VanEck Morningstar Wide Moat ETF
MOAT
59 hedge funds and large institutions have $298M invested in VanEck Morningstar Wide Moat ETF in 2014 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 35 increasing their positions, 11 reducing their positions, and 2 closing their positions.
218% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 11
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
29% more capital invested
Capital invested by funds: $231M → $298M (+$67.3M)
5% more funds holding
Funds holding: 56 → 59 (+3)
3.94% more ownership
Funds ownership: 30.74% → 34.68% (+3.9%)
Top Buyers
Top Sellers
| 1 |
Jane Street
New York
|
-$1.53M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$886K |
| 3 |
Morgan Stanley
New York
|
-$670K |
| 4 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$255K |
| 5 |
AW
ACG Wealth
Atlanta,
Georgia
|
-$207K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GAM
51
Gemmer Asset Management
Walnut Creek,
California
| $59K | -$11.7K | -375 | -16% |
|
|
NFG
52
Next Financial Group
Houston,
Texas
| $56K | +$55.4K | +1,780 | New |
|
53
Citigroup
New York
| $40K | – | – | – |
|
54
Royal Bank of Canada
Toronto,
Ontario, Canada
| $18K | -$342 | -11 | -2% |
|
55
Creative Planning
Overland Park,
Kansas
| $16K | – | – | – |
|
56
Fifth Third Bancorp
Cincinnati,
Ohio
| $14K | – | – | – |
|
|
BFEC
57
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $9K | – | – | – |
|
|
CTC
58
Central Trust Company
Jefferson City,
Missouri
| $9K | – | – | – |
|
|
PTC
59
Private Trust Company
Cleveland,
Ohio
| $8K | +$1.31K | +42 | +19% |
|
|
AW
60
ACG Wealth
Atlanta,
Georgia
| – | -$207K | -6,757 | Closed |
|
|
PAS
61
Partnervest Advisory Services
Santa Barbara,
California
| – | -$81K | -2,643 | Closed |
|
MOAT Hedge Fund Activity: Q3 2014 in Review
59 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar Wide Moat ETF (MOAT) for Q3 2014, worth a combined $298M — up 29% from $231M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new MOAT positions and 2 closed out — a net gain of 3 holders — while 35 added to existing stakes and 11 trimmed.
The largest buyer was Pictet North America Advisors, opening a new position worth an estimated $27.8M. The largest seller was Jane Street, cutting an estimated $1.53M.
- 59 institutional investors held VanEck Morningstar Wide Moat ETF (MOAT) as of Q3 2014, up from 56 in Q2 2014.
- Funds reported $298M of VanEck Morningstar Wide Moat ETF stock for Q3 2014, up 29% quarter-over-quarter.
- 5 funds opened new VanEck Morningstar Wide Moat ETF positions in Q3 2014 and 2 closed out, a net change of +3 holders.
- The largest VanEck Morningstar Wide Moat ETF buyer in Q3 2014 was Pictet North America Advisors, an estimated $27.8M added.
- The largest VanEck Morningstar Wide Moat ETF seller in Q3 2014 was Jane Street, an estimated $1.53M sold.
Based on aggregated 13F filings for Q3 2014.