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VanEck Morningstar Wide Moat ETF
MOAT

82 hedge funds and large institutions have $285M invested in VanEck Morningstar Wide Moat ETF in 2017 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 33 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

74% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 19

16% more capital invested

Capital invested by funds: $246M → $285M (+$39.2M)

5% more funds holding

Funds holding: 78 → 82 (+4)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

1.46% less ownership

Funds ownership: 29.21% → 27.75% (-1.5%)

Holders
82
Holders Change
+4
Holders Change %
+5.13%
% of All Funds
2.04%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
11
Increased
33
Reduced
19
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
+$7.64M
2
LFAS
Level Four Advisory Services
Texas
+$4.01M
3
LPL Financial
LPL Financial
California
+$1.69M
4
RJA
Raymond James & Associates
Florida
+$1.22M
5
UBS Group
UBS Group
Switzerland
+$1.21M

Top Sellers

1
Jane Street
Jane Street
New York
-$4.1M
2
HighTower Advisors
HighTower Advisors
Illinois
-$1.41M
3
VC
Vicus Capital
Pennsylvania
-$995K
4
Bank of America
Bank of America
North Carolina
-$440K
5
SG Americas Securities
SG Americas Securities
New York
-$432K
Name Holding Trade Value Shares
Change 		Change in
Stake
Mirae Asset Global Investments
26
Mirae Asset Global Investments
South Korea
$1.2M +$1.18M +32,000 New
BCM
27
Brookstone Capital Management
Illinois
$1.15M +$1.13M +30,565 New
PAG
28
Private Advisor Group
New Jersey
$1.13M +$132K +3,581 +13%
MCM
29
Mengis Capital Management
Oregon
$1.11M -$36.8K -1,000 -3%
HighTower Advisors
30
HighTower Advisors
Illinois
$1.1M -$1.41M -38,144 -56%
Allianz Asset Management
31
Allianz Asset Management
Germany
$1.05M – – –
Creative Planning
32
Creative Planning
Kansas
$942K +$743K +20,156 +408%
MWM
33
Meridian Wealth Management
Kentucky
$842K +$256K +6,940 +45%
ALIONA
34
Allianz Life Insurance of North America
Minnesota
$830K +$237K +6,441 +41%
WS
35
Wedbush Securities
California
$811K +$167K +4,525 +26%
BPC
36
Banque Pictet & Cie
Switzerland
$784K -$151K -4,100 -16%
PNAA
37
Pictet North America Advisors
Switzerland
$784K -$151K -4,100 -16%
FAAS
38
First Allied Advisory Services
California
$658K -$1.1K -30 -0.2%
IA
39
IFP Advisors
Florida
$624K +$204K +5,536 +50%
FA
40
FDx Advisors
Illinois
$604K +$594K +16,107 New
Northern Trust
41
Northern Trust
Illinois
$514K -$48.5K -1,316 -9%
OSNBOA
42
Old Second National Bank of Aurora
Illinois
$507K – – –
WTC
43
WhitTier Trust Company
Nevada
$493K – – –
GLA
44
Great Lakes Advisors
Illinois
$464K -$12.1K -328 -3%
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$464K +$73.5K +1,994 +19%
ATC
46
Argent Trust Co
Tennessee
$457K -$234K -6,360 -34%
PAS
47
Partnervest Advisory Services
California
$444K +$46.4K +1,260 +12%
PMG
48
ProVise Management Group
Florida
$324K -$7.37K -200 -2%
RC
49
Roundview Capital
New Jersey
$306K +$36.8K +1,000 +14%
ACP
50
Aveo Capital Partners
Colorado
$272K -$3.98K -108 -1%
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MOAT Hedge Fund Activity: Q1 2017 in Review

82 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar Wide Moat ETF (MOAT) for Q1 2017, worth a combined $285M — up 16% from $246M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new MOAT positions and 6 closed out — a net gain of 5 holders — while 33 added to existing stakes and 19 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $7.64M. The largest seller was Jane Street, exiting entirely with an estimated $4.1M sold.

  • 82 institutional investors held VanEck Morningstar Wide Moat ETF (MOAT) as of Q1 2017, up from 78 in Q4 2016.
  • Funds reported $285M of VanEck Morningstar Wide Moat ETF stock for Q1 2017, up 16% quarter-over-quarter.
  • 11 funds opened new VanEck Morningstar Wide Moat ETF positions in Q1 2017 and 6 closed out, a net change of +5 holders.
  • The largest VanEck Morningstar Wide Moat ETF buyer in Q1 2017 was Raymond James Financial Services Advisors, an estimated $7.64M added.
  • The largest VanEck Morningstar Wide Moat ETF seller in Q1 2017 was Jane Street, an estimated $4.1M sold.

Based on aggregated 13F filings for Q1 2017.