Vanguard Morningstar Mega Cap Growth ETF
104 hedge funds and large institutions have $685M invested in Vanguard Morningstar 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.
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 (+$168M)
22% more funds holding
Funds holding: 85 → 104 (+19)
21.83% more ownership
Funds ownership: 170.6% → 192.43% (+22%)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
56% less call options, than puts
Call options by funds: $228K | Put options by funds: $520K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$104M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$6.34M |
| 3 |
LPL Financial
San Diego,
California
|
+$5.48M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$5.41M |
| 5 |
FIG
FundX Investment Group
San Francisco,
California
|
+$4.96M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$2.55M |
| 2 |
Goldman Sachs
New York
|
-$2.46M |
| 3 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$2.26M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$2.21M |
| 5 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
-$2.13M |
MGK Hedge Fund Activity: Q4 2014 in Review
104 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mega Cap Growth ETF (MGK) for Q4 2014, worth a combined $685M — up 32% from $517M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new MGK positions and 5 closed out — a net gain of 21 holders — while 38 added to existing stakes and 24 trimmed.
The largest buyer was PNC Financial Services Group, adding an estimated $104M. The largest seller was Morgan Stanley, cutting an estimated $2.55M.
- 104 institutional investors held Vanguard Morningstar Mega Cap Growth ETF (MGK) as of Q4 2014, up from 85 in Q3 2014.
- Funds reported $685M of Vanguard Morningstar Mega Cap Growth ETF stock for Q4 2014, up 32% quarter-over-quarter.
- 26 funds opened new Vanguard Morningstar Mega Cap Growth ETF positions in Q4 2014 and 5 closed out, a net change of +21 holders.
- The largest Vanguard Morningstar Mega Cap Growth ETF buyer in Q4 2014 was PNC Financial Services Group, an estimated $104M added.
- The largest Vanguard Morningstar Mega Cap Growth ETF seller in Q4 2014 was Morgan Stanley, an estimated $2.55M sold.
Based on aggregated 13F filings for Q4 2014.