VanEck Morningstar Wide Moat ETF
MOAT
178 hedge funds and large institutions have $999M invested in VanEck Morningstar Wide Moat ETF in 2019 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 74 increasing their positions, 45 reducing their positions, and 18 closing their positions.
64% more repeat investments, than reductions
Existing positions increased: 74 | Existing positions reduced: 45
33% more funds holding in top 10
Funds holding in top 10: 9 → 12 (+3)
10% more capital invested
Capital invested by funds: $911M → $999M (+$88.6M)
6% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 18
0.45% more ownership
Funds ownership: 39.45% → 39.9% (+0.45%)
0% more funds holding
Funds holding: 178 → 178 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$24.5M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$17.2M |
| 3 |
CFG
CMC Financial Group
Atlanta,
Georgia
|
+$10.3M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$8.26M |
| 5 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
+$7.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
-$28.2M |
| 2 |
SWA
SFMG Wealth Advisors
Plano,
Texas
|
-$7.49M |
| 3 |
Cerity Partners
New York
|
-$4.07M |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
-$3.62M |
| 5 |
FTS
Fifth Third Securities
Cincinnati,
Ohio
|
-$3.41M |
MOAT Hedge Fund Activity: Q3 2019 in Review
178 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar Wide Moat ETF (MOAT) for Q3 2019, worth a combined $999M — up 9.7% from $911M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new MOAT positions and 18 closed out — a net gain of 1 holder — while 74 added to existing stakes and 45 trimmed.
The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $24.5M. The largest seller was OneDigital Investment Advisors, cutting an estimated $28.2M.
- 178 institutional investors held VanEck Morningstar Wide Moat ETF (MOAT) as of Q3 2019, unchanged from Q2 2019.
- Funds reported $999M of VanEck Morningstar Wide Moat ETF stock for Q3 2019, up 9.7% quarter-over-quarter.
- 19 funds opened new VanEck Morningstar Wide Moat ETF positions in Q3 2019 and 18 closed out, a net change of +1 holder.
- The largest VanEck Morningstar Wide Moat ETF buyer in Q3 2019 was Northwestern Mutual Wealth Management, an estimated $24.5M added.
- The largest VanEck Morningstar Wide Moat ETF seller in Q3 2019 was OneDigital Investment Advisors, an estimated $28.2M sold.
Based on aggregated 13F filings for Q3 2019.