Vanguard Morningstar Mega Cap Growth ETF
190 hedge funds and large institutions have $1.58B invested in Vanguard Morningstar Mega Cap Growth ETF in 2017 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 50 increasing their positions, 57 reducing their positions, and 8 closing their positions.
413% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 8
31% more funds holding in top 10
Funds holding in top 10: 13 → 17 (+4)
21% more call options, than puts
Call options by funds: $323K | Put options by funds: $267K
20% more funds holding
Funds holding: 158 → 190 (+32)
8% more capital invested
Capital invested by funds: $1.46B → $1.58B (+$124M)
1.91% more ownership
Funds ownership: 229.49% → 231.4% (+1.9%)
12% less repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 57
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$11M |
| 2 |
AssetMark Inc
Concord,
California
|
+$9.97M |
| 3 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
+$5.73M |
| 4 |
ADL
Asset Dedication LLC
San Francisco,
California
|
+$4.62M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$2.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIG
FundX Investment Group
San Francisco,
California
|
-$25M |
| 2 |
AIA
Allegis Investment Advisors
Idaho Falls,
Idaho
|
-$17.5M |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$6.54M |
| 4 |
GA
Greytown Advisors
Miami,
Florida
|
-$5.6M |
| 5 |
NPC
National Planning Corporation
El Segundo,
California
|
-$3.54M |
MGK Hedge Fund Activity: Q4 2017 in Review
190 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mega Cap Growth ETF (MGK) for Q4 2017, worth a combined $1.58B — up 8.5% from $1.46B a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new MGK positions and 8 closed out — a net gain of 33 holders — while 50 added to existing stakes and 57 trimmed.
The largest buyer was LPL Financial, adding an estimated $11M. The largest seller was FundX Investment Group, exiting entirely with an estimated $25M sold.
- 190 institutional investors held Vanguard Morningstar Mega Cap Growth ETF (MGK) as of Q4 2017, up from 158 in Q3 2017.
- Funds reported $1.58B of Vanguard Morningstar Mega Cap Growth ETF stock for Q4 2017, up 8.5% quarter-over-quarter.
- 41 funds opened new Vanguard Morningstar Mega Cap Growth ETF positions in Q4 2017 and 8 closed out, a net change of +33 holders.
- The largest Vanguard Morningstar Mega Cap Growth ETF buyer in Q4 2017 was LPL Financial, an estimated $11M added.
- The largest Vanguard Morningstar Mega Cap Growth ETF seller in Q4 2017 was FundX Investment Group, an estimated $25M sold.
Based on aggregated 13F filings for Q4 2017.