VanEck Morningstar Wide Moat ETF
MOAT
62 hedge funds and large institutions have $207M invested in VanEck Morningstar Wide Moat ETF in 2016 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 21 increasing their positions, 13 reducing their positions, and 15 closing their positions.
62% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 13
2% more funds holding
Funds holding: 61 → 62 (+1)
7% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 15
2.99% less ownership
Funds ownership: 32.93% → 29.94% (-3%)
7% less capital invested
Capital invested by funds: $223M → $207M (-$16.6M)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$16.5M |
| 2 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$8.77M |
| 3 |
NPC
National Planning Corporation
El Segundo,
California
|
+$3.16M |
| 4 |
BCM
Barometer Capital Management
Toronto,
Ontario, Canada
|
+$1.96M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.43M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$35.2M |
| 2 |
SWA
SFMG Wealth Advisors
Plano,
Texas
|
-$21.8M |
| 3 |
PNAA
Pictet North America Advisors
Geneva 73,
Switzerland
|
-$3.05M |
| 4 |
BPC
Banque Pictet & Cie
Geneva 73,
Switzerland
|
-$2.56M |
| 5 |
VF
Virtu Financial
New York
|
-$1.97M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PSUF
76
People's United Financial
Bridgeport,
Connecticut
| – | -$6K | -180 | Closed |
|
77
Parallax Volatility Advisers
San Francisco,
California
| – | +$32 | +1 | New |
|
MOAT Hedge Fund Activity: Q2 2016 in Review
62 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar Wide Moat ETF (MOAT) for Q2 2016, worth a combined $207M — down 7.4% from $223M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new MOAT positions and 15 closed out — a net gain of 1 holder — while 21 added to existing stakes and 13 trimmed.
The largest buyer was Goldman Sachs, opening a new position worth an estimated $16.5M. The largest seller was LPL Financial, cutting an estimated $35.2M.
- 62 institutional investors held VanEck Morningstar Wide Moat ETF (MOAT) as of Q2 2016, up from 61 in Q1 2016.
- Funds reported $207M of VanEck Morningstar Wide Moat ETF stock for Q2 2016, down 7.4% quarter-over-quarter.
- 16 funds opened new VanEck Morningstar Wide Moat ETF positions in Q2 2016 and 15 closed out, a net change of +1 holder.
- The largest VanEck Morningstar Wide Moat ETF buyer in Q2 2016 was Goldman Sachs, an estimated $16.5M added.
- The largest VanEck Morningstar Wide Moat ETF seller in Q2 2016 was LPL Financial, an estimated $35.2M sold.
Based on aggregated 13F filings for Q2 2016.