Vanguard Morningstar Mega Cap Growth ETF
154 hedge funds and large institutions have $1.4B invested in Vanguard Morningstar Mega Cap Growth ETF in 2017 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 53 increasing their positions, 41 reducing their positions, and 10 closing their positions.
327% more call options, than puts
Call options by funds: $3.16M | Put options by funds: $740K
110% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 10
29% more repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 41
17% more funds holding in top 10
Funds holding in top 10: 12 → 14 (+2)
12% more capital invested
Capital invested by funds: $1.25B → $1.4B (+$144M)
6% more funds holding
Funds holding: 145 → 154 (+9)
4% less ownership
Funds ownership: 236.54% → 232.54% (-4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIG
FundX Investment Group
San Francisco,
California
|
+$25.8M |
| 2 |
AssetMark Inc
Concord,
California
|
+$16.4M |
| 3 |
BFG
Barber Financial Group
Lenexa,
Kansas
|
+$12.4M |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$9.67M |
| 5 |
Morgan Stanley
New York
|
+$7.78M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIA
Allegis Investment Advisors
Idaho Falls,
Idaho
|
-$10.6M |
| 2 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
-$5.17M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$3.32M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$1.96M |
| 5 |
RA
RFG Advisory
Birmingham,
Alabama
|
-$1.74M |
MGK Hedge Fund Activity: Q2 2017 in Review
154 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mega Cap Growth ETF (MGK) for Q2 2017, worth a combined $1.4B — up 12% from $1.25B a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new MGK positions and 10 closed out — a net gain of 11 holders — while 53 added to existing stakes and 41 trimmed.
The largest buyer was FundX Investment Group, opening a new position worth an estimated $25.8M. The largest seller was Allegis Investment Advisors, cutting an estimated $10.6M.
- 154 institutional investors held Vanguard Morningstar Mega Cap Growth ETF (MGK) as of Q2 2017, up from 145 in Q1 2017.
- Funds reported $1.4B of Vanguard Morningstar Mega Cap Growth ETF stock for Q2 2017, up 12% quarter-over-quarter.
- 21 funds opened new Vanguard Morningstar Mega Cap Growth ETF positions in Q2 2017 and 10 closed out, a net change of +11 holders.
- The largest Vanguard Morningstar Mega Cap Growth ETF buyer in Q2 2017 was FundX Investment Group, an estimated $25.8M added.
- The largest Vanguard Morningstar Mega Cap Growth ETF seller in Q2 2017 was Allegis Investment Advisors, an estimated $10.6M sold.
Based on aggregated 13F filings for Q2 2017.