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VanEck Morningstar Wide Moat ETF
MOAT

99 hedge funds and large institutions have $366M invested in VanEck Morningstar Wide Moat ETF in 2017 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 42 increasing their positions, 14 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 14

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

9% more capital invested

Capital invested by funds: $335M → $366M (+$30.5M)

1% more funds holding

Funds holding: 98 → 99 (+1)

0.38% more ownership

Funds ownership: 27.88% → 28.25% (+0.38%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

Holders
99
Holders Change
+1
Holders Change %
+1.02%
% of All Funds
2.47%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
14
Increased
42
Reduced
14
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$5.69M
2
JFA
JNBA Financial Advisors
Minnesota
+$4.04M
3
Morgan Stanley
Morgan Stanley
New York
+$3.52M
4
LFAS
Level Four Advisory Services
Texas
+$2.91M
5
VF
Virtu Financial
New York
+$2.01M

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$8.52M
2
NPC
National Planning Corporation
California
-$1.52M
3
LTFS
Ladenburg Thalmann Financial Services
Florida
-$736K
4
Wells Fargo
Wells Fargo
California
-$510K
5
MWM
Meridian Wealth Management
Kentucky
-$448K
Name Holding Trade Value Shares
Change 		Change in
Stake
WTC
51
WhitTier Trust Company
Nevada
$530K – – –
GFPC
52
Global Financial Private Capital
Florida
$525K +$515K +13,017 New
PAS
53
Partnervest Advisory Services
California
$493K +$31.6K +799 +7%
OC
54
Oppenheimer & Co
New York
$471K +$462K +11,678 New
GLA
55
Great Lakes Advisors
Illinois
$464K -$4.39K -111 -1%
SEI Investments
56
SEI Investments
Pennsylvania
$463K +$146K +3,701 +48%
RC
57
Roundview Capital
New Jersey
$461K +$110K +2,775 +32%
BAM
58
Belpointe Asset Management
Nevada
$419K +$411K +10,385 New
AG
59
Advisor Group
Arizona
$405K +$79.2K +2,001 +25%
ACP
60
Aveo Capital Partners
Colorado
$374K -$35.2K -889 -9%
CCM
61
Compton Capital Management
Rhode Island
$362K – – –
CAN
62
Cetera Advisor Networks
California
$327K +$27.7K +700 +9%
IA
63
IFP Advisors
Florida
$320K +$12.5K +316 +4%
PMG
64
ProVise Management Group
Florida
$304K – – –
LWAC
65
Laurel Wealth Advisors (California)
California
$280K – – –
WEC
66
Winslow Evans & Crocker
Massachusetts
$280K -$158K -4,000 -37%
PFGIA
67
Patriot Financial Group Insurance Agency
Massachusetts
$258K – – –
SWM
68
SVA Wealth Management
Wisconsin
$254K – – –
CWM
69
Cornerstone Wealth Management
Missouri
$241K +$35.2K +890 +17%
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$241K +$219K +5,539 +1,285%
AA
71
Ancora Advisors
Ohio
$240K – – –
BRWA
72
B. Riley Wealth Advisors
Florida
$225K +$220K +5,573 New
WF
73
Welch & Forbes
Massachusetts
$221K – – –
BCM
74
Beck Capital Management
Texas
$215K – – –
SB
75
Suntrust Banks
Georgia
$206K – – –
1 2
3
4 5

MOAT Hedge Fund Activity: Q3 2017 in Review

99 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar Wide Moat ETF (MOAT) for Q3 2017, worth a combined $366M — up 9.1% from $335M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new MOAT positions and 11 closed out — a net gain of 3 holders — while 42 added to existing stakes and 14 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $5.69M. The largest seller was UBS Group, cutting an estimated $8.52M.

  • 99 institutional investors held VanEck Morningstar Wide Moat ETF (MOAT) as of Q3 2017, up from 98 in Q2 2017.
  • Funds reported $366M of VanEck Morningstar Wide Moat ETF stock for Q3 2017, up 9.1% quarter-over-quarter.
  • 14 funds opened new VanEck Morningstar Wide Moat ETF positions in Q3 2017 and 11 closed out, a net change of +3 holders.
  • The largest VanEck Morningstar Wide Moat ETF buyer in Q3 2017 was Commonwealth Equity Services, an estimated $5.69M added.
  • The largest VanEck Morningstar Wide Moat ETF seller in Q3 2017 was UBS Group, an estimated $8.52M sold.

Based on aggregated 13F filings for Q3 2017.