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VanEck Morningstar Wide Moat ETF
MOAT

98 hedge funds and large institutions have $335M invested in VanEck Morningstar Wide Moat ETF in 2017 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 37 increasing their positions, 16 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

850% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 2

131% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 16

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

20% more funds holding

Funds holding: 82 → 98 (+16)

18% more capital invested

Capital invested by funds: $285M → $335M (+$50.2M)

0.13% more ownership

Funds ownership: 27.75% → 27.88% (+0.13%)

Holders
98
Holders Change
+16
Holders Change %
+19.51%
% of All Funds
2.44%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
19
Increased
37
Reduced
16
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$2.29M
2
Bank of America
Bank of America
North Carolina
+$2.16M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$2.02M
4
BCM
Brookstone Capital Management
Illinois
+$1.93M
5
AIP
Ahrens Investment Partners
Louisiana
+$1.57M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$4.7M
2
Creative Planning
Creative Planning
Kansas
-$790K
3
HighTower Advisors
HighTower Advisors
Illinois
-$604K
4
MWM
Meridian Wealth Management
Kentucky
-$426K
5
IA
IFP Advisors
Florida
-$345K
Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
51
Compton Capital Management
Rhode Island
$355K +$344K +8,975 New
RC
52
Roundview Capital
New Jersey
$342K +$19.2K +500 +6%
FA
53
FDx Advisors
Illinois
$333K -$295K -7,678 -48%
VKH
54
Virtu KCG Holdings
New York
$323K +$314K +8,174 New
AG
55
Advisor Group
Arizona
$319K +$127K +3,313 +70%
SEI Investments
56
SEI Investments
Pennsylvania
$307K +$288K +7,499 +2,830%
IA
57
IFP Advisors
Florida
$302K -$345K -8,992 -54%
PMG
58
ProVise Management Group
Florida
$298K -$42.2K -1,100 -13%
CAN
59
Cetera Advisor Networks
California
$296K +$287K +7,475 New
LWAC
60
Laurel Wealth Advisors (California)
California
$274K – – –
EDRH
61
Edmond de Rothschild Holding
Switzerland
$265K – – –
PFGIA
62
Patriot Financial Group Insurance Agency
Massachusetts
$250K – – –
SWM
63
SVA Wealth Management
Wisconsin
$249K – – –
AA
64
Ancora Advisors
Ohio
$235K – – –
WF
65
Welch & Forbes
Massachusetts
$217K +$2.88K +75 +1%
BCM
66
Beck Capital Management
Texas
$212K -$3.84K -100 -2%
CWM
67
Cornerstone Wealth Management
Missouri
$203K +$197K +5,122 New
SB
68
Suntrust Banks
Georgia
$202K +$196K +5,100 New
WA
69
WFG Advisors
Texas
$185K – – –
US Bancorp
70
US Bancorp
Minnesota
$185K +$87.6K +2,281 +96%
Creative Planning
71
Creative Planning
Kansas
$179K -$790K -20,582 -82%
ADL
72
Asset Dedication LLC
California
$154K +$149K +3,882 New
SF
73
Synovus Financial
Georgia
$116K +$111K +2,900 New
JP Morgan Chase
74
JP Morgan Chase
New York
$62K +$60.6K +1,580 New
FBT
75
First Bank & Trust
South Dakota
$52K +$50.1K +1,305 New
1 2
3
4

MOAT Hedge Fund Activity: Q2 2017 in Review

98 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar Wide Moat ETF (MOAT) for Q2 2017, worth a combined $335M — up 18% from $285M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new MOAT positions and 2 closed out — a net gain of 17 holders — while 37 added to existing stakes and 16 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.29M. The largest seller was Wells Fargo, cutting an estimated $4.7M.

  • 98 institutional investors held VanEck Morningstar Wide Moat ETF (MOAT) as of Q2 2017, up from 82 in Q1 2017.
  • Funds reported $335M of VanEck Morningstar Wide Moat ETF stock for Q2 2017, up 18% quarter-over-quarter.
  • 19 funds opened new VanEck Morningstar Wide Moat ETF positions in Q2 2017 and 2 closed out, a net change of +17 holders.
  • The largest VanEck Morningstar Wide Moat ETF buyer in Q2 2017 was Morgan Stanley, an estimated $2.29M added.
  • The largest VanEck Morningstar Wide Moat ETF seller in Q2 2017 was Wells Fargo, an estimated $4.7M sold.

Based on aggregated 13F filings for Q2 2017.