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VanEck Morningstar Wide Moat ETF
MOAT

178 hedge funds and large institutions have $999M invested in VanEck Morningstar Wide Moat ETF in 2019 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 74 increasing their positions, 45 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 45

33% more funds holding in top 10

Funds holding in top 10: 9 → 12 (+3)

10% more capital invested

Capital invested by funds: $911M → $999M (+$88.6M)

6% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 18

0.45% more ownership

Funds ownership: 39.45% → 39.9% (+0.45%)

0% more funds holding

Funds holding: 178 → 178 (0)

Holders
178
Holders Change
–
Holders Change %
0%
% of All Funds
3.9%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.26%
New
19
Increased
74
Reduced
45
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$24.5M
2
Bank of America
Bank of America
North Carolina
+$17.2M
3
CFG
CMC Financial Group
Georgia
+$10.3M
4
RJA
Raymond James & Associates
Florida
+$8.26M
5
DAS
Dynamic Advisor Solutions
Arizona
+$7.04M

Top Sellers

1
OIA
OneDigital Investment Advisors
Kansas
-$28.2M
2
SWA
SFMG Wealth Advisors
Texas
-$7.49M
3
Cerity Partners
Cerity Partners
New York
-$4.07M
4
TRCT
Tower Research Capital (TRC)
New York
-$3.62M
5
FTS
Fifth Third Securities
Ohio
-$3.41M
Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
51
Avalon Capital Management
California
$2.64M -$79.5K -1,622 -3%
IWM
52
IHT Wealth Management
Illinois
$2.4M -$30.7K -627 -1%
MML Investors Services
53
MML Investors Services
Massachusetts
$2.28M -$14.6K -298 -0.7%
TP
54
Tranquility Partners
Tennessee
$2.27M +$19.7K +401 +0.9%
FAIM
55
Financial Advocates Investment Management
Washington
$2.26M +$1.16M +23,702 +111%
MC
56
Moors & Cabot
Massachusetts
$2.17M +$291K +5,935 +16%
Citigroup
57
Citigroup
New York
$1.9M +$53.6K +1,093 +3%
11A
58
10-15 Associates
New York
$1.75M +$286K +5,842 +20%
TPWA
59
TRUE Private Wealth Advisors
Oregon
$1.72M -$3.23K -66 -0.2%
GTAM
60
Global Trust Asset Management
Florida
$1.52M +$597K +12,189 +68%
WS
61
Wedbush Securities
California
$1.51M -$105K -2,138 -7%
GC
62
Gilbert & Cook
Iowa
$1.48M -$22.5K -460 -2%
MCM
63
Mengis Capital Management
Oregon
$1.45M – – –
PMG
64
ProVise Management Group
Florida
$1.37M +$237K +4,840 +22%
VWA
65
V Wealth Advisors
Kansas
$1.2M +$1.18M +23,987 New
VWM
66
Venturi Wealth Management
Texas
$1.18M – – –
PS
67
Portfolio Strategies
New York
$1.18M +$829K +16,905 +259%
PAS
68
Partnervest Advisory Services
California
$1.14M -$19.9K -406 -2%
PP
69
Professional Planning
California
$1.13M -$33.7K -687 -3%
FAAS
70
First Allied Advisory Services
California
$1.13M +$135K +2,750 +14%
BFO
71
Boston Family Office
Massachusetts
$1.13M +$53.6K +1,093 +5%
RC
72
Roundview Capital
New Jersey
$1.12M +$173K +3,531 +19%
GIA
73
Gladstone Institutional Advisory
Florida
$1.09M -$30.7K -627 -3%
AI
74
Atria Investments
North Carolina
$1.08M +$153K +3,115 +17%
HighTower Advisors
75
HighTower Advisors
Illinois
$1.08M +$234K +4,769 +29%
1 2
3
4 5

MOAT Hedge Fund Activity: Q3 2019 in Review

178 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar Wide Moat ETF (MOAT) for Q3 2019, worth a combined $999M — up 9.7% from $911M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new MOAT positions and 18 closed out — a net gain of 1 holder — while 74 added to existing stakes and 45 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $24.5M. The largest seller was OneDigital Investment Advisors, cutting an estimated $28.2M.

  • 178 institutional investors held VanEck Morningstar Wide Moat ETF (MOAT) as of Q3 2019, unchanged from Q2 2019.
  • Funds reported $999M of VanEck Morningstar Wide Moat ETF stock for Q3 2019, up 9.7% quarter-over-quarter.
  • 19 funds opened new VanEck Morningstar Wide Moat ETF positions in Q3 2019 and 18 closed out, a net change of +1 holder.
  • The largest VanEck Morningstar Wide Moat ETF buyer in Q3 2019 was Northwestern Mutual Wealth Management, an estimated $24.5M added.
  • The largest VanEck Morningstar Wide Moat ETF seller in Q3 2019 was OneDigital Investment Advisors, an estimated $28.2M sold.

Based on aggregated 13F filings for Q3 2019.