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VanEck Morningstar Wide Moat ETF
MOAT

59 hedge funds and large institutions have $298M invested in VanEck Morningstar Wide Moat ETF in 2014 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 35 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

218% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 11

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

29% more capital invested

Capital invested by funds: $231M → $298M (+$67.3M)

5% more funds holding

Funds holding: 56 → 59 (+3)

3.94% more ownership

Funds ownership: 30.74% → 34.68% (+3.9%)

Holders
59
Holders Change
+3
Holders Change %
+5.36%
% of All Funds
1.71%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
5
Increased
35
Reduced
11
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PNAA
Pictet North America Advisors
Switzerland
+$27.8M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$6.18M
3
MIS
Morningstar Investment Services
Illinois
+$5.77M
4
LPL Financial
LPL Financial
California
+$5.57M
5
U
UBS
Switzerland
+$3.16M

Top Sellers

1
Jane Street
Jane Street
New York
-$1.53M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$886K
3
Morgan Stanley
Morgan Stanley
New York
-$670K
4
CAN
Cetera Advisor Networks
California
-$255K
5
AW
ACG Wealth
Georgia
-$207K
Name Holding Trade Value Shares
Change 		Change in
Stake
SI
26
Stephens Inc
Arkansas
$1.66M +$575K +18,462 +53%
NPC
27
National Planning Corporation
California
$1.63M +$405K +13,001 +33%
RJA
28
Raymond James & Associates
Florida
$1.39M +$26.2K +841 +2%
GOCM
29
Grey Owl Capital Management
Virginia
$1.2M +$390K +12,520 +48%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$1.14M +$22.6K +725 +2%
MCC
31
Mid Continent Capital
Illinois
$1.13M +$114K +3,650 +11%
BCM
32
Brookstone Capital Management
Illinois
$1.11M +$134K +4,303 +14%
MFS
33
MSI Financial Services
Massachusetts
$847K +$412K +13,240 +96%
Jane Street
34
Jane Street
New York
$820K -$1.53M -49,188 -65%
CAN
35
Cetera Advisor Networks
California
$807K -$255K -8,187 -24%
DAS
36
Dynamic Advisor Solutions
Arizona
$739K +$330K +10,620 +82%
SWM
37
SVA Wealth Management
Wisconsin
$690K +$7.16K +230 +1%
Barclays
38
Barclays
United Kingdom
$518K +$71.9K +2,310 +16%
Goldman Sachs
39
Goldman Sachs
New York
$499K +$6.22K +200 +1%
RIL
40
Rothschild Investment LLC
Illinois
$446K +$443K +14,252 New
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$384K -$886K -28,469 -70%
VFS
42
VSR Financial Services
Kansas
$366K +$57K +1,831 +19%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$327K +$15.7K +506 +5%
GLA
44
Great Lakes Advisors
Illinois
$316K -$37.3K -1,200 -11%
SI
45
SII Investments
Wisconsin
$300K +$87.2K +2,803 +42%
BCM
46
Beck Capital Management
Texas
$242K – – –
FAAS
47
First Allied Advisory Services
California
$215K +$3.83K +123 +2%
US Bancorp
48
US Bancorp
Minnesota
$204K -$16.7K -537 -8%
WA
49
WFG Advisors
Texas
$186K +$45.5K +1,462 +33%
Deutsche Bank
50
Deutsche Bank
Germany
$105K – – –
1
2
3

MOAT Hedge Fund Activity: Q3 2014 in Review

59 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar Wide Moat ETF (MOAT) for Q3 2014, worth a combined $298M — up 29% from $231M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new MOAT positions and 2 closed out — a net gain of 3 holders — while 35 added to existing stakes and 11 trimmed.

The largest buyer was Pictet North America Advisors, opening a new position worth an estimated $27.8M. The largest seller was Jane Street, cutting an estimated $1.53M.

  • 59 institutional investors held VanEck Morningstar Wide Moat ETF (MOAT) as of Q3 2014, up from 56 in Q2 2014.
  • Funds reported $298M of VanEck Morningstar Wide Moat ETF stock for Q3 2014, up 29% quarter-over-quarter.
  • 5 funds opened new VanEck Morningstar Wide Moat ETF positions in Q3 2014 and 2 closed out, a net change of +3 holders.
  • The largest VanEck Morningstar Wide Moat ETF buyer in Q3 2014 was Pictet North America Advisors, an estimated $27.8M added.
  • The largest VanEck Morningstar Wide Moat ETF seller in Q3 2014 was Jane Street, an estimated $1.53M sold.

Based on aggregated 13F filings for Q3 2014.