VanEck Morningstar Wide Moat ETF
MOAT
178 hedge funds and large institutions have $911M invested in VanEck Morningstar Wide Moat ETF in 2019 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 84 increasing their positions, 32 reducing their positions, and 17 closing their positions.
163% more repeat investments, than reductions
Existing positions increased: 84 | Existing positions reduced: 32
35% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 17
29% more funds holding in top 10
Funds holding in top 10: 7 → 9 (+2)
15% more capital invested
Capital invested by funds: $794M → $911M (+$116M)
3% more funds holding
Funds holding: 173 → 178 (+5)
2.12% more ownership
Funds ownership: 37.33% → 39.45% (+2.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$34.3M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$16.6M |
| 3 |
Morgan Stanley
New York
|
+$14.3M |
| 4 |
Cerity Partners
New York
|
+$9.81M |
| 5 |
CWG
Cornerstone Wealth Group
Huntersville,
North Carolina
|
+$9.25M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$29.1M |
| 2 |
Goldman Sachs
New York
|
-$9.58M |
| 3 |
BCM
Barometer Capital Management
Toronto,
Ontario, Canada
|
-$4.23M |
| 4 |
Lazard Asset Management
New York
|
-$2.25M |
| 5 |
TPWA
TRUE Private Wealth Advisors
Salem,
Oregon
|
-$1.72M |
MOAT Hedge Fund Activity: Q2 2019 in Review
178 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar Wide Moat ETF (MOAT) for Q2 2019, worth a combined $911M — up 15% from $794M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new MOAT positions and 17 closed out — a net gain of 6 holders — while 84 added to existing stakes and 32 trimmed.
The largest buyer was OneDigital Investment Advisors, adding an estimated $34.3M. The largest seller was UBS Group, cutting an estimated $29.1M.
- 178 institutional investors held VanEck Morningstar Wide Moat ETF (MOAT) as of Q2 2019, up from 173 in Q1 2019.
- Funds reported $911M of VanEck Morningstar Wide Moat ETF stock for Q2 2019, up 15% quarter-over-quarter.
- 23 funds opened new VanEck Morningstar Wide Moat ETF positions in Q2 2019 and 17 closed out, a net change of +6 holders.
- The largest VanEck Morningstar Wide Moat ETF buyer in Q2 2019 was OneDigital Investment Advisors, an estimated $34.3M added.
- The largest VanEck Morningstar Wide Moat ETF seller in Q2 2019 was UBS Group, an estimated $29.1M sold.
Based on aggregated 13F filings for Q2 2019.