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VanEck Morningstar Wide Moat ETF
MOAT

78 hedge funds and large institutions have $246M invested in VanEck Morningstar Wide Moat ETF in 2016 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 32 increasing their positions, 8 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 8

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

200% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 7

39% more capital invested

Capital invested by funds: $177M → $246M (+$68.7M)

22% more funds holding

Funds holding: 64 → 78 (+14)

5.58% more ownership

Funds ownership: 23.63% → 29.21% (+5.6%)

Holders
78
Holders Change
+14
Holders Change %
+21.88%
% of All Funds
1.95%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
21
Increased
32
Reduced
8
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JFA
JNBA Financial Advisors
Minnesota
+$29.5M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$6.09M
3
Jane Street
Jane Street
New York
+$4.05M
4
Wells Fargo
Wells Fargo
California
+$3.62M
5
Morgan Stanley
Morgan Stanley
New York
+$2.56M

Top Sellers

Rank Fund Capital Flow
1
SG Americas Securities
SG Americas Securities
New York
-$251K
2
CAN
Cetera Advisor Networks
California
-$248K
3
Millennium Management
Millennium Management
New York
-$232K
4
RC
Roundview Capital
New Jersey
-$49.9K
5
Stifel Financial
Stifel Financial
Missouri
-$34.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
Citigroup
26
Citigroup
New York
$976K +$469K +13,617 +95%
Allianz Asset Management
27
Allianz Asset Management
Germany
$975K – – –
PAG
28
Private Advisor Group
New Jersey
$954K +$44.1K +1,281 +5%
BPC
29
Banque Pictet & Cie
Switzerland
$870K -$33.3K -967 -4%
PNAA
30
Pictet North America Advisors
Switzerland
$870K -$33.3K -967 -4%
Carson Wealth (CWM LLC)
31
Carson Wealth (CWM LLC)
Nebraska
$709K +$8.61K +250 +1%
ATC
32
Argent Trust Co
Tennessee
$645K +$638K +18,525 New
FAAS
33
First Allied Advisory Services
California
$611K -$1.55K -45 -0.3%
WS
34
Wedbush Securities
California
$595K +$157K +4,546 +36%
ALIONA
35
Allianz Life Insurance of North America
Minnesota
$557K +$540K +15,681 New
MWM
36
Meridian Wealth Management
Kentucky
$540K +$534K +15,500 New
Northern Trust
37
Northern Trust
Illinois
$522K – – –
OSNBOA
38
Old Second National Bank of Aurora
Illinois
$470K – – –
WTC
39
WhitTier Trust Company
Nevada
$458K – – –
MFS
40
MSI Financial Services
Massachusetts
$455K +$146K +4,227 +48%
GLA
41
Great Lakes Advisors
Illinois
$442K +$103 +3 +0%
SG Americas Securities
42
SG Americas Securities
New York
$432K -$251K -7,300 -37%
IA
43
IFP Advisors
Florida
$386K +$56.3K +1,634 +17%
PAS
44
Partnervest Advisory Services
California
$368K +$96.6K +2,806 +36%
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$359K +$201K +5,849 +130%
PMG
46
ProVise Management Group
Florida
$307K -$16.4K -475 -5%
ACP
47
Aveo Capital Partners
Colorado
$256K +$253K +7,343 New
LWAC
48
Laurel Wealth Advisors (California)
California
$251K +$214K +6,200 New
RC
49
Roundview Capital
New Jersey
$249K -$49.9K -1,450 -17%
EDRH
50
Edmond de Rothschild Holding
Switzerland
$233K +$231K +6,700 New
1
2
3 4

MOAT Hedge Fund Activity: Q4 2016 in Review

78 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar Wide Moat ETF (MOAT) for Q4 2016, worth a combined $246M — up 39% from $177M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new MOAT positions and 7 closed out — a net gain of 14 holders — while 32 added to existing stakes and 8 trimmed.

The largest buyer was JNBA Financial Advisors, adding an estimated $29.5M. The largest seller was SG Americas Securities, cutting an estimated $251K.

  • 78 institutional investors held VanEck Morningstar Wide Moat ETF (MOAT) as of Q4 2016, up from 64 in Q3 2016.
  • Funds reported $246M of VanEck Morningstar Wide Moat ETF stock for Q4 2016, up 39% quarter-over-quarter.
  • 21 funds opened new VanEck Morningstar Wide Moat ETF positions in Q4 2016 and 7 closed out, a net change of +14 holders.
  • The largest VanEck Morningstar Wide Moat ETF buyer in Q4 2016 was JNBA Financial Advisors, an estimated $29.5M added.
  • The largest VanEck Morningstar Wide Moat ETF seller in Q4 2016 was SG Americas Securities, an estimated $251K sold.

Based on aggregated 13F filings for Q4 2016.