VanEck Morningstar Wide Moat ETF
MOAT
52 hedge funds and large institutions have $200M invested in VanEck Morningstar Wide Moat ETF in 2014 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 30 increasing their positions, 6 reducing their positions, and 3 closing their positions.
400% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 6
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
17% more capital invested
Capital invested by funds: $172M → $200M (+$28.6M)
6% more funds holding
Funds holding: 49 → 52 (+3)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.05% less ownership
Funds ownership: 31.9% → 31.85% (-0.05%)
Top Buyers
| 1 |
U
UBS
Zurich,
Switzerland
|
+$5.07M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$4.61M |
| 3 |
JFA
JNBA Financial Advisors
Bloomington,
Minnesota
|
+$2.07M |
| 4 |
Jane Street
New York
|
+$1.91M |
| 5 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
+$1.71M |
Top Sellers
| 1 |
WA
WFG Advisors
Dallas,
Texas
|
-$538K |
| 2 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
-$314K |
| 3 |
Schroder Investment Management Group
London,
United Kingdom
|
-$278K |
| 4 |
GLA
Great Lakes Advisors
Chicago,
Illinois
|
-$32.7K |
| 5 |
OC
Oppenheimer & Co
New York
|
-$28.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CTC
51
Central Trust Company
Jefferson City,
Missouri
| $9K | +$5.74K | +200 | +200% |
|
|
PTC
52
Private Trust Company
Cleveland,
Ohio
| $6K | – | – | – |
|
|
AWA
53
Arete Wealth Advisors
Chicago,
Illinois
| – | -$314K | -10,885 | Closed |
|
|
54
Schroder Investment Management Group
London,
United Kingdom
| – | -$278K | -9,635 | Closed |
|
|
PSUF
55
People's United Financial
Bridgeport,
Connecticut
| – | -$5K | -180 | Closed |
|
MOAT Hedge Fund Activity: Q1 2014 in Review
52 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar Wide Moat ETF (MOAT) for Q1 2014, worth a combined $200M — up 17% from $172M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new MOAT positions and 3 closed out — a net gain of 3 holders — while 30 added to existing stakes and 6 trimmed.
The largest buyer was UBS, adding an estimated $5.07M. The largest seller was WFG Advisors, cutting an estimated $538K.
- 52 institutional investors held VanEck Morningstar Wide Moat ETF (MOAT) as of Q1 2014, up from 49 in Q4 2013.
- Funds reported $200M of VanEck Morningstar Wide Moat ETF stock for Q1 2014, up 17% quarter-over-quarter.
- 6 funds opened new VanEck Morningstar Wide Moat ETF positions in Q1 2014 and 3 closed out, a net change of +3 holders.
- The largest VanEck Morningstar Wide Moat ETF buyer in Q1 2014 was UBS, an estimated $5.07M added.
- The largest VanEck Morningstar Wide Moat ETF seller in Q1 2014 was WFG Advisors, an estimated $538K sold.
Based on aggregated 13F filings for Q1 2014.