VanEck Morningstar Wide Moat ETF
MOAT
56 hedge funds and large institutions have $231M invested in VanEck Morningstar Wide Moat ETF in 2014 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 33 increasing their positions, 8 reducing their positions, and 4 closing their positions.
313% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 8
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
15% more capital invested
Capital invested by funds: $200M → $231M (+$30.9M)
8% more funds holding
Funds holding: 52 → 56 (+4)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.11% less ownership
Funds ownership: 31.85% → 30.74% (-1.1%)
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Royal Bank of Canada
Toronto,
Ontario, Canada
| $18K | -$201K | -6,728 | -92% |
|
52
Creative Planning
Overland Park,
Kansas
| $15K | -$17.7K | -592 | -54% |
|
53
Fifth Third Bancorp
Cincinnati,
Ohio
| $14K | – | – | – |
|
|
BFEC
54
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $9K | – | – | – |
|
|
CTC
55
Central Trust Company
Jefferson City,
Missouri
| $9K | – | – | – |
|
|
PTC
56
Private Trust Company
Cleveland,
Ohio
| $7K | – | – | – |
|
|
VKH
57
Virtu KCG Holdings
New York
| – | -$507K | -17,301 | Closed |
|
|
UAS
58
United Asset Strategies
Garden City,
New York
| – | -$356K | -16,435 | Closed |
|
|
HCM
59
Horan Capital Management
Hunt Valley,
Maryland
| – | -$115K | -4,000 | Closed |
|
|
BRWA
60
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$103K | -3,500 | Closed |
|
MOAT Hedge Fund Activity: Q2 2014 in Review
56 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar Wide Moat ETF (MOAT) for Q2 2014, worth a combined $231M — up 15% from $200M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new MOAT positions and 4 closed out — a net gain of 4 holders — while 33 added to existing stakes and 8 trimmed.
The largest buyer was LPL Financial, adding an estimated $2.75M. The largest seller was Virtu KCG Holdings, exiting entirely with an estimated $507K sold.
- 56 institutional investors held VanEck Morningstar Wide Moat ETF (MOAT) as of Q2 2014, up from 52 in Q1 2014.
- Funds reported $231M of VanEck Morningstar Wide Moat ETF stock for Q2 2014, up 15% quarter-over-quarter.
- 8 funds opened new VanEck Morningstar Wide Moat ETF positions in Q2 2014 and 4 closed out, a net change of +4 holders.
- The largest VanEck Morningstar Wide Moat ETF buyer in Q2 2014 was LPL Financial, an estimated $2.75M added.
- The largest VanEck Morningstar Wide Moat ETF seller in Q2 2014 was Virtu KCG Holdings, an estimated $507K sold.
Based on aggregated 13F filings for Q2 2014.