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VanEck Morningstar Wide Moat ETF
MOAT

134 hedge funds and large institutions have $506M invested in VanEck Morningstar Wide Moat ETF in 2018 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 47 increasing their positions, 32 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 7

47% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 32

19% more funds holding

Funds holding: 113 → 134 (+21)

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

2% more capital invested

Capital invested by funds: $498M → $506M (+$8.28M)

0.48% less ownership

Funds ownership: 37.51% → 37.03% (-0.48%)

Holders
134
Holders Change
+21
Holders Change %
+18.58%
% of All Funds
3.07%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.18%
New
28
Increased
47
Reduced
32
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$6.78M
2
OIA
OneDigital Investment Advisors
Kansas
+$3.55M
3
Jane Street
Jane Street
New York
+$3.3M
4
Morgan Stanley
Morgan Stanley
New York
+$3.21M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.01M

Top Sellers

Rank Fund Capital Flow
1
LFAS
Level Four Advisory Services
Texas
-$6.26M
2
Bank of America
Bank of America
North Carolina
-$2.44M
3
DAS
Dynamic Advisor Solutions
Arizona
-$2.27M
4
Wells Fargo
Wells Fargo
California
-$1.54M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$1.47M
Name Holding Trade Value Shares
Change 		Change in
Stake
HighTower Advisors
51
HighTower Advisors
Illinois
$582K +$13K +300 +2%
VF
52
Virtu Financial
New York
$573K +$600K +13,813 New
OSNBOA
53
Old Second National Bank of Aurora
Illinois
$560K – – –
WTC
54
WhitTier Trust Company
Nevada
$539K -$6.51K -150 -1%
Northern Trust
55
Northern Trust
Illinois
$531K -$53.1K -1,224 -9%
BPC
56
Banque Pictet & Cie
Switzerland
$514K -$776K -17,884 -59%
PNAA
57
Pictet North America Advisors
Switzerland
$514K -$776K -17,884 -59%
Citadel Advisors
58
Citadel Advisors
Florida
$500K +$523K +12,056 New
AG
59
Advisor Group
Arizona
$497K -$364K -8,376 -41%
ALIONA
60
Allianz Life Insurance of North America
Minnesota
$485K -$121K -2,795 -19%
OC
61
Oppenheimer & Co
New York
$483K +$91.3K +2,104 +22%
MML Investors Services
62
MML Investors Services
Massachusetts
$460K +$482K +11,093 New
RC
63
Roundview Capital
New Jersey
$453K -$21.7K -500 -4%
SG
64
StoneX Group
New York
$404K -$17.5K -403 -4%
BAM
65
Belpointe Asset Management
Nevada
$387K -$43.4K -1,000 -10%
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$357K +$97.6K +2,248 +35%
ACP
67
Aveo Capital Partners
Colorado
$354K +$370K +8,530 New
CAGAS
68
Capital Advisory Group Advisory Services
Minnesota
$352K +$367K +8,464 New
IA
69
IFP Advisors
Florida
$349K – – –
CCM
70
Compton Capital Management
Rhode Island
$344K – – –
BUB
71
BBVA USA Bancshares
Texas
$330K +$345K +7,948 New
AWA
72
Acorn Wealth Advisors
Michigan
$324K +$277K +6,383 +514%
CAN
73
Claraphi Advisory Network
United States
$318K +$333K +7,680 New
PMG
74
ProVise Management Group
Florida
$309K -$3.26K -75 -1%
CAN
75
Cetera Advisor Networks
California
$301K -$38.2K -880 -11%
1 2
3
4 5

MOAT Hedge Fund Activity: Q1 2018 in Review

134 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar Wide Moat ETF (MOAT) for Q1 2018, worth a combined $506M — up 1.7% from $498M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new MOAT positions and 7 closed out — a net gain of 21 holders — while 47 added to existing stakes and 32 trimmed.

The largest buyer was LPL Financial, adding an estimated $6.78M. The largest seller was Level Four Advisory Services, cutting an estimated $6.26M.

  • 134 institutional investors held VanEck Morningstar Wide Moat ETF (MOAT) as of Q1 2018, up from 113 in Q4 2017.
  • Funds reported $506M of VanEck Morningstar Wide Moat ETF stock for Q1 2018, up 1.7% quarter-over-quarter.
  • 28 funds opened new VanEck Morningstar Wide Moat ETF positions in Q1 2018 and 7 closed out, a net change of +21 holders.
  • The largest VanEck Morningstar Wide Moat ETF buyer in Q1 2018 was LPL Financial, an estimated $6.78M added.
  • The largest VanEck Morningstar Wide Moat ETF seller in Q1 2018 was Level Four Advisory Services, an estimated $6.26M sold.

Based on aggregated 13F filings for Q1 2018.