Vanguard Morningstar Mega Cap Growth ETF
117 hedge funds and large institutions have $949M invested in Vanguard Morningstar Mega Cap Growth ETF in 2016 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 39 increasing their positions, 35 reducing their positions, and 12 closing their positions.
11% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 35
0.28% more ownership
Funds ownership: 229.3% → 229.58% (+0.28%)
3% less capital invested
Capital invested by funds: $976M → $949M (-$27M)
3% less funds holding
Funds holding: 121 → 117 (-4)
13% less funds holding in top 10
Funds holding in top 10: 15 → 13 (-2)
25% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FWM
Focused Wealth Management
Newburgh,
New York
|
+$13.9M |
| 2 |
AssetMark Inc
Concord,
California
|
+$10.5M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$6.25M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$4.1M |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$3.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIG
FundX Investment Group
San Francisco,
California
|
-$44.9M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$15.2M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
-$4.54M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$3.58M |
| 5 |
JWM
Jackson Wealth Management
Lake Mary,
Florida
|
-$2.82M |
MGK Hedge Fund Activity: Q1 2016 in Review
117 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mega Cap Growth ETF (MGK) for Q1 2016, worth a combined $949M — down 2.8% from $976M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of MGK and 9 opened new positions — a net loss of 3 holders — while 35 trimmed existing stakes and 39 added.
The largest buyer was Focused Wealth Management, adding an estimated $13.9M. The largest seller was FundX Investment Group, exiting entirely with an estimated $44.9M sold.
- 117 institutional investors held Vanguard Morningstar Mega Cap Growth ETF (MGK) as of Q1 2016, down from 121 in Q4 2015.
- Funds reported $949M of Vanguard Morningstar Mega Cap Growth ETF stock for Q1 2016, down 2.8% quarter-over-quarter.
- 9 funds opened new Vanguard Morningstar Mega Cap Growth ETF positions in Q1 2016 and 12 closed out, a net change of -3 holders.
- The largest Vanguard Morningstar Mega Cap Growth ETF buyer in Q1 2016 was Focused Wealth Management, an estimated $13.9M added.
- The largest Vanguard Morningstar Mega Cap Growth ETF seller in Q1 2016 was FundX Investment Group, an estimated $44.9M sold.
Based on aggregated 13F filings for Q1 2016.