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VanEck Morningstar Wide Moat ETF
MOAT

52 hedge funds and large institutions have $200M invested in VanEck Morningstar Wide Moat ETF in 2014 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 30 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 6

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

17% more capital invested

Capital invested by funds: $172M → $200M (+$28.6M)

6% more funds holding

Funds holding: 49 → 52 (+3)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.05% less ownership

Funds ownership: 31.9% → 31.85% (-0.05%)

Holders
52
Holders Change
+3
Holders Change %
+6.12%
% of All Funds
1.5%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
6
Increased
30
Reduced
6
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
U
UBS
Switzerland
+$5.07M
2
Bank of America
Bank of America
North Carolina
+$4.61M
3
JFA
JNBA Financial Advisors
Minnesota
+$2.07M
4
Jane Street
Jane Street
New York
+$1.91M
5
MIS
Morningstar Investment Services
Illinois
+$1.71M

Top Sellers

1
WA
WFG Advisors
Texas
-$538K
2
AWA
Arete Wealth Advisors
Illinois
-$314K
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$278K
4
GLA
Great Lakes Advisors
Illinois
-$32.7K
5
OC
Oppenheimer & Co
New York
-$28.4K
Name Holding Trade Value Shares
Change 		Change in
Stake
CAN
26
Cetera Advisor Networks
California
$715K +$317K +11,065 +83%
RC
27
Roundview Capital
New Jersey
$630K +$616K +21,481 New
SWM
28
SVA Wealth Management
Wisconsin
$566K – – –
DAS
29
Dynamic Advisor Solutions
Arizona
$524K +$102K +3,556 +25%
NPC
30
National Planning Corporation
California
$521K +$271K +9,437 +115%
VKH
31
Virtu KCG Holdings
New York
$507K +$81.6K +2,844 +20%
Goldman Sachs
32
Goldman Sachs
New York
$461K – – –
MFS
33
MSI Financial Services
Massachusetts
$390K +$82.5K +2,875 +28%
GOCM
34
Grey Owl Capital Management
Virginia
$386K +$377K +13,155 New
UAS
35
United Asset Strategies
New York
$356K +$471K +16,435 New
GLA
36
Great Lakes Advisors
Illinois
$347K -$32.7K -1,140 -9%
Barclays
37
Barclays
United Kingdom
$302K +$143K +4,989 +92%
AW
38
ACG Wealth
Georgia
$268K -$14.5K -504 -5%
BCM
39
Beck Capital Management
Texas
$233K – – –
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$214K +$192K +6,704 +1,119%
US Bancorp
41
US Bancorp
Minnesota
$168K – – –
HCM
42
Horan Capital Management
Maryland
$115K – – –
BRWA
43
B. Riley Wealth Advisors
Florida
$103K +$100K +3,500 New
PAS
44
Partnervest Advisory Services
California
$96K – – –
GAM
45
Gemmer Asset Management
California
$67K +$65.2K +2,275 New
WA
46
WFG Advisors
Texas
$52K -$538K -18,759 -91%
Creative Planning
47
Creative Planning
Kansas
$32K -$27.7K -967 -47%
Citigroup
48
Citigroup
New York
$26K -$860 -30 -3%
Fifth Third Bancorp
49
Fifth Third Bancorp
Ohio
$13K – – –
BFEC
50
Benjamin F. Edwards & Company
Missouri
$9K – – –
1
2
3

MOAT Hedge Fund Activity: Q1 2014 in Review

52 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar Wide Moat ETF (MOAT) for Q1 2014, worth a combined $200M — up 17% from $172M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new MOAT positions and 3 closed out — a net gain of 3 holders — while 30 added to existing stakes and 6 trimmed.

The largest buyer was UBS, adding an estimated $5.07M. The largest seller was WFG Advisors, cutting an estimated $538K.

  • 52 institutional investors held VanEck Morningstar Wide Moat ETF (MOAT) as of Q1 2014, up from 49 in Q4 2013.
  • Funds reported $200M of VanEck Morningstar Wide Moat ETF stock for Q1 2014, up 17% quarter-over-quarter.
  • 6 funds opened new VanEck Morningstar Wide Moat ETF positions in Q1 2014 and 3 closed out, a net change of +3 holders.
  • The largest VanEck Morningstar Wide Moat ETF buyer in Q1 2014 was UBS, an estimated $5.07M added.
  • The largest VanEck Morningstar Wide Moat ETF seller in Q1 2014 was WFG Advisors, an estimated $538K sold.

Based on aggregated 13F filings for Q1 2014.