VanEck Morningstar Wide Moat ETF
MOAT
72 hedge funds and large institutions have $290M invested in VanEck Morningstar Wide Moat ETF in 2015 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 30 reducing their positions, and 7 closing their positions.
29% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 7
1% more funds holding
Funds holding: 71 → 72 (+1)
0.32% more ownership
Funds ownership: 40.42% → 40.74% (+0.32%)
4% less capital invested
Capital invested by funds: $303M → $290M (-$12.2M)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
40% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 30
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$19.5M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$2.16M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
+$1.91M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.9M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.36M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNAA
Pictet North America Advisors
Geneva 73,
Switzerland
|
-$11.2M |
| 2 |
BPC
Banque Pictet & Cie
Geneva 73,
Switzerland
|
-$11M |
| 3 |
SWA
SFMG Wealth Advisors
Plano,
Texas
|
-$7.03M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$3.87M |
| 5 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$2.56M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RIA
76
Regal Investment Advisors
Kentwood,
Michigan
| – | -$5K | -210 | Closed |
|
77
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$5K | -175 | Closed |
|
78
BlackRock
New York
| – | +$357 | +12 | New |
|
MOAT Hedge Fund Activity: Q4 2015 in Review
72 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar Wide Moat ETF (MOAT) for Q4 2015, worth a combined $290M — down 4% from $303M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new MOAT positions and 7 closed out — a net gain of 2 holders — while 18 added to existing stakes and 30 trimmed.
The largest buyer was LPL Financial, adding an estimated $19.5M. The largest seller was Pictet North America Advisors, cutting an estimated $11.2M.
- 72 institutional investors held VanEck Morningstar Wide Moat ETF (MOAT) as of Q4 2015, up from 71 in Q3 2015.
- Funds reported $290M of VanEck Morningstar Wide Moat ETF stock for Q4 2015, down 4% quarter-over-quarter.
- 9 funds opened new VanEck Morningstar Wide Moat ETF positions in Q4 2015 and 7 closed out, a net change of +2 holders.
- The largest VanEck Morningstar Wide Moat ETF buyer in Q4 2015 was LPL Financial, an estimated $19.5M added.
- The largest VanEck Morningstar Wide Moat ETF seller in Q4 2015 was Pictet North America Advisors, an estimated $11.2M sold.
Based on aggregated 13F filings for Q4 2015.