
RJA
12
Raymond James & Associates
Florida
$7.69M -$1.57M -108,435 -17%
FIG
13
FundX Investment Group
California
$6.8M +$6.78M +469,500 New
AWM
14
Avior Wealth Management
Nebraska
$6.49M +$144K +9,945 +2%
Wells Fargo
15
Wells Fargo
California
$5.38M +$1.27M +87,720 +31%
ECM
16
ETrade Capital Management
Virginia
$4.97M +$336K +23,290 +7%
AC
17
Alexandria Capital
Virginia
$4.81M +$642K +44,430 +15%
SCM
18
SOL Capital Management
Maryland
$4.63M +$196K +13,550 +4%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$4.43M -$127K -8,760 -3%
Ameriprise
20
Ameriprise
Minnesota
$4.34M +$1.68M +116,340 +63%
Goldman Sachs
21
Goldman Sachs
New York
$2.8M -$3.25M -224,635 -54%
IFS
22
Ifrah Financial Services
Arkansas
$2.63M -$73.2K -5,070 -3%
CCA
23
Checchi Capital Advisers
California
$2.5M +$238K +16,495 +11%
SIC
24
Salem Investment Counselors
North Carolina
$2.34M +$935K +64,725 +67%
OC
25
Oarsman Capital
Wisconsin
$2.14M +$24.1K +1,670 +1%
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.