We are live on ! Find out more
MOAT icon

VanEck Morningstar Wide Moat ETF
MOAT

98 hedge funds and large institutions have $335M invested in VanEck Morningstar Wide Moat ETF in 2017 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 37 increasing their positions, 16 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

850% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 2

131% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 16

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

20% more funds holding

Funds holding: 82 → 98 (+16)

18% more capital invested

Capital invested by funds: $285M → $335M (+$50.2M)

0.13% more ownership

Funds ownership: 27.75% → 27.88% (+0.13%)

Holders
98
Holders Change
+16
Holders Change %
+19.51%
% of All Funds
2.44%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
19
Increased
37
Reduced
16
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$2.29M
2
Bank of America
Bank of America
North Carolina
+$2.16M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$2.02M
4
BCM
Brookstone Capital Management
Illinois
+$1.93M
5
AIP
Ahrens Investment Partners
Louisiana
+$1.57M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$4.7M
2
Creative Planning
Creative Planning
Kansas
-$790K
3
HighTower Advisors
HighTower Advisors
Illinois
-$604K
4
MWM
Meridian Wealth Management
Kentucky
-$426K
5
IA
IFP Advisors
Florida
-$345K
Name Holding Trade Value Shares
Change 		Change in
Stake
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$1.73M +$358K +9,336 +27%
DC
27
Davenport & Co
Virginia
$1.66M +$1.37M +35,598 +552%
Citigroup
28
Citigroup
New York
$1.65M +$77K +2,007 +5%
PAG
29
Private Advisor Group
New Jersey
$1.64M +$438K +11,408 +38%
SI
30
Stephens Inc
Arkansas
$1.43M -$26.1K -679 -2%
Jane Street
31
Jane Street
New York
$1.32M +$1.28M +33,301 New
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$1.27M +$1.23M +32,000 New
MCM
33
Mengis Capital Management
Oregon
$1.17M – – –
Allianz Asset Management
34
Allianz Asset Management
Germany
$1.11M – – –
WS
35
Wedbush Securities
California
$1.06M +$198K +5,163 +24%
BPC
36
Banque Pictet & Cie
Switzerland
$818K -$7.45K -194 -0.9%
PNAA
37
Pictet North America Advisors
Switzerland
$818K -$7.45K -194 -0.9%
ALIONA
38
Allianz Life Insurance of North America
Minnesota
$788K -$84.3K -2,195 -10%
FAAS
39
First Allied Advisory Services
California
$694K – – –
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$655K +$163K +4,255 +34%
ATC
41
Argent Trust Co
Tennessee
$616K +$131K +3,405 +28%
Northern Trust
42
Northern Trust
Illinois
$565K +$22.8K +593 +4%
HighTower Advisors
43
HighTower Advisors
Illinois
$539K -$604K -15,741 -54%
OSNBOA
44
Old Second National Bank of Aurora
Illinois
$534K – – –
WTC
45
WhitTier Trust Company
Nevada
$520K – – –
GLA
46
Great Lakes Advisors
Illinois
$460K -$28.9K -753 -6%
PAS
47
Partnervest Advisory Services
California
$452K -$15.4K -400 -3%
MWM
48
Meridian Wealth Management
Kentucky
$448K -$426K -11,100 -49%
WEC
49
Winslow Evans & Crocker
Massachusetts
$433K +$280K +7,284 +199%
ACP
50
Aveo Capital Partners
Colorado
$402K +$112K +2,922 +40%
1
2
3 4

MOAT Hedge Fund Activity: Q2 2017 in Review

98 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar Wide Moat ETF (MOAT) for Q2 2017, worth a combined $335M — up 18% from $285M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new MOAT positions and 2 closed out — a net gain of 17 holders — while 37 added to existing stakes and 16 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.29M. The largest seller was Wells Fargo, cutting an estimated $4.7M.

  • 98 institutional investors held VanEck Morningstar Wide Moat ETF (MOAT) as of Q2 2017, up from 82 in Q1 2017.
  • Funds reported $335M of VanEck Morningstar Wide Moat ETF stock for Q2 2017, up 18% quarter-over-quarter.
  • 19 funds opened new VanEck Morningstar Wide Moat ETF positions in Q2 2017 and 2 closed out, a net change of +17 holders.
  • The largest VanEck Morningstar Wide Moat ETF buyer in Q2 2017 was Morgan Stanley, an estimated $2.29M added.
  • The largest VanEck Morningstar Wide Moat ETF seller in Q2 2017 was Wells Fargo, an estimated $4.7M sold.

Based on aggregated 13F filings for Q2 2017.