VanEck Morningstar Wide Moat ETF
MOAT
99 hedge funds and large institutions have $366M invested in VanEck Morningstar Wide Moat ETF in 2017 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 42 increasing their positions, 14 reducing their positions, and 11 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 14
27% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 11
9% more capital invested
Capital invested by funds: $335M → $366M (+$30.5M)
1% more funds holding
Funds holding: 98 → 99 (+1)
0.38% more ownership
Funds ownership: 27.88% → 28.25% (+0.38%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$5.69M |
| 2 |
JFA
JNBA Financial Advisors
Bloomington,
Minnesota
|
+$4.04M |
| 3 |
Morgan Stanley
New York
|
+$3.52M |
| 4 |
LFAS
Level Four Advisory Services
Dallas,
Texas
|
+$2.91M |
| 5 |
VF
Virtu Financial
New York
|
+$2.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$8.52M |
| 2 |
NPC
National Planning Corporation
El Segundo,
California
|
-$1.52M |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$736K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$510K |
| 5 |
MWM
Meridian Wealth Management
Lexington,
Kentucky
|
-$448K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Creative Planning
Overland Park,
Kansas
| – | -$179K | -4,520 | Closed |
|
|
SF
102
Synovus Financial
Columbus,
Georgia
| – | -$116K | -2,900 | Closed |
|
|
NFG
103
Next Financial Group
Houston,
Texas
| – | -$34K | -870 | Closed |
|
|
NA
104
NewEdge Advisors
New Orleans,
Louisiana
| – | -$28.6K | -727 | Closed |
|
|
PRS
105
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
| – | -$24K | -614 | Closed |
|
|
VWA
106
V Wealth Advisors
Overland Park,
Kansas
| – | -$22K | -567 | Closed |
|
|
DADC
107
D.A. Davidson & Co
Great Falls,
Montana
| – | -$19K | -500 | Closed |
|
|
MLFP
108
MPS Loria Financial Planners
Burr Ridge,
Illinois
| – | -$16K | -400 | Closed |
|
|
PSUF
109
People's United Financial
Bridgeport,
Connecticut
| – | -$7K | -180 | Closed |
|
MOAT Hedge Fund Activity: Q3 2017 in Review
99 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar Wide Moat ETF (MOAT) for Q3 2017, worth a combined $366M — up 9.1% from $335M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new MOAT positions and 11 closed out — a net gain of 3 holders — while 42 added to existing stakes and 14 trimmed.
The largest buyer was Commonwealth Equity Services, adding an estimated $5.69M. The largest seller was UBS Group, cutting an estimated $8.52M.
- 99 institutional investors held VanEck Morningstar Wide Moat ETF (MOAT) as of Q3 2017, up from 98 in Q2 2017.
- Funds reported $366M of VanEck Morningstar Wide Moat ETF stock for Q3 2017, up 9.1% quarter-over-quarter.
- 14 funds opened new VanEck Morningstar Wide Moat ETF positions in Q3 2017 and 11 closed out, a net change of +3 holders.
- The largest VanEck Morningstar Wide Moat ETF buyer in Q3 2017 was Commonwealth Equity Services, an estimated $5.69M added.
- The largest VanEck Morningstar Wide Moat ETF seller in Q3 2017 was UBS Group, an estimated $8.52M sold.
Based on aggregated 13F filings for Q3 2017.