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VanEck Morningstar Wide Moat ETF
MOAT

71 hedge funds and large institutions have $321M invested in VanEck Morningstar Wide Moat ETF in 2014 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 37 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

270% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 10

233% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 6

20% more funds holding

Funds holding: 59 → 71 (+12)

8% more capital invested

Capital invested by funds: $298M → $321M (+$22.5M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1.9% less ownership

Funds ownership: 34.68% → 32.79% (-1.9%)

Holders
71
Holders Change
+12
Holders Change %
+20.34%
% of All Funds
1.89%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
20
Increased
37
Reduced
10
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$7.52M
2
SWA
SFMG Wealth Advisors
Texas
+$4.62M
3
JFA
JNBA Financial Advisors
Minnesota
+$1.56M
4
Morgan Stanley
Morgan Stanley
New York
+$1.5M
5
MIS
Morningstar Investment Services
Illinois
+$1.45M

Top Sellers

Rank Fund Capital Flow
1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$6.22M
2
AI
Atria Investments
North Carolina
-$2.94M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.88M
4
UCFA
United Capital Financial Advisors
Texas
-$1.71M
5
Jane Street
Jane Street
New York
-$820K
Name Holding Trade Value Shares
Change 		Change in
Stake
MCC
26
Mid Continent Capital
Illinois
$1.26M +$133K +4,250 +12%
Bank of Nova Scotia
27
Bank of Nova Scotia
Ontario, Canada
$1.2M +$1.19M +38,094 New
RJFSA
28
Raymond James Financial Services Advisors
Florida
$1.15M +$18.8K +600 +2%
BCM
29
Brookstone Capital Management
Illinois
$1.06M -$41.1K -1,314 -4%
CAN
30
Cetera Advisor Networks
California
$1.06M +$255K +8,153 +32%
VC
31
Vicus Capital
Pennsylvania
$1.03M +$1.04M +33,163 New
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$937K -$1.88M -60,154 -67%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$928K +$550K +17,577 +143%
MFS
34
MSI Financial Services
Massachusetts
$905K +$65.3K +2,085 +8%
Millennium Management
35
Millennium Management
New York
$873K +$880K +28,099 New
DAS
36
Dynamic Advisor Solutions
Arizona
$857K +$125K +3,977 +17%
SWM
37
SVA Wealth Management
Wisconsin
$686K +$1.88K +60 +0.3%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$557K +$235K +7,491 +72%
WTC
39
WhitTier Trust Company
Nevada
$551K +$556K +17,750 New
VFS
40
VSR Financial Services
Kansas
$522K +$160K +5,096 +44%
UCFA
41
United Capital Financial Advisors
Texas
$483K -$1.71M -54,751 -78%
RIL
42
Rothschild Investment LLC
Illinois
$429K -$13.6K -433 -3%
GLA
43
Great Lakes Advisors
Illinois
$426K +$113K +3,614 +36%
OSNBOA
44
Old Second National Bank of Aurora
Illinois
$420K +$423K +13,500 New
CWM
45
Concert Wealth Management
California
$404K +$401K +12,818 New
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$368K +$353K +11,273 +1,999%
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$342K +$345K +11,014 New
SI
48
SII Investments
Wisconsin
$340K +$42.3K +1,352 +14%
Deutsche Bank
49
Deutsche Bank
Germany
$285K +$183K +5,848 +174%
WA
50
WFG Advisors
Texas
$284K +$99.5K +3,177 +53%
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MOAT Hedge Fund Activity: Q4 2014 in Review

71 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar Wide Moat ETF (MOAT) for Q4 2014, worth a combined $321M — up 7.5% from $298M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new MOAT positions and 6 closed out — a net gain of 14 holders — while 37 added to existing stakes and 10 trimmed.

The largest buyer was Wells Fargo, adding an estimated $7.52M. The largest seller was Schroder Investment Management Group, exiting entirely with an estimated $6.22M sold.

  • 71 institutional investors held VanEck Morningstar Wide Moat ETF (MOAT) as of Q4 2014, up from 59 in Q3 2014.
  • Funds reported $321M of VanEck Morningstar Wide Moat ETF stock for Q4 2014, up 7.5% quarter-over-quarter.
  • 20 funds opened new VanEck Morningstar Wide Moat ETF positions in Q4 2014 and 6 closed out, a net change of +14 holders.
  • The largest VanEck Morningstar Wide Moat ETF buyer in Q4 2014 was Wells Fargo, an estimated $7.52M added.
  • The largest VanEck Morningstar Wide Moat ETF seller in Q4 2014 was Schroder Investment Management Group, an estimated $6.22M sold.

Based on aggregated 13F filings for Q4 2014.