Vanguard Morningstar Mega Cap Growth ETF
130 hedge funds and large institutions have $1.07B invested in Vanguard Morningstar Mega Cap Growth ETF in 2016 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 45 increasing their positions, 33 reducing their positions, and 6 closing their positions.
133% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 6
36% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 33
12% more capital invested
Capital invested by funds: $959M → $1.07B (+$112M)
6.88% more ownership
Funds ownership: 227.74% → 234.62% (+6.9%)
6% more funds holding
Funds holding: 123 → 130 (+7)
0% more funds holding in top 10
Funds holding in top 10: 10 → 10 (0)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $507K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$41.9M |
| 2 |
Creative Planning
Overland Park,
Kansas
|
+$12.4M |
| 3 |
RA
RFG Advisory
Birmingham,
Alabama
|
+$8.29M |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$6.87M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$5.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$13M |
| 2 |
VWM
Venturi Wealth Management
Austin,
Texas
|
-$9.08M |
| 3 |
Morgan Stanley
New York
|
-$2.51M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$2.24M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2.09M |
MGK Hedge Fund Activity: Q3 2016 in Review
130 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mega Cap Growth ETF (MGK) for Q3 2016, worth a combined $1.07B — up 12% from $959M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new MGK positions and 6 closed out — a net gain of 8 holders — while 45 added to existing stakes and 33 trimmed.
The largest buyer was AssetMark Inc, adding an estimated $41.9M. The largest seller was Bank of America, cutting an estimated $13M.
- 130 institutional investors held Vanguard Morningstar Mega Cap Growth ETF (MGK) as of Q3 2016, up from 123 in Q2 2016.
- Funds reported $1.07B of Vanguard Morningstar Mega Cap Growth ETF stock for Q3 2016, up 12% quarter-over-quarter.
- 14 funds opened new Vanguard Morningstar Mega Cap Growth ETF positions in Q3 2016 and 6 closed out, a net change of +8 holders.
- The largest Vanguard Morningstar Mega Cap Growth ETF buyer in Q3 2016 was AssetMark Inc, an estimated $41.9M added.
- The largest Vanguard Morningstar Mega Cap Growth ETF seller in Q3 2016 was Bank of America, an estimated $13M sold.
Based on aggregated 13F filings for Q3 2016.