VanEck Morningstar Wide Moat ETF
MOAT
78 hedge funds and large institutions have $246M invested in VanEck Morningstar Wide Moat ETF in 2016 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 32 increasing their positions, 8 reducing their positions, and 7 closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 8
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
200% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 7
39% more capital invested
Capital invested by funds: $177M → $246M (+$68.7M)
22% more funds holding
Funds holding: 64 → 78 (+14)
5.58% more ownership
Funds ownership: 23.63% → 29.21% (+5.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JFA
JNBA Financial Advisors
Bloomington,
Minnesota
|
+$29.5M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$6.09M |
| 3 |
Jane Street
New York
|
+$4.05M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$3.62M |
| 5 |
Morgan Stanley
New York
|
+$2.56M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SG Americas Securities
New York
|
-$251K |
| 2 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$248K |
| 3 |
Millennium Management
New York
|
-$232K |
| 4 |
RC
Roundview Capital
Princeton,
New Jersey
|
-$49.9K |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
-$34.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SWA
76
Sutton Wealth Advisors
Tampa,
Florida
| $3.48K | – | – | – |
|
|
PK
77
Pflug Koory
Omaha,
Nebraska
| $12 | +$12.3K | +356 | New |
|
|
CAN
78
Cetera Advisor Networks
El Segundo,
California
| – | -$248K | -7,288 | Closed |
|
|
79
Millennium Management
New York
| – | -$232K | -6,818 | Closed |
|
|
GAM
80
Gemmer Asset Management
Walnut Creek,
California
| – | -$24K | -700 | Closed |
|
|
MWP
81
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
| – | -$17K | -500 | Closed |
|
|
S
82
SignatureFD
Atlanta,
Georgia
| – | -$14K | -399 | Closed |
|
83
Mariner
Overland Park,
Kansas
| – | -$11K | -311 | Closed |
|
|
RFA
84
Reilly Financial Advisors
La Mesa,
California
| – | -$3K | -80 | Closed |
|
MOAT Hedge Fund Activity: Q4 2016 in Review
78 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar Wide Moat ETF (MOAT) for Q4 2016, worth a combined $246M — up 39% from $177M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new MOAT positions and 7 closed out — a net gain of 14 holders — while 32 added to existing stakes and 8 trimmed.
The largest buyer was JNBA Financial Advisors, adding an estimated $29.5M. The largest seller was SG Americas Securities, cutting an estimated $251K.
- 78 institutional investors held VanEck Morningstar Wide Moat ETF (MOAT) as of Q4 2016, up from 64 in Q3 2016.
- Funds reported $246M of VanEck Morningstar Wide Moat ETF stock for Q4 2016, up 39% quarter-over-quarter.
- 21 funds opened new VanEck Morningstar Wide Moat ETF positions in Q4 2016 and 7 closed out, a net change of +14 holders.
- The largest VanEck Morningstar Wide Moat ETF buyer in Q4 2016 was JNBA Financial Advisors, an estimated $29.5M added.
- The largest VanEck Morningstar Wide Moat ETF seller in Q4 2016 was SG Americas Securities, an estimated $251K sold.
Based on aggregated 13F filings for Q4 2016.