VanEck Morningstar Wide Moat ETF
MOAT
131 hedge funds and large institutions have $477M invested in VanEck Morningstar Wide Moat ETF in 2018 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 53 increasing their positions, 27 reducing their positions, and 12 closing their positions.
96% more repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 27
25% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 12
2% more funds holding
Funds holding: 128 → 131 (+3)
5.21% less ownership
Funds ownership: 36.18% → 30.97% (-5.2%)
6% less capital invested
Capital invested by funds: $506M → $477M (-$28.3M)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Barometer Capital Management
Toronto,
Ontario, Canada
|
+$5.33M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$3.67M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$2.85M |
| 4 |
SWA
SFMG Wealth Advisors
Plano,
Texas
|
+$2.2M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.98M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JFA
JNBA Financial Advisors
Bloomington,
Minnesota
|
-$45M |
| 2 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
-$24.4M |
| 3 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$12.8M |
| 4 |
TI
TTP Investments
San Jose,
California
|
-$6.76M |
| 5 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$3.57M |
MOAT Hedge Fund Activity: Q3 2018 in Review
131 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar Wide Moat ETF (MOAT) for Q3 2018, worth a combined $477M — down 5.6% from $506M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new MOAT positions and 12 closed out — a net gain of 3 holders — while 53 added to existing stakes and 27 trimmed.
The largest buyer was Barometer Capital Management, opening a new position worth an estimated $5.33M. The largest seller was JNBA Financial Advisors, exiting entirely with an estimated $45M sold.
- 131 institutional investors held VanEck Morningstar Wide Moat ETF (MOAT) as of Q3 2018, up from 128 in Q2 2018.
- Funds reported $477M of VanEck Morningstar Wide Moat ETF stock for Q3 2018, down 5.6% quarter-over-quarter.
- 15 funds opened new VanEck Morningstar Wide Moat ETF positions in Q3 2018 and 12 closed out, a net change of +3 holders.
- The largest VanEck Morningstar Wide Moat ETF buyer in Q3 2018 was Barometer Capital Management, an estimated $5.33M added.
- The largest VanEck Morningstar Wide Moat ETF seller in Q3 2018 was JNBA Financial Advisors, an estimated $45M sold.
Based on aggregated 13F filings for Q3 2018.