VanEck Morningstar Wide Moat ETF
MOAT
32 hedge funds and large institutions have $113M invested in VanEck Morningstar Wide Moat ETF in 2013 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 14 increasing their positions, 3 reducing their positions, and 2 closing their positions.
500% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 2
367% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 3
70% more capital invested
Capital invested by funds: $66.2M → $113M (+$46.4M)
45% more funds holding
Funds holding: 22 → 32 (+10)
3.29% more ownership
Funds ownership: 27.92% → 31.22% (+3.3%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$2.69M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$950K |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$579K |
| 4 |
Invesco
Atlanta,
Georgia
|
-$102K |
| 5 |
U
UBS
Zurich,
Switzerland
|
-$26.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Creative Planning
Overland Park,
Kansas
| $65K | +$49.4K | +1,887 | +377% |
|
27
Wells Fargo
San Francisco,
California
| $50K | +$48.3K | +1,848 | New |
|
|
AIG
28
American International Group
New York
| $47.6K | – | – | – |
|
29
Nomura Holdings
Tokyo,
Japan
| $27K | +$26.2K | +1,000 | New |
|
30
Fifth Third Bancorp
Cincinnati,
Ohio
| $12K | +$12K | +457 | New |
|
|
31
Invesco
Atlanta,
Georgia
| $5K | -$102K | -3,900 | -95% |
|
|
CTC
32
Central Trust Company
Jefferson City,
Missouri
| $3K | – | – | – |
|
|
33
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$950K | -38,870 | Closed |
|
|
RJFSA
34
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| – | -$579K | -23,720 | Closed |
|
MOAT Hedge Fund Activity: Q3 2013 in Review
32 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar Wide Moat ETF (MOAT) for Q3 2013, worth a combined $113M — up 70% from $66.2M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new MOAT positions and 2 closed out — a net gain of 10 holders — while 14 added to existing stakes and 3 trimmed.
The largest buyer was Morningstar Investment Services, opening a new position worth an estimated $17.3M. The largest seller was Morgan Stanley, cutting an estimated $2.69M.
- 32 institutional investors held VanEck Morningstar Wide Moat ETF (MOAT) as of Q3 2013, up from 22 in Q2 2013.
- Funds reported $113M of VanEck Morningstar Wide Moat ETF stock for Q3 2013, up 70% quarter-over-quarter.
- 12 funds opened new VanEck Morningstar Wide Moat ETF positions in Q3 2013 and 2 closed out, a net change of +10 holders.
- The largest VanEck Morningstar Wide Moat ETF buyer in Q3 2013 was Morningstar Investment Services, an estimated $17.3M added.
- The largest VanEck Morningstar Wide Moat ETF seller in Q3 2013 was Morgan Stanley, an estimated $2.69M sold.
Based on aggregated 13F filings for Q3 2013.