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VanEck Morningstar Wide Moat ETF
MOAT

142 hedge funds and large institutions have $577M invested in VanEck Morningstar Wide Moat ETF in 2018 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 62 increasing their positions, 22 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

182% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 22

74% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 19

40% more funds holding in top 10

Funds holding in top 10: 5 → 7 (+2)

21% more capital invested

Capital invested by funds: $477M → $577M (+$99.8M)

8% more funds holding

Funds holding: 131 → 142 (+11)

4.9% more ownership

Funds ownership: 30.97% → 35.87% (+4.9%)

Holders
142
Holders Change
+11
Holders Change %
+8.4%
% of All Funds
3.16%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.16%
New
33
Increased
62
Reduced
22
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JFA
JNBA Financial Advisors
Minnesota
+$42.5M
2
Morgan Stanley
Morgan Stanley
New York
+$33.4M
3
OIA
OneDigital Investment Advisors
Kansas
+$26.7M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$14.7M
5
BCI
Brinker Capital Investments
Pennsylvania
+$12.6M

Top Sellers

Rank Fund Capital Flow
1
TI
TTP Investments
California
-$33.1M
2
CWM
Cornerstone Wealth Management
Missouri
-$10.5M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$2.07M
4
SG Americas Securities
SG Americas Securities
New York
-$1.71M
5
FA
FDx Advisors
Illinois
-$1.59M
Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
51
Mengis Capital Management
Oregon
$1.22M – – –
PMG
52
ProVise Management Group
Florida
$1.09M +$4.45K +100 +0.4%
Northern Trust
53
Northern Trust
Illinois
$1.06M -$696K -15,653 -38%
VWM
54
Venturi Wealth Management
Texas
$939K +$1.04M +23,337 New
PP
55
Professional Planning
California
$911K +$262K +5,882 +32%
HSBC Holdings
56
HSBC Holdings
United Kingdom
$832K +$898K +20,206 New
PAS
57
Partnervest Advisory Services
California
$763K +$202K +4,542 +32%
FAAS
58
First Allied Advisory Services
California
$750K -$8.18K -184 -1%
AG
59
Advisor Group
Arizona
$745K -$26.8K -602 -3%
AI
60
Atria Investments
North Carolina
$685K +$12.5K +281 +2%
I
61
IberiaBank
Louisiana
$643K +$695K +15,625 New
HighTower Advisors
62
HighTower Advisors
Illinois
$640K +$54.1K +1,216 +8%
SG
63
StoneX Group
New York
$587K +$800 +18 +0.1%
BUB
64
BBVA USA Bancshares
Texas
$577K +$74.9K +1,684 +14%
CAN
65
Claraphi Advisory Network
United States
$570K +$300K +6,753 +95%
HCIA
66
Hochman Cole Investment Advisors
Illinois
$562K -$205K -4,612 -25%
OSNBOA
67
Old Second National Bank of Aurora
Illinois
$556K – – –
WTC
68
WhitTier Trust Company
Nevada
$516K – – –
JMPWA
69
JP Morgan Private Wealth Advisors
California
$500K +$540K +12,143 New
QAM
70
Questar Asset Management
Minnesota
$490K +$529K +11,900 New
OC
71
Oppenheimer & Co
New York
$462K +$2.58K +58 +0.5%
RC
72
Roundview Capital
New Jersey
$456K +$6.45K +145 +1%
WI
73
Wintrust Investments
Illinois
$455K – – –
PG
74
Patten Group
Tennessee
$446K +$71.8K +1,614 +17%
MAS
75
Madden Advisory Services
Florida
$441K +$477K +10,720 New
1 2
3
4 5

MOAT Hedge Fund Activity: Q4 2018 in Review

142 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar Wide Moat ETF (MOAT) for Q4 2018, worth a combined $577M — up 21% from $477M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new MOAT positions and 19 closed out — a net gain of 14 holders — while 62 added to existing stakes and 22 trimmed.

The largest buyer was JNBA Financial Advisors, opening a new position worth an estimated $42.5M. The largest seller was TTP Investments, cutting an estimated $33.1M.

  • 142 institutional investors held VanEck Morningstar Wide Moat ETF (MOAT) as of Q4 2018, up from 131 in Q3 2018.
  • Funds reported $577M of VanEck Morningstar Wide Moat ETF stock for Q4 2018, up 21% quarter-over-quarter.
  • 33 funds opened new VanEck Morningstar Wide Moat ETF positions in Q4 2018 and 19 closed out, a net change of +14 holders.
  • The largest VanEck Morningstar Wide Moat ETF buyer in Q4 2018 was JNBA Financial Advisors, an estimated $42.5M added.
  • The largest VanEck Morningstar Wide Moat ETF seller in Q4 2018 was TTP Investments, an estimated $33.1M sold.

Based on aggregated 13F filings for Q4 2018.