Vanguard Morningstar Mega Cap Value ETF
53 hedge funds and large institutions have $242M invested in Vanguard Morningstar Mega Cap Value ETF in 2014 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 18 reducing their positions, and 5 closing their positions.
60% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 5
6% more funds holding
Funds holding: 50 → 53 (+3)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
3% less capital invested
Capital invested by funds: $251M → $242M (-$8.57M)
6% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 18
3.74% less ownership
Funds ownership: 37.66% → 33.92% (-3.7%)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $309K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
+$2.73M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$2.43M |
| 3 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$723K |
| 4 |
AC
Alexandria Capital
Arlington,
Virginia
|
+$527K |
| 5 |
RT
Reliance Trust
Atlanta,
Georgia
|
+$335K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
U
UBS
Zurich,
Switzerland
|
-$6.69M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$6.03M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$3.34M |
| 4 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
-$1.54M |
| 5 |
Morgan Stanley
New York
|
-$957K |
MGV Hedge Fund Activity: Q1 2014 in Review
53 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mega Cap Value ETF (MGV) for Q1 2014, worth a combined $242M — down 3.4% from $251M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new MGV positions and 5 closed out — a net gain of 3 holders — while 17 added to existing stakes and 18 trimmed.
The largest buyer was Lincoln National Corp, adding an estimated $2.73M. The largest seller was UBS, cutting an estimated $6.69M.
- 53 institutional investors held Vanguard Morningstar Mega Cap Value ETF (MGV) as of Q1 2014, up from 50 in Q4 2013.
- Funds reported $242M of Vanguard Morningstar Mega Cap Value ETF stock for Q1 2014, down 3.4% quarter-over-quarter.
- 8 funds opened new Vanguard Morningstar Mega Cap Value ETF positions in Q1 2014 and 5 closed out, a net change of +3 holders.
- The largest Vanguard Morningstar Mega Cap Value ETF buyer in Q1 2014 was Lincoln National Corp, an estimated $2.73M added.
- The largest Vanguard Morningstar Mega Cap Value ETF seller in Q1 2014 was UBS, an estimated $6.69M sold.
Based on aggregated 13F filings for Q1 2014.