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VanEck Morningstar Wide Moat ETF
MOAT

173 hedge funds and large institutions have $794M invested in VanEck Morningstar Wide Moat ETF in 2019 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 72 increasing their positions, 27 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

238% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 13

167% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 27

38% more capital invested

Capital invested by funds: $577M → $794M (+$217M)

22% more funds holding

Funds holding: 142 → 173 (+31)

1.47% more ownership

Funds ownership: 35.87% → 37.33% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

Holders
173
Holders Change
+31
Holders Change %
+21.83%
% of All Funds
3.74%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
44
Increased
72
Reduced
27
Closed
13
Calls
$7.21M
Puts
–
Net Calls
+$7.21M
Net Calls Change
+$7.21M

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$29.2M
2
TI
TTP Investments
California
+$20.4M
3
LPL Financial
LPL Financial
California
+$11.5M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$10.5M
5
Ameriprise
Ameriprise
Minnesota
+$10.4M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$7.03M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$6.01M
3
GI
Glovista Investments
New Jersey
-$5.83M
4
Jane Street
Jane Street
New York
-$1.78M
5
PCM
Penserra Capital Management
California
-$1.48M
Name Holding Trade Value Shares
Change 		Change in
Stake
BTS
51
BB&T Securities
Virginia
$1.65M +$1.29M +28,570 +414%
FA
52
FDx Advisors
Illinois
$1.61M +$1.56M +34,431 New
GC
53
Gilbert & Cook
Iowa
$1.57M -$51.2K -1,132 -3%
WS
54
Wedbush Securities
California
$1.49M +$35.6K +788 +3%
GCMG
55
Gyroscope Capital Management Group
Florida
$1.47M +$1.38M +30,470 New
MCM
56
Mengis Capital Management
Oregon
$1.38M – – –
11A
57
10-15 Associates
New York
$1.31M +$1.27M +28,095 New
PMG
58
ProVise Management Group
Florida
$1.22M -$10.8K -240 -0.9%
Northern Trust
59
Northern Trust
Illinois
$1.2M -$1.81K -40 -0.2%
MA
60
Mutual Advisors
Nebraska
$1.15M +$1.12M +24,749 New
VWM
61
Venturi Wealth Management
Texas
$1.11M +$10.8K +240 +1%
PP
62
Professional Planning
California
$1.04M -$80K -1,769 -7%
PAS
63
Partnervest Advisory Services
California
$973K +$105K +2,332 +13%
CWM
64
Cornerstone Wealth Management
Missouri
$956K -$18.5K -410 -5%
FEG
65
Financial Enhancement Group
Indiana
$881K +$854K +18,897 New
BAM
66
Belpointe Asset Management
Nevada
$870K +$596K +13,190 +135%
GTAM
67
Global Trust Asset Management
Florida
$856K +$425K +9,400 +105%
FAAS
68
First Allied Advisory Services
California
$850K – – –
Millennium Management
69
Millennium Management
New York
$828K +$802K +17,745 New
AI
70
Atria Investments
North Carolina
$814K +$36.1K +798 +5%
SG
71
StoneX Group
New York
$804K +$136K +3,000 +21%
HighTower Advisors
72
HighTower Advisors
Illinois
$769K +$41.5K +919 +6%
IA
73
IFP Advisors
Florida
$741K -$844K -18,684 -54%
I
74
IberiaBank
Louisiana
$729K – – –
BUB
75
BBVA USA Bancshares
Texas
$726K +$69.4K +1,535 +11%
1 2
3
4 5

MOAT Hedge Fund Activity: Q1 2019 in Review

173 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar Wide Moat ETF (MOAT) for Q1 2019, worth a combined $794M — up 38% from $577M a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new MOAT positions and 13 closed out — a net gain of 31 holders — while 72 added to existing stakes and 27 trimmed.

The largest buyer was Bank of America, adding an estimated $29.2M. The largest seller was Morgan Stanley, cutting an estimated $7.03M.

  • 173 institutional investors held VanEck Morningstar Wide Moat ETF (MOAT) as of Q1 2019, up from 142 in Q4 2018.
  • Funds reported $794M of VanEck Morningstar Wide Moat ETF stock for Q1 2019, up 38% quarter-over-quarter.
  • 44 funds opened new VanEck Morningstar Wide Moat ETF positions in Q1 2019 and 13 closed out, a net change of +31 holders.
  • The largest VanEck Morningstar Wide Moat ETF buyer in Q1 2019 was Bank of America, an estimated $29.2M added.
  • The largest VanEck Morningstar Wide Moat ETF seller in Q1 2019 was Morgan Stanley, an estimated $7.03M sold.

Based on aggregated 13F filings for Q1 2019.