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VanEck Morningstar Wide Moat ETF
MOAT

71 hedge funds and large institutions have $399M invested in VanEck Morningstar Wide Moat ETF in 2015 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 29 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

24% more capital invested

Capital invested by funds: $321M → $399M (+$78.4M)

11.05% more ownership

Funds ownership: 32.79% → 43.83% (+11%)

0% more funds holding

Funds holding: 71 → 71 (0)

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

28% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 29

Holders
71
Holders Change
–
Holders Change %
0%
% of All Funds
1.89%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
11
Increased
21
Reduced
29
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SWA
SFMG Wealth Advisors
Texas
+$81.7M
2
MIS
Morningstar Investment Services
Illinois
+$9.98M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$6.16M
4
LPL Financial
LPL Financial
California
+$3.57M
5
Citadel Advisors
Citadel Advisors
Florida
+$1.78M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$7.37M
2
UBS Group
UBS Group
Switzerland
-$6.83M
3
BTS
BB&T Securities
Virginia
-$2.9M
4
Wells Fargo
Wells Fargo
California
-$2.6M
5
AA
Ancora Advisors
Ohio
-$1.85M
Name Holding Trade Value Shares
Change 		Change in
Stake
VKH
26
Virtu KCG Holdings
New York
$1.75M +$1.74M +57,696 New
RJA
27
Raymond James & Associates
Florida
$1.73M +$29.2K +965 +2%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$1.67M +$758K +25,085 +84%
RC
29
Roundview Capital
New Jersey
$1.54M -$363K -12,005 -19%
AA
30
Ancora Advisors
Ohio
$1.27M -$1.85M -61,131 Closed
RJFSA
31
Raymond James Financial Services Advisors
Florida
$1.13M -$453 -15 -0%
BCM
32
Brookstone Capital Management
Illinois
$1.1M +$65.1K +2,154 +6%
CAN
33
Cetera Advisor Networks
California
$1.04M +$10.7K +353 +1%
MCM
34
Mengis Capital Management
Oregon
$939K +$937K +31,000 New
DAS
35
Dynamic Advisor Solutions
Arizona
$911K +$74.7K +2,473 +9%
UCFA
36
United Capital Financial Advisors
Texas
$877K +$372K +12,314 +79%
MCC
37
Mid Continent Capital
Illinois
$853K -$372K -12,300 -30%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$785K +$241K +7,965 +44%
SWM
39
SVA Wealth Management
Wisconsin
$747K +$76.8K +2,542 +12%
MFS
40
MSI Financial Services
Massachusetts
$656K -$226K -7,472 -26%
Bank of Nova Scotia
41
Bank of Nova Scotia
Ontario, Canada
$613K -$542K -17,951 -47%
VFS
42
VSR Financial Services
Kansas
$582K +$72.5K +2,401 +14%
GLA
43
Great Lakes Advisors
Illinois
$415K – – –
WTC
44
WhitTier Trust Company
Nevada
$413K -$125K -4,125 -23%
OSNBOA
45
Old Second National Bank of Aurora
Illinois
$409K – – –
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$362K +$28.2K +933 +8%
SI
47
SII Investments
Wisconsin
$315K -$17.2K -568 -5%
CWM
48
Concert Wealth Management
California
$299K -$52K -1,720 -13%
FAAS
49
First Allied Advisory Services
California
$271K +$18.8K +623 +8%
BPC
50
Banque Pictet & Cie
Switzerland
$252K +$251K +8,300 New
1
2
3 4

MOAT Hedge Fund Activity: Q1 2015 in Review

71 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar Wide Moat ETF (MOAT) for Q1 2015, worth a combined $399M — up 24% from $321M a quarter earlier.

Fund positioning in MOAT was balanced in Q1 2015: 11 funds opened new positions, 11 closed out, 21 added to existing stakes and 29 trimmed.

The largest buyer was SFMG Wealth Advisors, adding an estimated $81.7M. The largest seller was Bank of America, cutting an estimated $7.37M.

  • 71 institutional investors held VanEck Morningstar Wide Moat ETF (MOAT) as of Q1 2015, unchanged from Q4 2014.
  • Funds reported $399M of VanEck Morningstar Wide Moat ETF stock for Q1 2015, up 24% quarter-over-quarter.
  • 11 funds opened new VanEck Morningstar Wide Moat ETF positions in Q1 2015 and 11 closed out, a net change of 0 holders.
  • The largest VanEck Morningstar Wide Moat ETF buyer in Q1 2015 was SFMG Wealth Advisors, an estimated $81.7M added.
  • The largest VanEck Morningstar Wide Moat ETF seller in Q1 2015 was Bank of America, an estimated $7.37M sold.

Based on aggregated 13F filings for Q1 2015.