VanEck Morningstar Wide Moat ETF
MOAT
71 hedge funds and large institutions have $321M invested in VanEck Morningstar Wide Moat ETF in 2014 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 37 increasing their positions, 10 reducing their positions, and 6 closing their positions.
270% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 10
233% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 6
20% more funds holding
Funds holding: 59 → 71 (+12)
8% more capital invested
Capital invested by funds: $298M → $321M (+$22.5M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
1.9% less ownership
Funds ownership: 34.68% → 32.79% (-1.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$7.52M |
| 2 |
SWA
SFMG Wealth Advisors
Plano,
Texas
|
+$4.62M |
| 3 |
JFA
JNBA Financial Advisors
Bloomington,
Minnesota
|
+$1.56M |
| 4 |
Morgan Stanley
New York
|
+$1.5M |
| 5 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
+$1.45M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Schroder Investment Management Group
London,
United Kingdom
|
-$6.22M |
| 2 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$2.94M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.88M |
| 4 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$1.71M |
| 5 |
Jane Street
New York
|
-$820K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PTC
76
Private Trust Company
Cleveland,
Ohio
| – | -$8K | -260 | Closed |
|
77
Parallax Volatility Advisers
San Francisco,
California
| – | +$31 | +1 | New |
|
MOAT Hedge Fund Activity: Q4 2014 in Review
71 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar Wide Moat ETF (MOAT) for Q4 2014, worth a combined $321M — up 7.5% from $298M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new MOAT positions and 6 closed out — a net gain of 14 holders — while 37 added to existing stakes and 10 trimmed.
The largest buyer was Wells Fargo, adding an estimated $7.52M. The largest seller was Schroder Investment Management Group, exiting entirely with an estimated $6.22M sold.
- 71 institutional investors held VanEck Morningstar Wide Moat ETF (MOAT) as of Q4 2014, up from 59 in Q3 2014.
- Funds reported $321M of VanEck Morningstar Wide Moat ETF stock for Q4 2014, up 7.5% quarter-over-quarter.
- 20 funds opened new VanEck Morningstar Wide Moat ETF positions in Q4 2014 and 6 closed out, a net change of +14 holders.
- The largest VanEck Morningstar Wide Moat ETF buyer in Q4 2014 was Wells Fargo, an estimated $7.52M added.
- The largest VanEck Morningstar Wide Moat ETF seller in Q4 2014 was Schroder Investment Management Group, an estimated $6.22M sold.
Based on aggregated 13F filings for Q4 2014.