Vanguard Morningstar Mega Cap Value ETF
143 hedge funds and large institutions have $1.4B invested in Vanguard Morningstar Mega Cap Value ETF in 2018 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 59 increasing their positions, 34 reducing their positions, and 20 closing their positions.
74% more repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 34
40% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 20
15% more funds holding in top 10
Funds holding in top 10: 13 → 15 (+2)
11.2% more ownership
Funds ownership: 58.11% → 69.32% (+11%)
9% more capital invested
Capital invested by funds: $1.29B → $1.4B (+$119M)
6% more funds holding
Funds holding: 135 → 143 (+8)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$208M |
| 2 |
AssetMark Inc
Concord,
California
|
+$28.7M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$10M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$9.02M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$5.67M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$5.42M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$1.76M |
| 3 |
MGIA
Matthew Goff Investment Advisor
Houston,
Texas
|
-$1.63M |
| 4 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$1.32M |
| 5 |
CCA
Checchi Capital Advisers
Beverly Hills,
California
|
-$773K |
MGV Hedge Fund Activity: Q4 2018 in Review
143 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mega Cap Value ETF (MGV) for Q4 2018, worth a combined $1.4B — up 9.3% from $1.29B a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new MGV positions and 20 closed out — a net gain of 8 holders — while 59 added to existing stakes and 34 trimmed.
The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $208M. The largest seller was Jane Street, exiting entirely with an estimated $5.42M sold.
- 143 institutional investors held Vanguard Morningstar Mega Cap Value ETF (MGV) as of Q4 2018, up from 135 in Q3 2018.
- Funds reported $1.4B of Vanguard Morningstar Mega Cap Value ETF stock for Q4 2018, up 9.3% quarter-over-quarter.
- 28 funds opened new Vanguard Morningstar Mega Cap Value ETF positions in Q4 2018 and 20 closed out, a net change of +8 holders.
- The largest Vanguard Morningstar Mega Cap Value ETF buyer in Q4 2018 was Envestnet Asset Management, an estimated $208M added.
- The largest Vanguard Morningstar Mega Cap Value ETF seller in Q4 2018 was Jane Street, an estimated $5.42M sold.
Based on aggregated 13F filings for Q4 2018.