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VanEck Morningstar Wide Moat ETF
MOAT

131 hedge funds and large institutions have $477M invested in VanEck Morningstar Wide Moat ETF in 2018 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 53 increasing their positions, 27 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 27

25% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 12

2% more funds holding

Funds holding: 128 → 131 (+3)

5.21% less ownership

Funds ownership: 36.18% → 30.97% (-5.2%)

6% less capital invested

Capital invested by funds: $506M → $477M (-$28.3M)

17% less funds holding in top 10

Funds holding in top 10: 6 → 5 (-1)

Holders
131
Holders Change
+3
Holders Change %
+2.34%
% of All Funds
2.99%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
15
Increased
53
Reduced
27
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
Barometer Capital Management
Ontario, Canada
+$5.33M
2
Bank of America
Bank of America
North Carolina
+$3.67M
3
Ameriprise
Ameriprise
Minnesota
+$2.85M
4
SWA
SFMG Wealth Advisors
Texas
+$2.2M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.98M

Top Sellers

1
JFA
JNBA Financial Advisors
Minnesota
-$45M
2
OIA
OneDigital Investment Advisors
Kansas
-$24.4M
3
BCI
Brinker Capital Investments
Pennsylvania
-$12.8M
4
TI
TTP Investments
California
-$6.76M
5
CWM
Cornerstone Wealth Management
Missouri
-$3.57M
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$3.38M -$450K -9,852 -12%
Carson Wealth (CWM LLC)
27
Carson Wealth (CWM LLC)
Nebraska
$3.26M -$104K -2,283 -3%
CFA
28
Cahill Financial Advisors
Minnesota
$3.26M -$10K -220 -0.3%
PAG
29
Private Advisor Group
New Jersey
$2.74M +$1.6M +35,024 +149%
SI
30
Stephens Inc
Arkansas
$2.38M +$57K +1,250 +3%
DAS
31
Dynamic Advisor Solutions
Arizona
$2.21M +$1.01M +22,159 +88%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$2.21M +$1.71M +37,406 +379%
LFAS
33
Level Four Advisory Services
Texas
$2.08M +$62.7K +1,375 +3%
Northern Trust
34
Northern Trust
Illinois
$1.93M -$39.8K -872 -2%
DC
35
Davenport & Co
Virginia
$1.93M +$105K +2,291 +6%
GC
36
Gilbert & Cook
Iowa
$1.92M -$33K -723 -2%
SG Americas Securities
37
SG Americas Securities
New York
$1.71M +$1.67M +36,527 New
FA
38
FDx Advisors
Illinois
$1.59M -$50.6K -1,110 -3%
WS
39
Wedbush Securities
California
$1.53M +$2.56K +56 +0.2%
MCM
40
Mengis Capital Management
Oregon
$1.39M – – –
Citigroup
41
Citigroup
New York
$1.27M +$13.7K +300 +1%
MML Investors Services
42
MML Investors Services
Massachusetts
$1.25M +$676K +14,821 +124%
PMG
43
ProVise Management Group
Florida
$1.23M -$64.8K -1,420 -5%
GTAM
44
Global Trust Asset Management
Florida
$1.12M +$630K +13,800 +137%
IA
45
IFP Advisors
Florida
$1.1M +$170K +3,734 +19%
BCI
46
Brinker Capital Investments
Pennsylvania
$1.1M -$12.8M -279,570 -92%
AG
47
Advisor Group
Arizona
$873K +$334K +7,320 +64%
FAAS
48
First Allied Advisory Services
California
$860K -$25.6K -561 -3%
HCIA
49
Hochman Cole Investment Advisors
Illinois
$854K – – –
PP
50
Professional Planning
California
$854K +$34.7K +761 +4%
1
2
3 4 5

MOAT Hedge Fund Activity: Q3 2018 in Review

131 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar Wide Moat ETF (MOAT) for Q3 2018, worth a combined $477M — down 5.6% from $506M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new MOAT positions and 12 closed out — a net gain of 3 holders — while 53 added to existing stakes and 27 trimmed.

The largest buyer was Barometer Capital Management, opening a new position worth an estimated $5.33M. The largest seller was JNBA Financial Advisors, exiting entirely with an estimated $45M sold.

  • 131 institutional investors held VanEck Morningstar Wide Moat ETF (MOAT) as of Q3 2018, up from 128 in Q2 2018.
  • Funds reported $477M of VanEck Morningstar Wide Moat ETF stock for Q3 2018, down 5.6% quarter-over-quarter.
  • 15 funds opened new VanEck Morningstar Wide Moat ETF positions in Q3 2018 and 12 closed out, a net change of +3 holders.
  • The largest VanEck Morningstar Wide Moat ETF buyer in Q3 2018 was Barometer Capital Management, an estimated $5.33M added.
  • The largest VanEck Morningstar Wide Moat ETF seller in Q3 2018 was JNBA Financial Advisors, an estimated $45M sold.

Based on aggregated 13F filings for Q3 2018.