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VanEck Morningstar Wide Moat ETF
MOAT

98 hedge funds and large institutions have $335M invested in VanEck Morningstar Wide Moat ETF in 2017 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 37 increasing their positions, 16 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

850% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 2

131% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 16

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

20% more funds holding

Funds holding: 82 → 98 (+16)

18% more capital invested

Capital invested by funds: $285M → $335M (+$50.2M)

0.13% more ownership

Funds ownership: 27.75% → 27.88% (+0.13%)

Holders
98
Holders Change
+16
Holders Change %
+19.51%
% of All Funds
2.44%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
19
Increased
37
Reduced
16
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$2.29M
2
Bank of America
Bank of America
North Carolina
+$2.16M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$2.02M
4
BCM
Brookstone Capital Management
Illinois
+$1.93M
5
AIP
Ahrens Investment Partners
Louisiana
+$1.57M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$4.7M
2
Creative Planning
Creative Planning
Kansas
-$790K
3
HighTower Advisors
HighTower Advisors
Illinois
-$604K
4
MWM
Meridian Wealth Management
Kentucky
-$426K
5
IA
IFP Advisors
Florida
-$345K
Name Holding Trade Value Shares
Change 		Change in
Stake
MIFH
76
Migdal Insurance & Financial Holdings
Israel
$37K – – –
NFG
77
Next Financial Group
Texas
$34K – – –
SSB
78
Sandy Spring Bank
Maryland
$32K – – –
NA
79
NewEdge Advisors
Louisiana
$28.6K +$27.9K +727 New
PRS
80
Pinkerton Retirement Specialists
Idaho
$24K +$23.6K +614 New
VWA
81
V Wealth Advisors
Kansas
$22K +$21.8K +567 New
RFM
82
Royal Fund Management
Florida
$19K – – –
DADC
83
D.A. Davidson & Co
Montana
$19K +$19.2K +500 New
UBS AM
84
UBS AM
Illinois
$18.7K – – –
Northwestern Mutual Wealth Management
85
Northwestern Mutual Wealth Management
Wisconsin
$17K -$46.8K -1,219 -74%
MLFP
86
MPS Loria Financial Planners
Illinois
$16K +$15.4K +400 New
PK
87
Pflug Koory
Nebraska
$14K – – –
PG
88
Patten Group
Tennessee
$13K – – –
BFEC
89
Benjamin F. Edwards & Company
Missouri
$12K – – –
BlackRock
90
BlackRock
New York
$10K – – –
PS
91
Portfolio Solutions
Michigan
$8K – – –
PSUF
92
People's United Financial
Connecticut
$7K – – –
GWM
93
Geneos Wealth Management
Colorado
$7K +$7.68K +200 New
GAM
94
Gemmer Asset Management
California
$5K – – –
SWA
95
Sutton Wealth Advisors
Florida
$3.96K – – –
CCM
96
Cribstone Capital Management
Maine
$2K – – –
AIM
97
Anchor Investment Management
South Carolina
$1.98K +$1.92K +50 New
BIG
98
Bellwether Investment Group
Tennessee
– -$44K -1,181 Closed
CAG
99
Crestwood Advisors Group
Massachusetts
– -$26K -671 Closed
1 2 3
4

MOAT Hedge Fund Activity: Q2 2017 in Review

98 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar Wide Moat ETF (MOAT) for Q2 2017, worth a combined $335M — up 18% from $285M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new MOAT positions and 2 closed out — a net gain of 17 holders — while 37 added to existing stakes and 16 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.29M. The largest seller was Wells Fargo, cutting an estimated $4.7M.

  • 98 institutional investors held VanEck Morningstar Wide Moat ETF (MOAT) as of Q2 2017, up from 82 in Q1 2017.
  • Funds reported $335M of VanEck Morningstar Wide Moat ETF stock for Q2 2017, up 18% quarter-over-quarter.
  • 19 funds opened new VanEck Morningstar Wide Moat ETF positions in Q2 2017 and 2 closed out, a net change of +17 holders.
  • The largest VanEck Morningstar Wide Moat ETF buyer in Q2 2017 was Morgan Stanley, an estimated $2.29M added.
  • The largest VanEck Morningstar Wide Moat ETF seller in Q2 2017 was Wells Fargo, an estimated $4.7M sold.

Based on aggregated 13F filings for Q2 2017.