We are live on ! Find out more
MOAT icon

VanEck Morningstar Wide Moat ETF
MOAT

128 hedge funds and large institutions have $506M invested in VanEck Morningstar Wide Moat ETF in 2018 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 46 increasing their positions, 36 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 36

0% less capital invested

Capital invested by funds: $506M → $506M (-$487K)

0.85% less ownership

Funds ownership: 37.03% → 36.18% (-0.85%)

4% less funds holding

Funds holding: 134 → 128 (-6)

22% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 18

25% less funds holding in top 10

Funds holding in top 10: 8 → 6 (-2)

Holders
128
Holders Change
-6
Holders Change %
-4.48%
% of All Funds
2.93%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.14%
New
14
Increased
46
Reduced
36
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
Cornerstone Wealth Management
Missouri
+$13.4M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.52M
3
OIA
OneDigital Investment Advisors
Kansas
+$1.26M
4
Northern Trust
Northern Trust
Illinois
+$1.25M
5
SWA
SFMG Wealth Advisors
Texas
+$1.19M

Top Sellers

1
TI
TTP Investments
California
-$10.9M
2
PS
Portfolio Strategies
New York
-$7.74M
3
LPL Financial
LPL Financial
California
-$3.73M
4
AW
ACG Wealth
Georgia
-$2.92M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$2.28M
Name Holding Trade Value Shares
Change 		Change in
Stake
PAS
51
Partnervest Advisory Services
California
$584K -$48.3K -1,134 -8%
WTC
52
WhitTier Trust Company
Nevada
$546K -$19.2K -450 -3%
SG
53
StoneX Group
New York
$527K +$101K +2,368 +24%
MML Investors Services
54
MML Investors Services
Massachusetts
$521K +$37.1K +870 +8%
SPIA
55
Steward Partners Investment Advisory
New York
$507K +$495K +11,632 New
ALIONA
56
Allianz Life Insurance of North America
Minnesota
$501K -$7.88K -185 -2%
AG
57
Advisor Group
Arizona
$494K -$26.1K -613 -5%
WI
58
Wintrust Investments
Illinois
$481K +$471K +11,047 New
RC
59
Roundview Capital
New Jersey
$476K – – –
OC
60
Oppenheimer & Co
New York
$471K -$34.8K -816 -7%
GTAM
61
Global Trust Asset Management
Florida
$439K -$248K -5,830 -37%
BUB
62
BBVA USA Bancshares
Texas
$437K +$88.6K +2,079 +26%
JIP
63
Jaffetilchin Investment Partners
Florida
$434K +$424K +9,952 New
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$430K +$53.5K +1,255 +15%
AWA
65
Acorn Wealth Advisors
Michigan
$399K +$65.3K +1,532 +20%
BAM
66
Belpointe Asset Management
Nevada
$380K -$25.6K -600 -6%
ACP
67
Aveo Capital Partners
Colorado
$370K -$1.87K -44 -0.5%
PG
68
Patten Group
Tennessee
$355K +$81.1K +1,905 +30%
Creative Planning
69
Creative Planning
Kansas
$336K +$52K +1,220 +19%
CAGAS
70
Capital Advisory Group Advisory Services
Minnesota
$335K -$33.1K -777 -9%
CAN
71
Claraphi Advisory Network
United States
$331K -$3.41K -80 -1%
WEC
72
Winslow Evans & Crocker
Massachusetts
$304K – – –
AI
73
Atria Investments
North Carolina
$296K +$289K +6,785 New
PFGIA
74
Patriot Financial Group Insurance Agency
Massachusetts
$264K -$46.8K -1,099 -15%
BRWA
75
B. Riley Wealth Advisors
Florida
$264K +$7.2K +169 +3%
1 2
3
4 5

MOAT Hedge Fund Activity: Q2 2018 in Review

128 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar Wide Moat ETF (MOAT) for Q2 2018, worth a combined $506M — down 0.1% from $506M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of MOAT and 14 opened new positions — a net loss of 4 holders — while 36 trimmed existing stakes and 46 added.

The largest buyer was Cornerstone Wealth Management, adding an estimated $13.4M. The largest seller was TTP Investments, cutting an estimated $10.9M.

  • 128 institutional investors held VanEck Morningstar Wide Moat ETF (MOAT) as of Q2 2018, down from 134 in Q1 2018.
  • Funds reported $506M of VanEck Morningstar Wide Moat ETF stock for Q2 2018, down 0.1% quarter-over-quarter.
  • 14 funds opened new VanEck Morningstar Wide Moat ETF positions in Q2 2018 and 18 closed out, a net change of -4 holders.
  • The largest VanEck Morningstar Wide Moat ETF buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $13.4M added.
  • The largest VanEck Morningstar Wide Moat ETF seller in Q2 2018 was TTP Investments, an estimated $10.9M sold.

Based on aggregated 13F filings for Q2 2018.