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VanEck Morningstar Wide Moat ETF
MOAT

113 hedge funds and large institutions have $498M invested in VanEck Morningstar Wide Moat ETF in 2017 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 39 increasing their positions, 28 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 8

75% more funds holding in top 10

Funds holding in top 10: 4 → 7 (+3)

39% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 28

36% more capital invested

Capital invested by funds: $366M → $498M (+$132M)

14% more funds holding

Funds holding: 99 → 113 (+14)

9.25% more ownership

Funds ownership: 28.25% → 37.51% (+9.3%)

Holders
113
Holders Change
+14
Holders Change %
+14.14%
% of All Funds
2.56%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.16%
New
22
Increased
39
Reduced
28
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWA
SFMG Wealth Advisors
Texas
+$47.4M
2
LPL Financial
LPL Financial
California
+$3.31M
3
AW
ACG Wealth
Georgia
+$2.62M
4
Bank of America
Bank of America
North Carolina
+$2.5M
5
LTFS
Ladenburg Thalmann Financial Services
Florida
+$1.59M

Top Sellers

1
NPC
National Planning Corporation
California
-$3.96M
2
UBS Group
UBS Group
Switzerland
-$2.73M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$2.63M
4
VF
Virtu Financial
New York
-$2.04M
5
Wells Fargo
Wells Fargo
California
-$1.62M
Name Holding Trade Value Shares
Change 		Change in
Stake
HighTower Advisors
51
HighTower Advisors
Illinois
$586K -$4.54K -110 -0.8%
PAS
52
Partnervest Advisory Services
California
$577K +$56.9K +1,378 +11%
OSNBOA
53
Old Second National Bank of Aurora
Illinois
$573K – – –
WTC
54
WhitTier Trust Company
Nevada
$558K – – –
Envestnet Asset Management
55
Envestnet Asset Management
Illinois
$496K -$94.8K -2,297 -16%
RC
56
Roundview Capital
New Jersey
$485K – – –
GLA
57
Great Lakes Advisors
Illinois
$464K -$24.4K -590 -5%
PAG
58
Private Advisor Group
New Jersey
$463K -$1.37M -33,305 -76%
BAM
59
Belpointe Asset Management
Nevada
$439K -$2.06K -50 -0.5%
SG
60
StoneX Group
New York
$430K +$419K +10,140 New
OC
61
Oppenheimer & Co
New York
$405K -$88.5K -2,143 -18%
Jane Street
62
Jane Street
New York
$389K -$1.45M -35,158 -79%
CCM
63
Compton Capital Management
Rhode Island
$352K -$27.9K -675 -8%
IA
64
IFP Advisors
Florida
$349K +$11.5K +278 +3%
CAN
65
Cetera Advisor Networks
California
$347K -$495 -12 -0.1%
PMG
66
ProVise Management Group
Florida
$319K – – –
LWAC
67
Laurel Wealth Advisors (California)
California
$295K – – –
WEC
68
Winslow Evans & Crocker
Massachusetts
$294K – – –
Northwestern Mutual Wealth Management
69
Northwestern Mutual Wealth Management
Wisconsin
$270K +$16.5K +400 +7%
PFGIA
70
Patriot Financial Group Insurance Agency
Massachusetts
$268K -$8.17K -198 -3%
CWM
71
Cornerstone Wealth Management
Missouri
$265K +$6.48K +157 +3%
SWM
72
SVA Wealth Management
Wisconsin
$260K -$6.61K -160 -3%
AA
73
Ancora Advisors
Ohio
$253K – – –
Creative Planning
74
Creative Planning
Kansas
$243K +$236K +5,720 New
IWM
75
IHT Wealth Management
Illinois
$242K +$229K +5,548 New
1 2
3
4 5

MOAT Hedge Fund Activity: Q4 2017 in Review

113 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar Wide Moat ETF (MOAT) for Q4 2017, worth a combined $498M — up 36% from $366M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new MOAT positions and 8 closed out — a net gain of 14 holders — while 39 added to existing stakes and 28 trimmed.

The largest buyer was SFMG Wealth Advisors, opening a new position worth an estimated $47.4M. The largest seller was National Planning Corporation, exiting entirely with an estimated $3.96M sold.

  • 113 institutional investors held VanEck Morningstar Wide Moat ETF (MOAT) as of Q4 2017, up from 99 in Q3 2017.
  • Funds reported $498M of VanEck Morningstar Wide Moat ETF stock for Q4 2017, up 36% quarter-over-quarter.
  • 22 funds opened new VanEck Morningstar Wide Moat ETF positions in Q4 2017 and 8 closed out, a net change of +14 holders.
  • The largest VanEck Morningstar Wide Moat ETF buyer in Q4 2017 was SFMG Wealth Advisors, an estimated $47.4M added.
  • The largest VanEck Morningstar Wide Moat ETF seller in Q4 2017 was National Planning Corporation, an estimated $3.96M sold.

Based on aggregated 13F filings for Q4 2017.