VanEck Morningstar Wide Moat ETF
MOAT
225 hedge funds and large institutions have $1.38B invested in VanEck Morningstar Wide Moat ETF in 2019 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 101 increasing their positions, 34 reducing their positions, and 12 closing their positions.
417% more first-time investments, than exits
New positions opened: 62 | Existing positions closed: 12
197% more repeat investments, than reductions
Existing positions increased: 101 | Existing positions reduced: 34
58% more funds holding in top 10
Funds holding in top 10: 12 → 19 (+7)
38% more capital invested
Capital invested by funds: $999M → $1.38B (+$381M)
26% more funds holding
Funds holding: 178 → 225 (+47)
2.41% more ownership
Funds ownership: 39.9% → 42.31% (+2.4%)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $237K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIG
FundX Investment Group
San Francisco,
California
|
+$46.8M |
| 2 |
MCM
Mainstay Capital Management
Grand Blanc,
Michigan
|
+$45.9M |
| 3 |
LPL Financial
San Diego,
California
|
+$29.4M |
| 4 |
Morgan Stanley
New York
|
+$21.4M |
| 5 |
TC
Trilogy Capital
Irvine,
California
|
+$13.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$20.7M |
| 2 |
SWA
SFMG Wealth Advisors
Plano,
Texas
|
-$11.7M |
| 3 |
CFG
CMC Financial Group
Atlanta,
Georgia
|
-$10.5M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2.39M |
| 5 |
FDCDDQ
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
-$1.77M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CFG
226
CMC Financial Group
Atlanta,
Georgia
| – | -$10.5M | -210,150 | Closed |
|
227
Citadel Advisors
Miami,
Florida
| – | -$830K | -16,555 | Closed |
|
|
I
228
IberiaBank
Lafayette,
Louisiana
| – | -$784K | -15,625 | Closed |
|
|
TSS
229
Two Sigma Securities
New York
| – | -$410K | -8,169 | Closed |
|
|
NFG
230
Next Financial Group
Houston,
Texas
| – | -$379K | -7,558 | Closed |
|
|
ACP
231
Aveo Capital Partners
Englewood,
Colorado
| – | -$261K | -4,915 | Closed |
|
|
GCMG
232
Gyroscope Capital Management Group
Naples,
Florida
| – | -$230K | -4,714 | Closed |
|
|
PAS
233
Park Avenue Securities
New York
| – | -$220K | -4,385 | Closed |
|
|
RCA
234
Rowland Carmichael Advisors
Scottsdale,
Arizona
| – | -$143K | -2,860 | Closed |
|
|
GSWM
235
Golden State Wealth Management
Santa Ana,
California
| – | -$115K | -2,295 | Closed |
|
236
UBS AM
Chicago,
Illinois
| – | -$52.8K | -1,053 | Closed |
|
|
FHA
237
First Horizon Advisors
Memphis,
Tennessee
| – | -$53K | -1,050 | Closed |
|
MOAT Hedge Fund Activity: Q4 2019 in Review
225 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar Wide Moat ETF (MOAT) for Q4 2019, worth a combined $1.38B — up 38% from $999M a quarter earlier.
Buyers outnumbered sellers: 62 funds opened new MOAT positions and 12 closed out — a net gain of 50 holders — while 101 added to existing stakes and 34 trimmed.
The largest buyer was FundX Investment Group, opening a new position worth an estimated $46.8M. The largest seller was Northwestern Mutual Wealth Management, cutting an estimated $20.7M.
- 225 institutional investors held VanEck Morningstar Wide Moat ETF (MOAT) as of Q4 2019, up from 178 in Q3 2019.
- Funds reported $1.38B of VanEck Morningstar Wide Moat ETF stock for Q4 2019, up 38% quarter-over-quarter.
- 62 funds opened new VanEck Morningstar Wide Moat ETF positions in Q4 2019 and 12 closed out, a net change of +50 holders.
- The largest VanEck Morningstar Wide Moat ETF buyer in Q4 2019 was FundX Investment Group, an estimated $46.8M added.
- The largest VanEck Morningstar Wide Moat ETF seller in Q4 2019 was Northwestern Mutual Wealth Management, an estimated $20.7M sold.
Based on aggregated 13F filings for Q4 2019.