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VanEck Morningstar Wide Moat ETF
MOAT

99 hedge funds and large institutions have $366M invested in VanEck Morningstar Wide Moat ETF in 2017 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 42 increasing their positions, 14 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 14

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

9% more capital invested

Capital invested by funds: $335M → $366M (+$30.5M)

1% more funds holding

Funds holding: 98 → 99 (+1)

0.38% more ownership

Funds ownership: 27.88% → 28.25% (+0.38%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

Holders
99
Holders Change
+1
Holders Change %
+1.02%
% of All Funds
2.47%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
14
Increased
42
Reduced
14
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$5.69M
2
JFA
JNBA Financial Advisors
Minnesota
+$4.04M
3
Morgan Stanley
Morgan Stanley
New York
+$3.52M
4
LFAS
Level Four Advisory Services
Texas
+$2.91M
5
VF
Virtu Financial
New York
+$2.01M

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$8.52M
2
NPC
National Planning Corporation
California
-$1.52M
3
LTFS
Ladenburg Thalmann Financial Services
Florida
-$736K
4
Wells Fargo
Wells Fargo
California
-$510K
5
MWM
Meridian Wealth Management
Kentucky
-$448K
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$2.16M +$337K +8,508 +19%
Mirae Asset Global Investments
27
Mirae Asset Global Investments
South Korea
$2.13M +$214K +5,400 +11%
VF
28
Virtu Financial
New York
$2.04M +$2.01M +50,686 New
Jane Street
29
Jane Street
New York
$1.79M +$436K +11,027 +33%
DAS
30
Dynamic Advisor Solutions
Arizona
$1.78M +$1.75M +44,243 New
PAG
31
Private Advisor Group
New Jersey
$1.78M +$90.2K +2,280 +5%
HCIA
32
Hochman Cole Investment Advisors
Illinois
$1.74M +$1.7M +43,033 New
DC
33
Davenport & Co
Virginia
$1.7M +$4.15K +105 +0.2%
SI
34
Stephens Inc
Arkansas
$1.63M +$164K +4,152 +11%
Citigroup
35
Citigroup
New York
$1.44M -$238K -6,020 -14%
Citadel Advisors
36
Citadel Advisors
Florida
$1.33M +$1.3M +32,887 New
WS
37
Wedbush Securities
California
$1.2M +$121K +3,046 +11%
MCM
38
Mengis Capital Management
Oregon
$1.19M – – –
Allianz Asset Management
39
Allianz Asset Management
Germany
$1.13M – – –
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$1.08M -$204K -5,151 -16%
BPC
41
Banque Pictet & Cie
Switzerland
$862K +$26.9K +681 +3%
PNAA
42
Pictet North America Advisors
Switzerland
$862K +$26.9K +681 +3%
ALIONA
43
Allianz Life Insurance of North America
Minnesota
$834K +$29.7K +750 +4%
FAAS
44
First Allied Advisory Services
California
$746K +$39.6K +1,000 +6%
ATC
45
Argent Trust Co
Tennessee
$675K +$46.5K +1,175 +8%
FA
46
FDx Advisors
Illinois
$674K +$328K +8,291 +98%
Northern Trust
47
Northern Trust
Illinois
$576K – – –
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$566K -$103K -2,600 -16%
HighTower Advisors
49
HighTower Advisors
Illinois
$560K +$9.89K +250 +2%
OSNBOA
50
Old Second National Bank of Aurora
Illinois
$545K – – –
1
2
3 4 5

MOAT Hedge Fund Activity: Q3 2017 in Review

99 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar Wide Moat ETF (MOAT) for Q3 2017, worth a combined $366M — up 9.1% from $335M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new MOAT positions and 11 closed out — a net gain of 3 holders — while 42 added to existing stakes and 14 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $5.69M. The largest seller was UBS Group, cutting an estimated $8.52M.

  • 99 institutional investors held VanEck Morningstar Wide Moat ETF (MOAT) as of Q3 2017, up from 98 in Q2 2017.
  • Funds reported $366M of VanEck Morningstar Wide Moat ETF stock for Q3 2017, up 9.1% quarter-over-quarter.
  • 14 funds opened new VanEck Morningstar Wide Moat ETF positions in Q3 2017 and 11 closed out, a net change of +3 holders.
  • The largest VanEck Morningstar Wide Moat ETF buyer in Q3 2017 was Commonwealth Equity Services, an estimated $5.69M added.
  • The largest VanEck Morningstar Wide Moat ETF seller in Q3 2017 was UBS Group, an estimated $8.52M sold.

Based on aggregated 13F filings for Q3 2017.