Vanguard Morningstar Mega Cap Value ETF
94 hedge funds and large institutions have $781M invested in Vanguard Morningstar Mega Cap Value ETF in 2016 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 34 increasing their positions, 28 reducing their positions, and 5 closing their positions.
100% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 5
21% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 28
13% more funds holding in top 10
Funds holding in top 10: 8 → 9 (+1)
10% more capital invested
Capital invested by funds: $707M → $781M (+$73.9M)
3% more funds holding
Funds holding: 91 → 94 (+3)
0.98% less ownership
Funds ownership: 53.57% → 52.6% (-0.98%)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $316K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$12.5M |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$9.85M |
| 3 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$8.88M |
| 4 |
Jane Street
New York
|
+$3.84M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$3.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
-$8.07M |
| 2 |
Morgan Stanley
New York
|
-$4.14M |
| 3 |
ONB
Old National Bancorp
Evansville,
Indiana
|
-$931K |
| 4 |
AII
AGF Investments Inc
Toronto,
Ontario, Canada
|
-$544K |
| 5 |
AssetMark Inc
Concord,
California
|
-$457K |
MGV Hedge Fund Activity: Q4 2016 in Review
94 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mega Cap Value ETF (MGV) for Q4 2016, worth a combined $781M — up 10% from $707M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new MGV positions and 5 closed out — a net gain of 5 holders — while 34 added to existing stakes and 28 trimmed.
The largest buyer was Bank of America, adding an estimated $12.5M. The largest seller was HighTower Advisors, cutting an estimated $8.07M.
- 94 institutional investors held Vanguard Morningstar Mega Cap Value ETF (MGV) as of Q4 2016, up from 91 in Q3 2016.
- Funds reported $781M of Vanguard Morningstar Mega Cap Value ETF stock for Q4 2016, up 10% quarter-over-quarter.
- 10 funds opened new Vanguard Morningstar Mega Cap Value ETF positions in Q4 2016 and 5 closed out, a net change of +5 holders.
- The largest Vanguard Morningstar Mega Cap Value ETF buyer in Q4 2016 was Bank of America, an estimated $12.5M added.
- The largest Vanguard Morningstar Mega Cap Value ETF seller in Q4 2016 was HighTower Advisors, an estimated $8.07M sold.
Based on aggregated 13F filings for Q4 2016.