VanEck Morningstar Wide Moat ETF
MOAT
71 hedge funds and large institutions have $399M invested in VanEck Morningstar Wide Moat ETF in 2015 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 29 reducing their positions, and 11 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
24% more capital invested
Capital invested by funds: $321M → $399M (+$78.4M)
11.05% more ownership
Funds ownership: 32.79% → 43.83% (+11%)
0% more funds holding
Funds holding: 71 → 71 (0)
0% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 11
28% less repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 29
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWA
SFMG Wealth Advisors
Plano,
Texas
|
+$81.7M |
| 2 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
+$9.98M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$6.16M |
| 4 |
LPL Financial
San Diego,
California
|
+$3.57M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$1.78M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$7.37M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$6.83M |
| 3 |
BTS
BB&T Securities
Richmond,
Virginia
|
-$2.9M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$2.6M |
| 5 |
AA
Ancora Advisors
Cleveland,
Ohio
|
-$1.85M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CCM
76
Coe Capital Management
Highland Park,
Illinois
| – | -$273K | -8,780 | Closed |
|
|
BRWA
77
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$109 | -3,500 | Closed |
|
|
RC
78
RegentAtlantic Capital
Morristown,
New Jersey
| – | -$13.7K | -440 | Closed |
|
|
PMFA
79
Plante Moran Financial Advisors
Southfield,
Michigan
| – | -$13K | -406 | Closed |
|
80
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$9K | -300 | Closed |
|
81
BNP Paribas Financial Markets
Paris,
France
| – | -$62 | -2 | Closed |
|
MOAT Hedge Fund Activity: Q1 2015 in Review
71 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar Wide Moat ETF (MOAT) for Q1 2015, worth a combined $399M — up 24% from $321M a quarter earlier.
Fund positioning in MOAT was balanced in Q1 2015: 11 funds opened new positions, 11 closed out, 21 added to existing stakes and 29 trimmed.
The largest buyer was SFMG Wealth Advisors, adding an estimated $81.7M. The largest seller was Bank of America, cutting an estimated $7.37M.
- 71 institutional investors held VanEck Morningstar Wide Moat ETF (MOAT) as of Q1 2015, unchanged from Q4 2014.
- Funds reported $399M of VanEck Morningstar Wide Moat ETF stock for Q1 2015, up 24% quarter-over-quarter.
- 11 funds opened new VanEck Morningstar Wide Moat ETF positions in Q1 2015 and 11 closed out, a net change of 0 holders.
- The largest VanEck Morningstar Wide Moat ETF buyer in Q1 2015 was SFMG Wealth Advisors, an estimated $81.7M added.
- The largest VanEck Morningstar Wide Moat ETF seller in Q1 2015 was Bank of America, an estimated $7.37M sold.
Based on aggregated 13F filings for Q1 2015.