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VanEck Morningstar Wide Moat ETF
MOAT

64 hedge funds and large institutions have $177M invested in VanEck Morningstar Wide Moat ETF in 2016 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

12% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 17

3% more funds holding

Funds holding: 62 → 64 (+2)

6.31% less ownership

Funds ownership: 29.94% → 23.63% (-6.3%)

14% less capital invested

Capital invested by funds: $207M → $177M (-$29.3M)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
64
Holders Change
+2
Holders Change %
+3.23%
% of All Funds
1.71%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
10
Increased
19
Reduced
17
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$6.68M
2
Wells Fargo
Wells Fargo
California
+$5.12M
3
Bank of America
Bank of America
North Carolina
+$2.5M
4
HighTower Advisors
HighTower Advisors
Illinois
+$1.68M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.34M

Top Sellers

1
JFA
JNBA Financial Advisors
Minnesota
-$30.9M
2
Goldman Sachs
Goldman Sachs
New York
-$16.7M
3
BCM
Barometer Capital Management
Ontario, Canada
-$3.13M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.77M
5
PMG
ProVise Management Group
Florida
-$1.67M
Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
51
Gemmer Asset Management
California
$24K – – –
MWP
52
MYCIO Wealth Partners
Pennsylvania
$17K – – –
SEI Investments
53
SEI Investments
Pennsylvania
$17K +$17.5K +512 New
JFA
54
JNBA Financial Advisors
Minnesota
$14K -$30.9M -905,821 -100%
S
55
SignatureFD
Georgia
$14K – – –
NFG
56
Next Financial Group
Texas
$12K – – –
Mariner
57
Mariner
Kansas
$11K +$10.6K +311 New
PG
58
Patten Group
Tennessee
$10.7K – – –
BFEC
59
Benjamin F. Edwards & Company
Missouri
$10K – – –
PSUF
60
People's United Financial
Connecticut
$6K +$6.14K +180 New
SWA
61
Sutton Wealth Advisors
Florida
$3.41K +$3.41K +100 New
RFA
62
Reilly Financial Advisors
California
$3K +$2.73K +80 New
BlackRock
63
BlackRock
New York
$1K – – –
Goldman Sachs
64
Goldman Sachs
New York
– -$16.7M -513,199 Closed
BCM
65
Barometer Capital Management
Ontario, Canada
– -$3.13M -96,400 Closed
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
– -$1.77M -54,540 Closed
VF
67
Virtu Financial
New York
– -$878K -27,009 Closed
DAS
68
Dynamic Advisor Solutions
Arizona
– -$597K -18,363 Closed
ACM
69
Argentus Capital Management
Texas
– -$216K -6,649 Closed
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MOAT Hedge Fund Activity: Q3 2016 in Review

64 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar Wide Moat ETF (MOAT) for Q3 2016, worth a combined $177M — down 14% from $207M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new MOAT positions and 6 closed out — a net gain of 4 holders — while 19 added to existing stakes and 17 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $6.68M. The largest seller was JNBA Financial Advisors, cutting an estimated $30.9M.

  • 64 institutional investors held VanEck Morningstar Wide Moat ETF (MOAT) as of Q3 2016, up from 62 in Q2 2016.
  • Funds reported $177M of VanEck Morningstar Wide Moat ETF stock for Q3 2016, down 14% quarter-over-quarter.
  • 10 funds opened new VanEck Morningstar Wide Moat ETF positions in Q3 2016 and 6 closed out, a net change of +4 holders.
  • The largest VanEck Morningstar Wide Moat ETF buyer in Q3 2016 was Morgan Stanley, an estimated $6.68M added.
  • The largest VanEck Morningstar Wide Moat ETF seller in Q3 2016 was JNBA Financial Advisors, an estimated $30.9M sold.

Based on aggregated 13F filings for Q3 2016.