Vanguard Morningstar Mega Cap Growth ETF
272 hedge funds and large institutions have $2.44B invested in Vanguard Morningstar Mega Cap Growth ETF in 2020 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 85 increasing their positions, 88 reducing their positions, and 30 closing their positions.
33% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 30
3% more funds holding
Funds holding: 264 → 272 (+8)
0% more funds holding in top 10
Funds holding in top 10: 30 → 30 (0)
3% less repeat investments, than reductions
Existing positions increased: 85 | Existing positions reduced: 88
11% less capital invested
Capital invested by funds: $2.73B → $2.44B (-$288M)
21.77% less ownership
Funds ownership: 265.56% → 243.79% (-22%)
65% less call options, than puts
Call options by funds: $1.1M | Put options by funds: $3.13M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CC
Cassaday & Co
Mclean,
Virginia
|
+$169M |
| 2 |
AssetMark Inc
Concord,
California
|
+$28.3M |
| 3 |
Morgan Stanley
New York
|
+$27.2M |
| 4 |
AIA
Angeles Investment Advisors
Santa Monica,
California
|
+$23.6M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$17.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CL
Cabana LLC
Fayetteville,
Arkansas
|
-$82.9M |
| 2 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
-$70.8M |
| 3 |
SF
Synovus Financial
Columbus,
Georgia
|
-$51.1M |
| 4 |
HCM
Howard Capital Management
Roswell,
Georgia
|
-$25.3M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$23.2M |
MGK Hedge Fund Activity: Q1 2020 in Review
272 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mega Cap Growth ETF (MGK) for Q1 2020, worth a combined $2.44B — down 11% from $2.73B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new MGK positions and 30 closed out — a net gain of 10 holders — while 85 added to existing stakes and 88 trimmed.
The largest buyer was Cassaday & Co, adding an estimated $169M. The largest seller was Cabana LLC, exiting entirely with an estimated $82.9M sold.
- 272 institutional investors held Vanguard Morningstar Mega Cap Growth ETF (MGK) as of Q1 2020, up from 264 in Q4 2019.
- Funds reported $2.44B of Vanguard Morningstar Mega Cap Growth ETF stock for Q1 2020, down 11% quarter-over-quarter.
- 40 funds opened new Vanguard Morningstar Mega Cap Growth ETF positions in Q1 2020 and 30 closed out, a net change of +10 holders.
- The largest Vanguard Morningstar Mega Cap Growth ETF buyer in Q1 2020 was Cassaday & Co, an estimated $169M added.
- The largest Vanguard Morningstar Mega Cap Growth ETF seller in Q1 2020 was Cabana LLC, an estimated $82.9M sold.
Based on aggregated 13F filings for Q1 2020.