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VanEck Morningstar Wide Moat ETF
MOAT

134 hedge funds and large institutions have $506M invested in VanEck Morningstar Wide Moat ETF in 2018 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 47 increasing their positions, 32 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 7

47% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 32

19% more funds holding

Funds holding: 113 → 134 (+21)

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

2% more capital invested

Capital invested by funds: $498M → $506M (+$8.28M)

0.48% less ownership

Funds ownership: 37.51% → 37.03% (-0.48%)

Holders
134
Holders Change
+21
Holders Change %
+18.58%
% of All Funds
3.07%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.18%
New
28
Increased
47
Reduced
32
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$6.78M
2
OIA
OneDigital Investment Advisors
Kansas
+$3.55M
3
Jane Street
Jane Street
New York
+$3.3M
4
Morgan Stanley
Morgan Stanley
New York
+$3.21M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.01M

Top Sellers

Rank Fund Capital Flow
1
LFAS
Level Four Advisory Services
Texas
-$6.26M
2
Bank of America
Bank of America
North Carolina
-$2.44M
3
DAS
Dynamic Advisor Solutions
Arizona
-$2.27M
4
Wells Fargo
Wells Fargo
California
-$1.54M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$1.47M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
126
Stratos Wealth Partners
Ohio
$6K -$44.2K -1,018 -87%
GAM
127
Gemmer Asset Management
California
$5K – – –
SFM
128
Signet Financial Management
New Jersey
$5K +$4.82K +111 New
SWA
129
Sutton Wealth Advisors
Florida
$4.15K – – –
KTC
130
Kistler-Tiffany Companies
Pennsylvania
$4K +$4.34K +100 New
BCM
131
Blume Capital Management
California
$3K – – –
AIM
132
Anchor Investment Management
South Carolina
$2.07K – – –
TC
133
Trilogy Capital
California
$1K +$1.48K +34 New
IA
134
IFG Advisory
Georgia
– -$833K -34,781 Closed
GLA
135
Great Lakes Advisors
Illinois
– -$464K -10,920 Closed
CA
136
Calton & Associates
Florida
– -$71K -1,570 Closed
ASN
137
Advisory Services Network
Georgia
– -$7K -159 Closed
LC
138
Landaas & Company
Wisconsin
– -$4K -100 Closed
CCM
139
Cribstone Capital Management
Maine
– -$2K -50 Closed
MSA
140
Marino Stram & Associates
Massachusetts
– +$20.1K +464 New
2 3 4 5
6

MOAT Hedge Fund Activity: Q1 2018 in Review

134 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar Wide Moat ETF (MOAT) for Q1 2018, worth a combined $506M — up 1.7% from $498M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new MOAT positions and 7 closed out — a net gain of 21 holders — while 47 added to existing stakes and 32 trimmed.

The largest buyer was LPL Financial, adding an estimated $6.78M. The largest seller was Level Four Advisory Services, cutting an estimated $6.26M.

  • 134 institutional investors held VanEck Morningstar Wide Moat ETF (MOAT) as of Q1 2018, up from 113 in Q4 2017.
  • Funds reported $506M of VanEck Morningstar Wide Moat ETF stock for Q1 2018, up 1.7% quarter-over-quarter.
  • 28 funds opened new VanEck Morningstar Wide Moat ETF positions in Q1 2018 and 7 closed out, a net change of +21 holders.
  • The largest VanEck Morningstar Wide Moat ETF buyer in Q1 2018 was LPL Financial, an estimated $6.78M added.
  • The largest VanEck Morningstar Wide Moat ETF seller in Q1 2018 was Level Four Advisory Services, an estimated $6.26M sold.

Based on aggregated 13F filings for Q1 2018.