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VanEck Morningstar Wide Moat ETF
MOAT

71 hedge funds and large institutions have $303M invested in VanEck Morningstar Wide Moat ETF in 2015 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 19

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

4.1% more ownership

Funds ownership: 36.32% → 40.42% (+4.1%)

1% more funds holding

Funds holding: 70 → 71 (+1)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

4% less capital invested

Capital invested by funds: $314M → $303M (-$11M)

Holders
71
Holders Change
+1
Holders Change %
+1.43%
% of All Funds
1.98%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
10
Increased
25
Reduced
19
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BPC
Banque Pictet & Cie
Switzerland
+$17.1M
2
MIS
Morningstar Investment Services
Illinois
+$5.76M
3
Jane Street
Jane Street
New York
+$2.95M
4
VF
Virtu Financial
New York
+$1.21M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.1M

Top Sellers

1
JFA
JNBA Financial Advisors
Minnesota
-$3.4M
2
Bank of America
Bank of America
North Carolina
-$2.74M
3
LPL Financial
LPL Financial
California
-$2.61M
4
SWA
SFMG Wealth Advisors
Texas
-$1.48M
5
RC
Roundview Capital
New Jersey
-$1.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
SPC
26
Sigma Planning Corp
Michigan
$1.26M -$235K -7,842 -15%
BCM
27
Brookstone Capital Management
Illinois
$1.14M +$96.1K +3,211 +9%
VF
28
Virtu Financial
New York
$1.13M +$1.21M +40,539 New
VKH
29
Virtu KCG Holdings
New York
$977K +$1.05M +34,979 New
CAN
30
Cetera Advisor Networks
California
$956K +$150 +5 +0%
Citadel Advisors
31
Citadel Advisors
Florida
$936K +$107K +3,561 +12%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$884K +$95K +3,174 +11%
MCM
33
Mengis Capital Management
Oregon
$865K – – –
Carson Wealth (CWM LLC)
34
Carson Wealth (CWM LLC)
Nebraska
$777K +$832K +27,807 New
MCC
35
Mid Continent Capital
Illinois
$754K -$20.2K -675 -2%
SWM
36
SVA Wealth Management
Wisconsin
$716K +$8.41K +281 +1%
Bank of Nova Scotia
37
Bank of Nova Scotia
Ontario, Canada
$560K – – –
FAAS
38
First Allied Advisory Services
California
$537K +$149K +4,964 +35%
AT
39
Arden Trust
Delaware
$483K +$517K +17,276 New
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$466K +$343K +11,476 +220%
Northern Trust
41
Northern Trust
Illinois
$444K +$476K +15,900 New
VC
42
Vicus Capital
Pennsylvania
$410K -$190K -6,342 -30%
UCFA
43
United Capital Financial Advisors
Texas
$382K – – –
OSNBOA
44
Old Second National Bank of Aurora
Illinois
$377K – – –
GLA
45
Great Lakes Advisors
Illinois
$373K +$180 +6 +0%
WTC
46
WhitTier Trust Company
Nevada
$371K – – –
MFS
47
MSI Financial Services
Massachusetts
$323K -$78.6K -2,625 -18%
MIAN
48
Mariner Independent Advisor Network
Kansas
$287K -$21.9K -733 -7%
FA
49
FDx Advisors
Illinois
$264K +$283K +9,441 New
RC
50
Roundview Capital
New Jersey
$236K -$1.23M -41,181 -83%
1
2
3 4

MOAT Hedge Fund Activity: Q3 2015 in Review

71 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar Wide Moat ETF (MOAT) for Q3 2015, worth a combined $303M — down 3.5% from $314M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new MOAT positions and 8 closed out — a net gain of 2 holders — while 25 added to existing stakes and 19 trimmed.

The largest buyer was Banque Pictet & Cie, adding an estimated $17.1M. The largest seller was JNBA Financial Advisors, cutting an estimated $3.4M.

  • 71 institutional investors held VanEck Morningstar Wide Moat ETF (MOAT) as of Q3 2015, up from 70 in Q2 2015.
  • Funds reported $303M of VanEck Morningstar Wide Moat ETF stock for Q3 2015, down 3.5% quarter-over-quarter.
  • 10 funds opened new VanEck Morningstar Wide Moat ETF positions in Q3 2015 and 8 closed out, a net change of +2 holders.
  • The largest VanEck Morningstar Wide Moat ETF buyer in Q3 2015 was Banque Pictet & Cie, an estimated $17.1M added.
  • The largest VanEck Morningstar Wide Moat ETF seller in Q3 2015 was JNBA Financial Advisors, an estimated $3.4M sold.

Based on aggregated 13F filings for Q3 2015.