VanEck Morningstar Wide Moat ETF
MOAT
49 hedge funds and large institutions have $172M invested in VanEck Morningstar Wide Moat ETF in 2013 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 21 increasing their positions, 6 reducing their positions, and 2 closing their positions.
850% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 2
250% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 6
53% more funds holding
Funds holding: 32 → 49 (+17)
52% more capital invested
Capital invested by funds: $113M → $172M (+$58.9M)
0.69% more ownership
Funds ownership: 31.22% → 31.9% (+0.69%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
U
UBS
Zurich,
Switzerland
|
+$32.6M |
| 2 |
JFA
JNBA Financial Advisors
Bloomington,
Minnesota
|
+$6.31M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$2.12M |
| 4 |
LPL Financial
San Diego,
California
|
+$1.97M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$2.53M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.12M |
| 3 |
VKH
Virtu KCG Holdings
New York
|
-$350K |
| 4 |
HCM
Horan Capital Management
Hunt Valley,
Maryland
|
-$69.4K |
| 5 |
Nomura Holdings
Tokyo,
Japan
|
-$27K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Invesco
Atlanta,
Georgia
| – | -$5K | -200 | Closed |
|
MOAT Hedge Fund Activity: Q4 2013 in Review
49 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar Wide Moat ETF (MOAT) for Q4 2013, worth a combined $172M — up 52% from $113M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new MOAT positions and 2 closed out — a net gain of 17 holders — while 21 added to existing stakes and 6 trimmed.
The largest buyer was UBS, adding an estimated $32.6M. The largest seller was Morgan Stanley, cutting an estimated $2.53M.
- 49 institutional investors held VanEck Morningstar Wide Moat ETF (MOAT) as of Q4 2013, up from 32 in Q3 2013.
- Funds reported $172M of VanEck Morningstar Wide Moat ETF stock for Q4 2013, up 52% quarter-over-quarter.
- 19 funds opened new VanEck Morningstar Wide Moat ETF positions in Q4 2013 and 2 closed out, a net change of +17 holders.
- The largest VanEck Morningstar Wide Moat ETF buyer in Q4 2013 was UBS, an estimated $32.6M added.
- The largest VanEck Morningstar Wide Moat ETF seller in Q4 2013 was Morgan Stanley, an estimated $2.53M sold.
Based on aggregated 13F filings for Q4 2013.