Vanguard Morningstar Mega Cap Value ETF
98 hedge funds and large institutions have $859M invested in Vanguard Morningstar Mega Cap Value ETF in 2017 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 35 increasing their positions, 32 reducing their positions, and 6 closing their positions.
83% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 6
22% more funds holding in top 10
Funds holding in top 10: 9 → 11 (+2)
10% more capital invested
Capital invested by funds: $781M → $859M (+$77.4M)
4% more funds holding
Funds holding: 94 → 98 (+4)
1.14% more ownership
Funds ownership: 52.6% → 53.73% (+1.1%)
9% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 32
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$24.2M |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$17.2M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$6.86M |
| 4 |
Morgan Stanley
New York
|
+$4.54M |
| 5 |
LPL Financial
San Diego,
California
|
+$3.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$4.56M |
| 2 |
Jane Street
New York
|
-$1.71M |
| 3 |
GA
Greytown Advisors
Miami,
Florida
|
-$752K |
| 4 |
SC
Savant Capital
Rockford,
Illinois
|
-$661K |
| 5 |
CA
Capital Advantage
Walnut Creek,
California
|
-$394K |
MGV Hedge Fund Activity: Q1 2017 in Review
98 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mega Cap Value ETF (MGV) for Q1 2017, worth a combined $859M — up 9.9% from $781M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new MGV positions and 6 closed out — a net gain of 5 holders — while 35 added to existing stakes and 32 trimmed.
The largest buyer was AssetMark Inc, adding an estimated $24.2M. The largest seller was Bank of America, cutting an estimated $4.56M.
- 98 institutional investors held Vanguard Morningstar Mega Cap Value ETF (MGV) as of Q1 2017, up from 94 in Q4 2016.
- Funds reported $859M of Vanguard Morningstar Mega Cap Value ETF stock for Q1 2017, up 9.9% quarter-over-quarter.
- 11 funds opened new Vanguard Morningstar Mega Cap Value ETF positions in Q1 2017 and 6 closed out, a net change of +5 holders.
- The largest Vanguard Morningstar Mega Cap Value ETF buyer in Q1 2017 was AssetMark Inc, an estimated $24.2M added.
- The largest Vanguard Morningstar Mega Cap Value ETF seller in Q1 2017 was Bank of America, an estimated $4.56M sold.
Based on aggregated 13F filings for Q1 2017.