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VanEck Morningstar Wide Moat ETF
MOAT

128 hedge funds and large institutions have $506M invested in VanEck Morningstar Wide Moat ETF in 2018 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 46 increasing their positions, 36 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 36

0% less capital invested

Capital invested by funds: $506M → $506M (-$487K)

0.85% less ownership

Funds ownership: 37.03% → 36.18% (-0.85%)

4% less funds holding

Funds holding: 134 → 128 (-6)

22% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 18

25% less funds holding in top 10

Funds holding in top 10: 8 → 6 (-2)

Holders
128
Holders Change
-6
Holders Change %
-4.48%
% of All Funds
2.93%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.14%
New
14
Increased
46
Reduced
36
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
Cornerstone Wealth Management
Missouri
+$13.4M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.52M
3
OIA
OneDigital Investment Advisors
Kansas
+$1.26M
4
Northern Trust
Northern Trust
Illinois
+$1.25M
5
SWA
SFMG Wealth Advisors
Texas
+$1.19M

Top Sellers

1
TI
TTP Investments
California
-$10.9M
2
PS
Portfolio Strategies
New York
-$7.74M
3
LPL Financial
LPL Financial
California
-$3.73M
4
AW
ACG Wealth
Georgia
-$2.92M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$2.28M
Name Holding Trade Value Shares
Change 		Change in
Stake
BFO
76
Boston Family Office
Massachusetts
$262K -$1.28K -30 -0.5%
AA
77
Ancora Advisors
Ohio
$260K – – –
IWM
78
IHT Wealth Management
Illinois
$260K +$9.07K +213 +4%
CWA
79
Clarus Wealth Advisors
Arizona
$253K – – –
MC
80
Moors & Cabot
Massachusetts
$248K – – –
PAS
81
Park Avenue Securities
New York
$247K +$5.32K +125 +2%
WF
82
Welch & Forbes
Massachusetts
$238K – – –
Schroder Investment Management Group
83
Schroder Investment Management Group
United Kingdom
$224K +$219K +5,135 New
SB
84
Suntrust Banks
Georgia
$222K -$2.98K -70 -1%
PP
85
Prudential plc
United Kingdom
$222K +$217K +5,100 New
BCM
86
Beck Capital Management
Texas
$204K -$27.7K -650 -12%
ADL
87
Asset Dedication LLC
California
$169K – – –
PFPT
88
Pinnacle Financial Partners (Tennessee)
Tennessee
$151K -$8.43K -198 -5%
CF
89
Centaurus Financial
California
$141K +$138K +3,232 New
NL
90
NVWM LLC
Pennsylvania
$137K – – –
MIFH
91
Migdal Insurance & Financial Holdings
Israel
$116K +$58.4K +1,370 +107%
US Bancorp
92
US Bancorp
Minnesota
$104K -$201K -4,730 -66%
BCA
93
Bay Colony Advisors
Massachusetts
$88K +$86K +2,020 New
Manulife (Manufacturers Life Insurance)
94
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$65K +$24.6K +577 +63%
GWM
95
Geneos Wealth Management
Colorado
$64K +$3.41K +80 +6%
CCM
96
Covington Capital Management
California
$64K +$4.26K +100 +7%
WWMSC
97
Wagner Wealth Management (South Carolina)
South Carolina
$61K – – –
APA
98
American Portfolios Advisors
New York
$56.6K +$37K +869 +202%
SEI Investments
99
SEI Investments
Pennsylvania
$55K – – –
MCM
100
Mainstay Capital Management
Michigan
$50K -$46.6K -1,094 -49%
2 3
4
5 6

MOAT Hedge Fund Activity: Q2 2018 in Review

128 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar Wide Moat ETF (MOAT) for Q2 2018, worth a combined $506M — down 0.1% from $506M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of MOAT and 14 opened new positions — a net loss of 4 holders — while 36 trimmed existing stakes and 46 added.

The largest buyer was Cornerstone Wealth Management, adding an estimated $13.4M. The largest seller was TTP Investments, cutting an estimated $10.9M.

  • 128 institutional investors held VanEck Morningstar Wide Moat ETF (MOAT) as of Q2 2018, down from 134 in Q1 2018.
  • Funds reported $506M of VanEck Morningstar Wide Moat ETF stock for Q2 2018, down 0.1% quarter-over-quarter.
  • 14 funds opened new VanEck Morningstar Wide Moat ETF positions in Q2 2018 and 18 closed out, a net change of -4 holders.
  • The largest VanEck Morningstar Wide Moat ETF buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $13.4M added.
  • The largest VanEck Morningstar Wide Moat ETF seller in Q2 2018 was TTP Investments, an estimated $10.9M sold.

Based on aggregated 13F filings for Q2 2018.