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VanEck Morningstar Wide Moat ETF
MOAT

78 hedge funds and large institutions have $246M invested in VanEck Morningstar Wide Moat ETF in 2016 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 32 increasing their positions, 8 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 8

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

200% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 7

39% more capital invested

Capital invested by funds: $177M → $246M (+$68.7M)

22% more funds holding

Funds holding: 64 → 78 (+14)

5.58% more ownership

Funds ownership: 23.63% → 29.21% (+5.6%)

Holders
78
Holders Change
+14
Holders Change %
+21.88%
% of All Funds
1.95%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
21
Increased
32
Reduced
8
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JFA
JNBA Financial Advisors
Minnesota
+$29.5M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$6.09M
3
Jane Street
Jane Street
New York
+$4.05M
4
Wells Fargo
Wells Fargo
California
+$3.62M
5
Morgan Stanley
Morgan Stanley
New York
+$2.56M

Top Sellers

Rank Fund Capital Flow
1
SG Americas Securities
SG Americas Securities
New York
-$251K
2
CAN
Cetera Advisor Networks
California
-$248K
3
Millennium Management
Millennium Management
New York
-$232K
4
RC
Roundview Capital
New Jersey
-$49.9K
5
Stifel Financial
Stifel Financial
Missouri
-$34.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
PFGIA
51
Patriot Financial Group Insurance Agency
Massachusetts
$227K +$219K +6,370 New
DC
52
Davenport & Co
Virginia
$224K +$222K +6,453 New
SWM
53
SVA Wealth Management
Wisconsin
$219K – – –
AA
54
Ancora Advisors
Ohio
$208K +$205K +5,961 New
BCM
55
Beck Capital Management
Texas
$202K -$4.13K -120 -2%
Creative Planning
56
Creative Planning
Kansas
$172K +$4.34K +126 +3%
WA
57
WFG Advisors
Texas
$162K +$1.03K +30 +0.6%
ADL
58
Asset Dedication LLC
California
$135K +$134K +3,882 New
AG
59
Advisor Group
Arizona
$124K +$59.7K +1,732 +94%
WEC
60
Winslow Evans & Crocker
Massachusetts
$90.6K – – –
US Bancorp
61
US Bancorp
Minnesota
$83K – – –
KKAMG
62
Kernodle & Katon Asset Management Group
Arkansas
$57K – – –
BIG
63
Bellwether Investment Group
Tennessee
$36K +$35.5K +1,031 New
SSB
64
Sandy Spring Bank
Maryland
$28K – – –
MIFH
65
Migdal Insurance & Financial Holdings
Israel
$23K +$22.7K +660 New
SEI Investments
66
SEI Investments
Pennsylvania
$18K – – –
RFM
67
Royal Fund Management
Florida
$17K +$17.2K +499 New
NFG
68
Next Financial Group
Texas
$12K – – –
PG
69
Patten Group
Tennessee
$11K – – –
BFEC
70
Benjamin F. Edwards & Company
Missouri
$10K – – –
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
$10K +$9.92K +288 New
BlackRock
72
BlackRock
New York
$9K +$7.58K +220 +537%
JP Morgan Chase
73
JP Morgan Chase
New York
$7K +$6.89K +200 New
PSUF
74
People's United Financial
Connecticut
$6K – – –
CCM
75
Cribstone Capital Management
Maine
$4K +$3.44K +100 New
1 2
3
4

MOAT Hedge Fund Activity: Q4 2016 in Review

78 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar Wide Moat ETF (MOAT) for Q4 2016, worth a combined $246M — up 39% from $177M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new MOAT positions and 7 closed out — a net gain of 14 holders — while 32 added to existing stakes and 8 trimmed.

The largest buyer was JNBA Financial Advisors, adding an estimated $29.5M. The largest seller was SG Americas Securities, cutting an estimated $251K.

  • 78 institutional investors held VanEck Morningstar Wide Moat ETF (MOAT) as of Q4 2016, up from 64 in Q3 2016.
  • Funds reported $246M of VanEck Morningstar Wide Moat ETF stock for Q4 2016, up 39% quarter-over-quarter.
  • 21 funds opened new VanEck Morningstar Wide Moat ETF positions in Q4 2016 and 7 closed out, a net change of +14 holders.
  • The largest VanEck Morningstar Wide Moat ETF buyer in Q4 2016 was JNBA Financial Advisors, an estimated $29.5M added.
  • The largest VanEck Morningstar Wide Moat ETF seller in Q4 2016 was SG Americas Securities, an estimated $251K sold.

Based on aggregated 13F filings for Q4 2016.