Vanguard Morningstar Mega Cap Growth ETF
85 hedge funds and large institutions have $517M invested in Vanguard Morningstar 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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 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
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
-$3.57M |
| 2 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
-$2.11M |
| 3 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$1.56M |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
-$699K |
| 5 |
ECM
ETrade Capital Management
Arlington,
Virginia
|
-$647K |
MGK Hedge Fund Activity: Q3 2014 in Review
85 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mega Cap Growth ETF (MGK) for Q3 2014, worth a combined $517M — up 18% from $439M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new MGK positions and 2 closed out — a net gain of 14 holders — while 31 added to existing stakes and 22 trimmed.
The largest buyer was FundX Investment Group, opening a new position worth an estimated $36M. The largest seller was HighTower Advisors, cutting an estimated $3.57M.
- 85 institutional investors held Vanguard Morningstar Mega Cap Growth ETF (MGK) as of Q3 2014, up from 72 in Q2 2014.
- Funds reported $517M of Vanguard Morningstar Mega Cap Growth ETF stock for Q3 2014, up 18% quarter-over-quarter.
- 16 funds opened new Vanguard Morningstar Mega Cap Growth ETF positions in Q3 2014 and 2 closed out, a net change of +14 holders.
- The largest Vanguard Morningstar Mega Cap Growth ETF buyer in Q3 2014 was FundX Investment Group, an estimated $36M added.
- The largest Vanguard Morningstar Mega Cap Growth ETF seller in Q3 2014 was HighTower Advisors, an estimated $3.57M sold.
Based on aggregated 13F filings for Q3 2014.