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VanEck Morningstar Wide Moat ETF
MOAT

113 hedge funds and large institutions have $498M invested in VanEck Morningstar Wide Moat ETF in 2017 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 39 increasing their positions, 28 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 8

75% more funds holding in top 10

Funds holding in top 10: 4 → 7 (+3)

39% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 28

36% more capital invested

Capital invested by funds: $366M → $498M (+$132M)

14% more funds holding

Funds holding: 99 → 113 (+14)

9.25% more ownership

Funds ownership: 28.25% → 37.51% (+9.3%)

Holders
113
Holders Change
+14
Holders Change %
+14.14%
% of All Funds
2.56%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.16%
New
22
Increased
39
Reduced
28
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWA
SFMG Wealth Advisors
Texas
+$47.4M
2
LPL Financial
LPL Financial
California
+$3.31M
3
AW
ACG Wealth
Georgia
+$2.62M
4
Bank of America
Bank of America
North Carolina
+$2.5M
5
LTFS
Ladenburg Thalmann Financial Services
Florida
+$1.59M

Top Sellers

1
NPC
National Planning Corporation
California
-$3.96M
2
UBS Group
UBS Group
Switzerland
-$2.73M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$2.63M
4
VF
Virtu Financial
New York
-$2.04M
5
Wells Fargo
Wells Fargo
California
-$1.62M
Name Holding Trade Value Shares
Change 		Change in
Stake
APA
101
American Portfolios Advisors
New York
$18.3K +$17.8K +431 New
PK
102
Pflug Koory
Nebraska
$15K – – –
BFEC
103
Benjamin F. Edwards & Company
Missouri
$13K – – –
BlackRock
104
BlackRock
New York
$9K -$289 -7 -3%
PS
105
Portfolio Solutions
Michigan
$9K – – –
ASN
106
Advisory Services Network
Georgia
$7K +$5.61K +136 +591%
GAM
107
Gemmer Asset Management
California
$5K +$41 +1 +0.8%
SWA
108
Sutton Wealth Advisors
Florida
$4.25K – – –
LC
109
Landaas & Company
Wisconsin
$4K – – –
BCM
110
Blume Capital Management
California
$3K – – –
AIM
111
Anchor Investment Management
South Carolina
$2.12K – – –
CCM
112
Cribstone Capital Management
Maine
$2K – – –
NPC
113
National Planning Corporation
California
– -$3.96M -98,174 Closed
VF
114
Virtu Financial
New York
– -$2.04M -50,686 Closed
Citadel Advisors
115
Citadel Advisors
Florida
– -$1.33M -32,887 Closed
Susquehanna International Group
116
Susquehanna International Group
Pennsylvania
– -$1.08M -26,849 Closed
GFPC
117
Global Financial Private Capital
Florida
– -$525K -13,017 Closed
ACP
118
Aveo Capital Partners
Colorado
– -$374K -9,268 Closed
BL
119
Balentine LLC
Georgia
– -$40K -1,000 Closed
SSB
120
Sandy Spring Bank
Maryland
– -$32K -803 Closed
1 2 3 4
5

MOAT Hedge Fund Activity: Q4 2017 in Review

113 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar Wide Moat ETF (MOAT) for Q4 2017, worth a combined $498M — up 36% from $366M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new MOAT positions and 8 closed out — a net gain of 14 holders — while 39 added to existing stakes and 28 trimmed.

The largest buyer was SFMG Wealth Advisors, opening a new position worth an estimated $47.4M. The largest seller was National Planning Corporation, exiting entirely with an estimated $3.96M sold.

  • 113 institutional investors held VanEck Morningstar Wide Moat ETF (MOAT) as of Q4 2017, up from 99 in Q3 2017.
  • Funds reported $498M of VanEck Morningstar Wide Moat ETF stock for Q4 2017, up 36% quarter-over-quarter.
  • 22 funds opened new VanEck Morningstar Wide Moat ETF positions in Q4 2017 and 8 closed out, a net change of +14 holders.
  • The largest VanEck Morningstar Wide Moat ETF buyer in Q4 2017 was SFMG Wealth Advisors, an estimated $47.4M added.
  • The largest VanEck Morningstar Wide Moat ETF seller in Q4 2017 was National Planning Corporation, an estimated $3.96M sold.

Based on aggregated 13F filings for Q4 2017.