We are live on ! Find out more
MOAT icon

VanEck Morningstar Wide Moat ETF
MOAT

113 hedge funds and large institutions have $498M invested in VanEck Morningstar Wide Moat ETF in 2017 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 39 increasing their positions, 28 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 8

75% more funds holding in top 10

Funds holding in top 10: 4 → 7 (+3)

39% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 28

36% more capital invested

Capital invested by funds: $366M → $498M (+$132M)

14% more funds holding

Funds holding: 99 → 113 (+14)

9.25% more ownership

Funds ownership: 28.25% → 37.51% (+9.3%)

Holders
113
Holders Change
+14
Holders Change %
+14.14%
% of All Funds
2.56%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.16%
New
22
Increased
39
Reduced
28
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWA
SFMG Wealth Advisors
Texas
+$47.4M
2
LPL Financial
LPL Financial
California
+$3.31M
3
AW
ACG Wealth
Georgia
+$2.62M
4
Bank of America
Bank of America
North Carolina
+$2.5M
5
LTFS
Ladenburg Thalmann Financial Services
Florida
+$1.59M

Top Sellers

1
NPC
National Planning Corporation
California
-$3.96M
2
UBS Group
UBS Group
Switzerland
-$2.73M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$2.63M
4
VF
Virtu Financial
New York
-$2.04M
5
Wells Fargo
Wells Fargo
California
-$1.62M
Name Holding Trade Value Shares
Change 		Change in
Stake
DAS
26
Dynamic Advisor Solutions
Arizona
$3.21M +$1.29M +31,317 +71%
SPC
27
Sigma Planning Corp
Michigan
$3.05M +$256K +6,204 +9%
Mirae Asset Global Investments
28
Mirae Asset Global Investments
South Korea
$3.05M +$784K +19,000 +36%
CFA
29
Cahill Financial Advisors
Minnesota
$3.04M +$89.3K +2,164 +3%
AW
30
ACG Wealth
Georgia
$2.69M +$2.62M +63,415 New
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$2.63M +$353K +8,551 +16%
SI
32
Stephens Inc
Arkansas
$1.91M +$190K +4,611 +11%
DC
33
Davenport & Co
Virginia
$1.88M +$89.6K +2,170 +5%
ATC
34
Argent Trust Co
Tennessee
$1.76M +$1.02M +24,800 +148%
JP Morgan Chase
35
JP Morgan Chase
New York
$1.6M +$1.45M +35,095 +1,297%
HCIA
36
Hochman Cole Investment Advisors
Illinois
$1.42M -$392K -9,506 -22%
WS
37
Wedbush Securities
California
$1.41M +$138K +3,348 +11%
Citigroup
38
Citigroup
New York
$1.38M -$138K -3,350 -9%
BPC
39
Banque Pictet & Cie
Switzerland
$1.29M +$368K +8,917 +42%
PNAA
40
Pictet North America Advisors
Switzerland
$1.29M +$368K +8,917 +42%
MCM
41
Mengis Capital Management
Oregon
$1.26M +$2.89K +70 +0.2%
Allianz Asset Management
42
Allianz Asset Management
Germany
$1.19M – – –
GTAM
43
Global Trust Asset Management
Florida
$1.11M +$1.08M +26,216 New
FA
44
FDx Advisors
Illinois
$887K +$173K +4,182 +25%
AG
45
Advisor Group
Arizona
$863K +$425K +10,304 +103%
IA
46
IFG Advisory
Georgia
$833K +$1.44M +34,781 New
FAAS
47
First Allied Advisory Services
California
$776K -$8.26K -200 -1%
PP
48
Professional Planning
California
$675K +$656K +15,899 New
ALIONA
49
Allianz Life Insurance of North America
Minnesota
$615K -$256K -6,197 -30%
Northern Trust
50
Northern Trust
Illinois
$596K -$10.2K -247 -2%
1
2
3 4 5

MOAT Hedge Fund Activity: Q4 2017 in Review

113 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar Wide Moat ETF (MOAT) for Q4 2017, worth a combined $498M — up 36% from $366M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new MOAT positions and 8 closed out — a net gain of 14 holders — while 39 added to existing stakes and 28 trimmed.

The largest buyer was SFMG Wealth Advisors, opening a new position worth an estimated $47.4M. The largest seller was National Planning Corporation, exiting entirely with an estimated $3.96M sold.

  • 113 institutional investors held VanEck Morningstar Wide Moat ETF (MOAT) as of Q4 2017, up from 99 in Q3 2017.
  • Funds reported $498M of VanEck Morningstar Wide Moat ETF stock for Q4 2017, up 36% quarter-over-quarter.
  • 22 funds opened new VanEck Morningstar Wide Moat ETF positions in Q4 2017 and 8 closed out, a net change of +14 holders.
  • The largest VanEck Morningstar Wide Moat ETF buyer in Q4 2017 was SFMG Wealth Advisors, an estimated $47.4M added.
  • The largest VanEck Morningstar Wide Moat ETF seller in Q4 2017 was National Planning Corporation, an estimated $3.96M sold.

Based on aggregated 13F filings for Q4 2017.