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VanEck Morningstar Wide Moat ETF
MOAT

142 hedge funds and large institutions have $577M invested in VanEck Morningstar Wide Moat ETF in 2018 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 62 increasing their positions, 22 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

182% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 22

74% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 19

40% more funds holding in top 10

Funds holding in top 10: 5 → 7 (+2)

21% more capital invested

Capital invested by funds: $477M → $577M (+$99.8M)

8% more funds holding

Funds holding: 131 → 142 (+11)

4.9% more ownership

Funds ownership: 30.97% → 35.87% (+4.9%)

Holders
142
Holders Change
+11
Holders Change %
+8.4%
% of All Funds
3.16%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.16%
New
33
Increased
62
Reduced
22
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JFA
JNBA Financial Advisors
Minnesota
+$42.5M
2
Morgan Stanley
Morgan Stanley
New York
+$33.4M
3
OIA
OneDigital Investment Advisors
Kansas
+$26.7M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$14.7M
5
BCI
Brinker Capital Investments
Pennsylvania
+$12.6M

Top Sellers

Rank Fund Capital Flow
1
TI
TTP Investments
California
-$33.1M
2
CWM
Cornerstone Wealth Management
Missouri
-$10.5M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$2.07M
4
SG Americas Securities
SG Americas Securities
New York
-$1.71M
5
FA
FDx Advisors
Illinois
-$1.59M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
26
Barometer Capital Management
Ontario, Canada
$5.05M +$253K +5,700 +5%
Mirae Asset Global Investments
27
Mirae Asset Global Investments
South Korea
$4.67M -$44.5K -1,000 -0.9%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$4.21M +$416K +9,356 +10%
Stifel Financial
29
Stifel Financial
Missouri
$3.98M +$332K +7,477 +8%
JP Morgan Chase
30
JP Morgan Chase
New York
$3.72M +$232K +5,219 +6%
SPC
31
Sigma Planning Corp
Michigan
$3.65M +$216K +4,860 +6%
PAG
32
Private Advisor Group
New Jersey
$3.33M +$988K +22,223 +38%
CFA
33
Cahill Financial Advisors
Minnesota
$3.21M +$370K +8,319 +12%
TPWA
34
TRUE Private Wealth Advisors
Oregon
$2.95M +$3.18M +71,578 New
BA
35
Boston Advisors
Massachusetts
$2.71M +$2.92M +65,749 New
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
$2.68M -$207K -4,666 -7%
SI
37
Stephens Inc
Arkansas
$2.57M +$507K +11,398 +22%
ACM
38
Avalon Capital Management
California
$2.21M +$2.39M +53,737 New
SPIA
39
Steward Partners Investment Advisory
New York
$2.1M +$1.67M +37,552 +277%
LFAS
40
Level Four Advisory Services
Texas
$1.86M +$30.7K +690 +2%
DAS
41
Dynamic Advisor Solutions
Arizona
$1.79M -$309K -6,949 -15%
Jane Street
42
Jane Street
New York
$1.78M +$1.93M +43,329 New
IWM
43
IHT Wealth Management
Illinois
$1.68M +$1.55M +34,963 +592%
Citigroup
44
Citigroup
New York
$1.5M +$407K +9,153 +34%
PCM
45
Penserra Capital Management
California
$1.48M +$1.59M +35,833 New
TI
46
TTP Investments
California
$1.47M -$33.1M -745,052 -95%
GC
47
Gilbert & Cook
Iowa
$1.44M -$272K -6,115 -15%
IA
48
IFP Advisors
Florida
$1.41M +$491K +11,053 +47%
WS
49
Wedbush Securities
California
$1.28M -$72.9K -1,640 -5%
MML Investors Services
50
MML Investors Services
Massachusetts
$1.24M +$146K +3,289 +12%
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MOAT Hedge Fund Activity: Q4 2018 in Review

142 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar Wide Moat ETF (MOAT) for Q4 2018, worth a combined $577M — up 21% from $477M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new MOAT positions and 19 closed out — a net gain of 14 holders — while 62 added to existing stakes and 22 trimmed.

The largest buyer was JNBA Financial Advisors, opening a new position worth an estimated $42.5M. The largest seller was TTP Investments, cutting an estimated $33.1M.

  • 142 institutional investors held VanEck Morningstar Wide Moat ETF (MOAT) as of Q4 2018, up from 131 in Q3 2018.
  • Funds reported $577M of VanEck Morningstar Wide Moat ETF stock for Q4 2018, up 21% quarter-over-quarter.
  • 33 funds opened new VanEck Morningstar Wide Moat ETF positions in Q4 2018 and 19 closed out, a net change of +14 holders.
  • The largest VanEck Morningstar Wide Moat ETF buyer in Q4 2018 was JNBA Financial Advisors, an estimated $42.5M added.
  • The largest VanEck Morningstar Wide Moat ETF seller in Q4 2018 was TTP Investments, an estimated $33.1M sold.

Based on aggregated 13F filings for Q4 2018.