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VanEck Morningstar Wide Moat ETF
MOAT

72 hedge funds and large institutions have $290M invested in VanEck Morningstar Wide Moat ETF in 2015 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 30 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

1% more funds holding

Funds holding: 71 → 72 (+1)

0.32% more ownership

Funds ownership: 40.42% → 40.74% (+0.32%)

4% less capital invested

Capital invested by funds: $303M → $290M (-$12.2M)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

40% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 30

Holders
72
Holders Change
+1
Holders Change %
+1.41%
% of All Funds
1.89%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
9
Increased
18
Reduced
30
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$19.5M
2
Citadel Advisors
Citadel Advisors
Florida
+$2.16M
3
Stifel Financial
Stifel Financial
Missouri
+$1.91M
4
Ameriprise
Ameriprise
Minnesota
+$1.9M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.36M

Top Sellers

Rank Fund Capital Flow
1
PNAA
Pictet North America Advisors
Switzerland
-$11.2M
2
BPC
Banque Pictet & Cie
Switzerland
-$11M
3
SWA
SFMG Wealth Advisors
Texas
-$7.03M
4
Wells Fargo
Wells Fargo
California
-$3.87M
5
BCI
Brinker Capital Investments
Pennsylvania
-$2.56M
Name Holding Trade Value Shares
Change 		Change in
Stake
ADL
51
Asset Dedication LLC
California
$112K +$115K +3,882 New
WEC
52
Winslow Evans & Crocker
Massachusetts
$107K – – –
S
53
SignatureFD
Georgia
$94K +$6.01K +202 +7%
AIG
54
American International Group
New York
$88K -$7.2K -242 -7%
US Bancorp
55
US Bancorp
Minnesota
$69K – – –
SEI Investments
56
SEI Investments
Pennsylvania
$66K +$6.13K +206 +10%
KKAMG
57
Kernodle & Katon Asset Management Group
Arkansas
$47K +$48.4K +1,628 New
Fifth Third Bancorp
58
Fifth Third Bancorp
Ohio
$23K – – –
SSB
59
Sandy Spring Bank
Maryland
$23K – – –
GAM
60
Gemmer Asset Management
California
$20K – – –
VNA
61
Valley National Advisers
Pennsylvania
$16K +$16.4K +550 New
Citigroup
62
Citigroup
New York
$15K – – –
Creative Planning
63
Creative Planning
Kansas
$15K +$595 +20 +4%
MWP
64
MYCIO Wealth Partners
Pennsylvania
$14K – – –
PG
65
Patten Group
Tennessee
$13K +$59 +2 +0.4%
AFP
66
Ausdal Financial Partners
Iowa
$12K +$12.2K +411 New
KTC
67
Kistler-Tiffany Companies
Pennsylvania
$10K – – –
BFEC
68
Benjamin F. Edwards & Company
Missouri
$9K – – –
CTC
69
Central Trust Company
Missouri
$9K – – –
PSUF
70
People's United Financial
Connecticut
$5K – – –
Bank of Nova Scotia
71
Bank of Nova Scotia
Ontario, Canada
– -$560K -20,143 Closed
AT
72
Arden Trust
Delaware
– -$483K -17,276 Closed
UCFA
73
United Capital Financial Advisors
Texas
– -$382K -13,685 Closed
MIAN
74
Mariner Independent Advisor Network
Kansas
– -$287K -10,258 Closed
Bank of Montreal
75
Bank of Montreal
Ontario, Canada
– -$8K -298 Closed
1 2
3
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MOAT Hedge Fund Activity: Q4 2015 in Review

72 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar Wide Moat ETF (MOAT) for Q4 2015, worth a combined $290M — down 4% from $303M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new MOAT positions and 7 closed out — a net gain of 2 holders — while 18 added to existing stakes and 30 trimmed.

The largest buyer was LPL Financial, adding an estimated $19.5M. The largest seller was Pictet North America Advisors, cutting an estimated $11.2M.

  • 72 institutional investors held VanEck Morningstar Wide Moat ETF (MOAT) as of Q4 2015, up from 71 in Q3 2015.
  • Funds reported $290M of VanEck Morningstar Wide Moat ETF stock for Q4 2015, down 4% quarter-over-quarter.
  • 9 funds opened new VanEck Morningstar Wide Moat ETF positions in Q4 2015 and 7 closed out, a net change of +2 holders.
  • The largest VanEck Morningstar Wide Moat ETF buyer in Q4 2015 was LPL Financial, an estimated $19.5M added.
  • The largest VanEck Morningstar Wide Moat ETF seller in Q4 2015 was Pictet North America Advisors, an estimated $11.2M sold.

Based on aggregated 13F filings for Q4 2015.