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VanEck Morningstar Wide Moat ETF
MOAT

64 hedge funds and large institutions have $177M invested in VanEck Morningstar Wide Moat ETF in 2016 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

12% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 17

3% more funds holding

Funds holding: 62 → 64 (+2)

6.31% less ownership

Funds ownership: 29.94% → 23.63% (-6.3%)

14% less capital invested

Capital invested by funds: $207M → $177M (-$29.3M)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
64
Holders Change
+2
Holders Change %
+3.23%
% of All Funds
1.71%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
10
Increased
19
Reduced
17
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$6.68M
2
Wells Fargo
Wells Fargo
California
+$5.12M
3
Bank of America
Bank of America
North Carolina
+$2.5M
4
HighTower Advisors
HighTower Advisors
Illinois
+$1.68M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.34M

Top Sellers

1
JFA
JNBA Financial Advisors
Minnesota
-$30.9M
2
Goldman Sachs
Goldman Sachs
New York
-$16.7M
3
BCM
Barometer Capital Management
Ontario, Canada
-$3.13M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.77M
5
PMG
ProVise Management Group
Florida
-$1.67M
Name Holding Trade Value Shares
Change 		Change in
Stake
SG Americas Securities
26
SG Americas Securities
New York
$671K -$184K -5,400 -22%
FAAS
27
First Allied Advisory Services
California
$599K – – –
Northern Trust
28
Northern Trust
Illinois
$511K -$23.9K -700 -4%
Citigroup
29
Citigroup
New York
$490K +$481K +14,091 +4,697%
OSNBOA
30
Old Second National Bank of Aurora
Illinois
$460K – – –
WTC
31
WhitTier Trust Company
Nevada
$448K – – –
GLA
32
Great Lakes Advisors
Illinois
$433K +$433K +12,699 New
WS
33
Wedbush Securities
California
$427K +$162K +4,747 +61%
IA
34
IFP Advisors
Florida
$322K -$393K -11,522 -55%
PMG
35
ProVise Management Group
Florida
$317K -$1.67M -49,009 -84%
MFS
36
MSI Financial Services
Massachusetts
$301K -$99.9K -2,926 -25%
RC
37
Roundview Capital
New Jersey
$293K – – –
PAS
38
Partnervest Advisory Services
California
$264K +$265K +7,758 New
CAN
39
Cetera Advisor Networks
California
$248K +$249K +7,288 New
Millennium Management
40
Millennium Management
New York
$232K +$233K +6,818 New
SWM
41
SVA Wealth Management
Wisconsin
$214K +$341 +10 +0.2%
BCM
42
Beck Capital Management
Texas
$202K +$202K +5,930 New
Creative Planning
43
Creative Planning
Kansas
$164K +$71.6K +2,098 +77%
WA
44
WFG Advisors
Texas
$158K – – –
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$153K -$309K -9,040 -67%
WEC
46
Winslow Evans & Crocker
Massachusetts
$88.6K -$32.8K -960 -27%
US Bancorp
47
US Bancorp
Minnesota
$81K – – –
AG
48
Advisor Group
Arizona
$63K -$35.6K -1,042 -36%
KKAMG
49
Kernodle & Katon Asset Management Group
Arkansas
$55K – – –
SSB
50
Sandy Spring Bank
Maryland
$27K – – –
1
2
3

MOAT Hedge Fund Activity: Q3 2016 in Review

64 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar Wide Moat ETF (MOAT) for Q3 2016, worth a combined $177M — down 14% from $207M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new MOAT positions and 6 closed out — a net gain of 4 holders — while 19 added to existing stakes and 17 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $6.68M. The largest seller was JNBA Financial Advisors, cutting an estimated $30.9M.

  • 64 institutional investors held VanEck Morningstar Wide Moat ETF (MOAT) as of Q3 2016, up from 62 in Q2 2016.
  • Funds reported $177M of VanEck Morningstar Wide Moat ETF stock for Q3 2016, down 14% quarter-over-quarter.
  • 10 funds opened new VanEck Morningstar Wide Moat ETF positions in Q3 2016 and 6 closed out, a net change of +4 holders.
  • The largest VanEck Morningstar Wide Moat ETF buyer in Q3 2016 was Morgan Stanley, an estimated $6.68M added.
  • The largest VanEck Morningstar Wide Moat ETF seller in Q3 2016 was JNBA Financial Advisors, an estimated $30.9M sold.

Based on aggregated 13F filings for Q3 2016.