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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.

New
Increased
Maintained
Reduced
Closed

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)

Holders
131
Holders Change
+3
Holders Change %
+2.34%
% of All Funds
2.99%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
15
Increased
53
Reduced
27
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BCM
Barometer Capital Management
Ontario, Canada
+$5.33M
2
Bank of America
Bank of America
North Carolina
+$3.67M
3
Ameriprise
Ameriprise
Minnesota
+$2.85M
4
SWA
SFMG Wealth Advisors
Texas
+$2.2M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.98M

Top Sellers

Rank Fund Capital Flow
1
JFA
JNBA Financial Advisors
Minnesota
-$45M
2
OIA
OneDigital Investment Advisors
Kansas
-$24.4M
3
BCI
Brinker Capital Investments
Pennsylvania
-$12.8M
4
TI
TTP Investments
California
-$6.76M
5
CWM
Cornerstone Wealth Management
Missouri
-$3.57M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of Montreal
101
Bank of Montreal
Ontario, Canada
$53K – – –
FBT
102
First Bank & Trust
South Dakota
$47K – – –
UBS AM
103
UBS AM
Illinois
$47K – – –
AIM
104
Anchor Investment Management
South Carolina
$47K +$7.3K +160 +19%
SFSIG
105
San Francisco Sentry Investment Group
California
$46K +$20.3K +445 +82%
TRCT
106
Tower Research Capital (TRC)
New York
$44K -$847K -18,559 -95%
RFC
107
Regions Financial Corp
Alabama
$44K – – –
PGWM
108
Parisi Gray Wealth Management
New Jersey
$33K – – –
GRP
109
Global Retirement Partners
California
$29K +$1.05K +23 +4%
SWA
110
Sutton Wealth Advisors
Florida
$28.6K +$27.9K +612 New
AF
111
Advisornet Financial
Minnesota
$28K – – –
RFM
112
Royal Fund Management
Florida
$28K +$4.52K +99 +20%
PS
113
Portfolio Strategies
New York
$24K – – –
MWPCG
114
Measured Wealth Private Client Group
New Hampshire
$24K +$23.5K +516 New
SIS
115
Sound Income Strategies
Florida
$23K – – –
PK
116
Pflug Koory
Nebraska
$17K – – –
SWP
117
Stratos Wealth Partners
Ohio
$16K +$15.5K +339 New
BFEC
118
Benjamin F. Edwards & Company
Missouri
$14K – – –
CFA
119
Carroll Financial Associates
North Carolina
$11K – – –
BlackRock
120
BlackRock
New York
$9K -$548 -12 -6%
AWM
121
AllSquare Wealth Management
New York
$9K – – –
FGAM
122
Financial Gravity Asset Management
Texas
$9K – – –
TCOV
123
Trust Company of Vermont
Vermont
$9K +$8.49K +186 New
FHA
124
Flagship Harbor Advisors
Massachusetts
$8K +$3.65K +80 +90%
Financial Engines Advisors
125
Financial Engines Advisors
California
$7K +$6.98K +153 New
2 3 4
5
6

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.