Vanguard Morningstar Mega Cap Value ETF
120 hedge funds and large institutions have $1.08B invested in Vanguard Morningstar Mega Cap Value ETF in 2017 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 43 increasing their positions, 31 reducing their positions, and 8 closing their positions.
263% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 8
44% more funds holding in top 10
Funds holding in top 10: 9 → 13 (+4)
39% more repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 31
21% more funds holding
Funds holding: 99 → 120 (+21)
12% more capital invested
Capital invested by funds: $966M → $1.08B (+$116M)
1.23% more ownership
Funds ownership: 54.7% → 55.94% (+1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$11.1M |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$6.7M |
| 3 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
+$4.28M |
| 4 |
NCMW
Northern Capital Management (Wisconsin)
Madison,
Wisconsin
|
+$3.08M |
| 5 |
Jane Street
New York
|
+$2.33M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GA
Greytown Advisors
Miami,
Florida
|
-$3.31M |
| 2 |
HSBC Holdings
London,
United Kingdom
|
-$1.79M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$1.72M |
| 4 |
Morgan Stanley
New York
|
-$1.32M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$1.28M |
MGV Hedge Fund Activity: Q4 2017 in Review
120 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mega Cap Value ETF (MGV) for Q4 2017, worth a combined $1.08B — up 12% from $966M a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new MGV positions and 8 closed out — a net gain of 21 holders — while 43 added to existing stakes and 31 trimmed.
The largest buyer was AssetMark Inc, adding an estimated $11.1M. The largest seller was Greytown Advisors, cutting an estimated $3.31M.
- 120 institutional investors held Vanguard Morningstar Mega Cap Value ETF (MGV) as of Q4 2017, up from 99 in Q3 2017.
- Funds reported $1.08B of Vanguard Morningstar Mega Cap Value ETF stock for Q4 2017, up 12% quarter-over-quarter.
- 29 funds opened new Vanguard Morningstar Mega Cap Value ETF positions in Q4 2017 and 8 closed out, a net change of +21 holders.
- The largest Vanguard Morningstar Mega Cap Value ETF buyer in Q4 2017 was AssetMark Inc, an estimated $11.1M added.
- The largest Vanguard Morningstar Mega Cap Value ETF seller in Q4 2017 was Greytown Advisors, an estimated $3.31M sold.
Based on aggregated 13F filings for Q4 2017.