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Vanguard Mega Cap Growth ETF

104 hedge funds and large institutions have $685M invested in Vanguard Mega Cap Growth ETF in 2014 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 38 increasing their positions, 24 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

420% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 5

58% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 24

32% more capital invested

Capital invested by funds: $517M → $685M (+$167M)

22% more funds holding

Funds holding: 85104 (+19)

21.83% more ownership

Funds ownership: 170.6%192.43% (+22%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

56% less call options, than puts

Call options by funds: $228K | Put options by funds: $520K

Holders
104
Holders Change
+19
Holders Change %
+22.35%
% of All Funds
2.77%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
26
Increased
38
Reduced
24
Closed
5
Calls
$228K
Puts
$520K
Net Calls
-$292K
Net Calls Change
-$4K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$112M +$6.34M +399,015 +6%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$106M +$104M +6,535,630 +81,238%
Morgan Stanley
3
Morgan Stanley
New York
$90.6M -$2.55M -160,415 -3%
UBS Group
4
UBS Group
Switzerland
$46.8M +$45.8M +2,878,710 New
FIG
5
FundX Investment Group
California
$42.7M +$4.96M +311,685 +13%
SF
6
Synovus Financial
Georgia
$40.7M +$732K +46,055 +2%
LNC
7
Lincoln National Corp
Pennsylvania
$30.6M +$1.41M +88,925 +5%
HighTower Advisors
8
HighTower Advisors
Illinois
$24M +$5.41M +340,475 +30%
LPL Financial
9
LPL Financial
California
$16.8M +$5.48M +344,500 +50%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$12M +$651K +40,930 +6%
TAIM
11
TD Ameritrade Investment Management
Nebraska
$11.2M -$93.3K -5,865 -0.8%
Wells Fargo
12
Wells Fargo
California
$11.1M +$1.75M +110,230 +19%
BCI
13
Brinker Capital Investments
Pennsylvania
$10.4M -$2.26M -142,200 -18%
MAA
14
Managed Account Advisors
New Jersey
$9.85M -$1.64M -103,430 -15%
AWM
15
Avior Wealth Management
Nebraska
$8.28M +$281K +17,680 +4%
RJA
16
Raymond James & Associates
Florida
$7.98M -$432K -27,150 -5%
AC
17
Alexandria Capital
Virginia
$7.03M +$344K +21,655 +5%
ECM
18
ETrade Capital Management
Virginia
$5.44M +$279K +17,545 +6%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$5.16M -$394K -24,805 -7%
SCM
20
SOL Capital Management
Maryland
$5.12M +$18.3K +1,150 +0.4%
Ameriprise
21
Ameriprise
Minnesota
$5M +$207K +13,000 +4%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$4.86M +$3.12M +196,030 +190%
SG Americas Securities
23
SG Americas Securities
New York
$4.78M +$2.09M +131,300 +81%
EPP
24
ETF Portfolio Partners
Kansas
$4.74M +$4.64M +291,645 New
Comerica Bank
25
Comerica Bank
Texas
$4.23M +$2.18M +136,800 +111%