Vanguard Morningstar Mega Cap Growth ETF
215 hedge funds and large institutions have $1.86B invested in Vanguard Morningstar Mega Cap Growth ETF in 2018 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 65 increasing their positions, 60 reducing their positions, and 30 closing their positions.
38.7% more ownership
Funds ownership: 226.63% → 265.33% (+39%)
17% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 30
8% more repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 60
1% more funds holding
Funds holding: 213 → 215 (+2)
2% less capital invested
Capital invested by funds: $1.9B → $1.86B (-$32.9M)
11% less funds holding in top 10
Funds holding in top 10: 19 → 17 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$268M |
| 2 |
Goldman Sachs
New York
|
+$37.2M |
| 3 |
AssetMark Inc
Concord,
California
|
+$31.7M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$10.3M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$8.96M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CL
Cabana LLC
Fayetteville,
Arkansas
|
-$33.8M |
| 2 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
-$31.8M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$10.6M |
| 4 |
FIG
FundX Investment Group
San Francisco,
California
|
-$9.02M |
| 5 |
Morgan Stanley
New York
|
-$8.56M |
MGK Hedge Fund Activity: Q4 2018 in Review
215 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mega Cap Growth ETF (MGK) for Q4 2018, worth a combined $1.86B — down 1.7% from $1.9B a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new MGK positions and 30 closed out — a net gain of 5 holders — while 65 added to existing stakes and 60 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $268M. The largest seller was Cabana LLC, cutting an estimated $33.8M.
- 215 institutional investors held Vanguard Morningstar Mega Cap Growth ETF (MGK) as of Q4 2018, up from 213 in Q3 2018.
- Funds reported $1.86B of Vanguard Morningstar Mega Cap Growth ETF stock for Q4 2018, down 1.7% quarter-over-quarter.
- 35 funds opened new Vanguard Morningstar Mega Cap Growth ETF positions in Q4 2018 and 30 closed out, a net change of +5 holders.
- The largest Vanguard Morningstar Mega Cap Growth ETF buyer in Q4 2018 was Envestnet Asset Management, an estimated $268M added.
- The largest Vanguard Morningstar Mega Cap Growth ETF seller in Q4 2018 was Cabana LLC, an estimated $33.8M sold.
Based on aggregated 13F filings for Q4 2018.