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VanEck Morningstar Wide Moat ETF
MOAT

113 hedge funds and large institutions have $498M invested in VanEck Morningstar Wide Moat ETF in 2017 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 39 increasing their positions, 28 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 8

75% more funds holding in top 10

Funds holding in top 10: 4 → 7 (+3)

39% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 28

36% more capital invested

Capital invested by funds: $366M → $498M (+$132M)

14% more funds holding

Funds holding: 99 → 113 (+14)

9.25% more ownership

Funds ownership: 28.25% → 37.51% (+9.3%)

Holders
113
Holders Change
+14
Holders Change %
+14.14%
% of All Funds
2.56%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.16%
New
22
Increased
39
Reduced
28
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWA
SFMG Wealth Advisors
Texas
+$47.4M
2
LPL Financial
LPL Financial
California
+$3.31M
3
AW
ACG Wealth
Georgia
+$2.62M
4
Bank of America
Bank of America
North Carolina
+$2.5M
5
LTFS
Ladenburg Thalmann Financial Services
Florida
+$1.59M

Top Sellers

1
NPC
National Planning Corporation
California
-$3.96M
2
UBS Group
UBS Group
Switzerland
-$2.73M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$2.63M
4
VF
Virtu Financial
New York
-$2.04M
5
Wells Fargo
Wells Fargo
California
-$1.62M
Name Holding Trade Value Shares
Change 		Change in
Stake
BRWA
76
B. Riley Wealth Advisors
Florida
$233K -$4.25K -103 -2%
WF
77
Welch & Forbes
Massachusetts
$232K – – –
BCM
78
Beck Capital Management
Texas
$226K – – –
CWA
79
Clarus Wealth Advisors
Arizona
$218K +$212K +5,127 New
SB
80
Suntrust Banks
Georgia
$216K – – –
BFO
81
Boston Family Office
Massachusetts
$203K +$198K +4,785 New
ADL
82
Asset Dedication LLC
California
$165K – – –
US Bancorp
83
US Bancorp
Minnesota
$141K -$6.27K -152 -4%
NL
84
NVWM LLC
Pennsylvania
$135K +$131K +3,182 New
PG
85
Patten Group
Tennessee
$128K +$111K +2,698 +843%
CA
86
Calton & Associates
Florida
$71K +$64.8K +1,570 New
SEI Investments
87
SEI Investments
Pennsylvania
$64K -$411K -9,959 -87%
WWMSC
88
Wagner Wealth Management (South Carolina)
South Carolina
$62K +$57.8K +1,400 New
CCM
89
Covington Capital Management
California
$59K – – –
GWM
90
Geneos Wealth Management
Colorado
$59K – – –
FBT
91
First Bank & Trust
South Dakota
$55K – – –
AWA
92
Acorn Wealth Advisors
Michigan
$54K +$51.2K +1,241 New
SWP
93
Stratos Wealth Partners
Ohio
$50K +$48.2K +1,168 New
MCM
94
Mainstay Capital Management
Michigan
$50K +$48.5K +1,174 New
UBS AM
95
UBS AM
Illinois
$34.3K +$13.8K +334 +70%
PGWM
96
Parisi Gray Wealth Management
New Jersey
$30K +$28.9K +700 New
MIFH
97
Migdal Insurance & Financial Holdings
Israel
$28K -$10.9K -265 -29%
AF
98
Advisornet Financial
Minnesota
$25K +$24.8K +600 New
RFM
99
Royal Fund Management
Florida
$21K +$289 +7 +1%
SP
100
SWS Partners
Ohio
$21K +$20.6K +498 New
1 2 3
4
5

MOAT Hedge Fund Activity: Q4 2017 in Review

113 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar Wide Moat ETF (MOAT) for Q4 2017, worth a combined $498M — up 36% from $366M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new MOAT positions and 8 closed out — a net gain of 14 holders — while 39 added to existing stakes and 28 trimmed.

The largest buyer was SFMG Wealth Advisors, opening a new position worth an estimated $47.4M. The largest seller was National Planning Corporation, exiting entirely with an estimated $3.96M sold.

  • 113 institutional investors held VanEck Morningstar Wide Moat ETF (MOAT) as of Q4 2017, up from 99 in Q3 2017.
  • Funds reported $498M of VanEck Morningstar Wide Moat ETF stock for Q4 2017, up 36% quarter-over-quarter.
  • 22 funds opened new VanEck Morningstar Wide Moat ETF positions in Q4 2017 and 8 closed out, a net change of +14 holders.
  • The largest VanEck Morningstar Wide Moat ETF buyer in Q4 2017 was SFMG Wealth Advisors, an estimated $47.4M added.
  • The largest VanEck Morningstar Wide Moat ETF seller in Q4 2017 was National Planning Corporation, an estimated $3.96M sold.

Based on aggregated 13F filings for Q4 2017.