VanEck Morningstar Wide Moat ETF
MOAT
134 hedge funds and large institutions have $506M invested in VanEck Morningstar Wide Moat ETF in 2018 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 47 increasing their positions, 32 reducing their positions, and 7 closing their positions.
300% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 7
47% more repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 32
19% more funds holding
Funds holding: 113 → 134 (+21)
14% more funds holding in top 10
Funds holding in top 10: 7 → 8 (+1)
2% more capital invested
Capital invested by funds: $498M → $506M (+$8.28M)
0.48% less ownership
Funds ownership: 37.51% → 37.03% (-0.48%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$6.78M |
| 2 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$3.55M |
| 3 |
Jane Street
New York
|
+$3.3M |
| 4 |
Morgan Stanley
New York
|
+$3.21M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LFAS
Level Four Advisory Services
Dallas,
Texas
|
-$6.26M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$2.44M |
| 3 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
-$2.27M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$1.54M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$1.47M |
MOAT Hedge Fund Activity: Q1 2018 in Review
134 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar Wide Moat ETF (MOAT) for Q1 2018, worth a combined $506M — up 1.7% from $498M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new MOAT positions and 7 closed out — a net gain of 21 holders — while 47 added to existing stakes and 32 trimmed.
The largest buyer was LPL Financial, adding an estimated $6.78M. The largest seller was Level Four Advisory Services, cutting an estimated $6.26M.
- 134 institutional investors held VanEck Morningstar Wide Moat ETF (MOAT) as of Q1 2018, up from 113 in Q4 2017.
- Funds reported $506M of VanEck Morningstar Wide Moat ETF stock for Q1 2018, up 1.7% quarter-over-quarter.
- 28 funds opened new VanEck Morningstar Wide Moat ETF positions in Q1 2018 and 7 closed out, a net change of +21 holders.
- The largest VanEck Morningstar Wide Moat ETF buyer in Q1 2018 was LPL Financial, an estimated $6.78M added.
- The largest VanEck Morningstar Wide Moat ETF seller in Q1 2018 was Level Four Advisory Services, an estimated $6.26M sold.
Based on aggregated 13F filings for Q1 2018.