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VanEck Morningstar Wide Moat ETF
MOAT

142 hedge funds and large institutions have $577M invested in VanEck Morningstar Wide Moat ETF in 2018 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 62 increasing their positions, 22 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

182% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 22

74% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 19

40% more funds holding in top 10

Funds holding in top 10: 5 → 7 (+2)

21% more capital invested

Capital invested by funds: $477M → $577M (+$99.8M)

8% more funds holding

Funds holding: 131 → 142 (+11)

4.9% more ownership

Funds ownership: 30.97% → 35.87% (+4.9%)

Holders
142
Holders Change
+11
Holders Change %
+8.4%
% of All Funds
3.16%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.16%
New
33
Increased
62
Reduced
22
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JFA
JNBA Financial Advisors
Minnesota
+$42.5M
2
Morgan Stanley
Morgan Stanley
New York
+$33.4M
3
OIA
OneDigital Investment Advisors
Kansas
+$26.7M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$14.7M
5
BCI
Brinker Capital Investments
Pennsylvania
+$12.6M

Top Sellers

Rank Fund Capital Flow
1
TI
TTP Investments
California
-$33.1M
2
CWM
Cornerstone Wealth Management
Missouri
-$10.5M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$2.07M
4
SG Americas Securities
SG Americas Securities
New York
-$1.71M
5
FA
FDx Advisors
Illinois
-$1.59M
Name Holding Trade Value Shares
Change 		Change in
Stake
PAS
101
Park Avenue Securities
New York
$207K -$21.1K -474 -9%
ADL
102
Asset Dedication LLC
California
$160K – – –
NL
103
NVWM LLC
Pennsylvania
$129K – – –
RCA
104
Rowland Carmichael Advisors
Arizona
$118K +$127K +2,860 New
MIFH
105
Migdal Insurance & Financial Holdings
Israel
$109K – – –
FHA
106
Flagship Harbor Advisors
Massachusetts
$107K +$108K +2,438 +1,443%
PWM
107
PRW Wealth Management
Massachusetts
$93K +$100K +2,250 New
CIAS
108
Capital Investment Advisory Services
North Carolina
$84K +$90.8K +2,041 New
AIC
109
Ameritas Investment Company
Nebraska
$82K +$88.3K +1,985 New
RFC
110
Regions Financial Corp
Alabama
$69K +$33.1K +745 +79%
GWM
111
Geneos Wealth Management
Colorado
$66K +$6.67K +150 +10%
CCM
112
Covington Capital Management
California
$65K – – –
RCG
113
Ruggie Capital Group
Florida
$62K +$66.7K +1,500 New
CFGS
114
Concourse Financial Group Securities
Alabama
$47K +$51.1K +1,149 New
AIM
115
Anchor Investment Management
South Carolina
$46.2K +$5.25K +118 +12%
Bank of Montreal
116
Bank of Montreal
Ontario, Canada
$46K – – –
FBT
117
First Bank & Trust
South Dakota
$42K – – –
UBS AM
118
UBS AM
Illinois
$41.4K – – –
SFSIG
119
San Francisco Sentry Investment Group
California
$41K – – –
APA
120
American Portfolios Advisors
New York
$35K -$20K -449 -35%
TRCT
121
Tower Research Capital (TRC)
New York
$34K -$5.16K -116 -12%
PGWM
122
Parisi Gray Wealth Management
New Jersey
$29K – – –
GRP
123
Global Retirement Partners
California
$26K +$845 +19 +3%
SWA
124
Sutton Wealth Advisors
Florida
$25.2K – – –
AF
125
Advisornet Financial
Minnesota
$25K – – –
3 4
5
6 7

MOAT Hedge Fund Activity: Q4 2018 in Review

142 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar Wide Moat ETF (MOAT) for Q4 2018, worth a combined $577M — up 21% from $477M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new MOAT positions and 19 closed out — a net gain of 14 holders — while 62 added to existing stakes and 22 trimmed.

The largest buyer was JNBA Financial Advisors, opening a new position worth an estimated $42.5M. The largest seller was TTP Investments, cutting an estimated $33.1M.

  • 142 institutional investors held VanEck Morningstar Wide Moat ETF (MOAT) as of Q4 2018, up from 131 in Q3 2018.
  • Funds reported $577M of VanEck Morningstar Wide Moat ETF stock for Q4 2018, up 21% quarter-over-quarter.
  • 33 funds opened new VanEck Morningstar Wide Moat ETF positions in Q4 2018 and 19 closed out, a net change of +14 holders.
  • The largest VanEck Morningstar Wide Moat ETF buyer in Q4 2018 was JNBA Financial Advisors, an estimated $42.5M added.
  • The largest VanEck Morningstar Wide Moat ETF seller in Q4 2018 was TTP Investments, an estimated $33.1M sold.

Based on aggregated 13F filings for Q4 2018.