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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
Bank of Montreal
101
Bank of Montreal
Ontario, Canada
$49K – – –
FBT
102
First Bank & Trust
South Dakota
$44K – – –
RWP
103
RWA Wealth Partners
Massachusetts
$44K +$42.6K +1,000 New
UBS AM
104
UBS AM
Illinois
$43.8K +$8.39K +197 +24%
RFC
105
Regions Financial Corp
Alabama
$41K – – –
AIM
106
Anchor Investment Management
South Carolina
$36.8K +$33.9K +795 +1,590%
PGWM
107
Parisi Gray Wealth Management
New Jersey
$31K – – –
AF
108
Advisornet Financial
Minnesota
$26K – – –
GRP
109
Global Retirement Partners
California
$26K +$2.43K +57 +11%
SFSIG
110
San Francisco Sentry Investment Group
California
$24K +$23K +540 New
PS
111
Portfolio Strategies
New York
$22K -$7.74M -181,677 -100%
RFM
112
Royal Fund Management
Florida
$22K – – –
SIS
113
Sound Income Strategies
Florida
$21K – – –
PK
114
Pflug Koory
Nebraska
$16K – – –
BFEC
115
Benjamin F. Edwards & Company
Missouri
$13K – – –
CFA
116
Carroll Financial Associates
North Carolina
$10K – – –
BlackRock
117
BlackRock
New York
$9K – – –
FGAM
118
Financial Gravity Asset Management
Texas
$9K – – –
AWM
119
AllSquare Wealth Management
New York
$9K +$8.52K +200 New
GAM
120
Gemmer Asset Management
California
$5K – – –
SFM
121
Signet Financial Management
New Jersey
$5K – – –
FMII
122
Farmers & Merchants Investments Inc
Nebraska
$5K +$5.24K +123 New
KTC
123
Kistler-Tiffany Companies
Pennsylvania
$4K – – –
LC
124
Landaas & Company
Wisconsin
$4K +$4.26K +100 New
FHA
125
Flagship Harbor Advisors
Massachusetts
$3K +$3.79K +89 New
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.