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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
PMG
126
ProVise Management Group
Florida
$1.21K +$864K +20,285 +272%
TC
127
Trilogy Capital
California
$1K – – –
AW
128
ACG Wealth
Georgia
– -$2.92M -70,305 Closed
Allianz Asset Management
129
Allianz Asset Management
Germany
– -$1.16M -28,000 Closed
ATC
130
Argent Trust Co
Tennessee
– -$854K -20,583 Closed
BPC
131
Banque Pictet & Cie
Switzerland
– -$514K -12,400 Closed
PNAA
132
Pictet North America Advisors
Switzerland
– -$514K -12,400 Closed
Citadel Advisors
133
Citadel Advisors
Florida
– -$500K -12,056 Closed
CCM
134
Compton Capital Management
Rhode Island
– -$344K -8,300 Closed
CAN
135
Cetera Advisor Networks
California
– -$301K -7,283 Closed
Renaissance Technologies
136
Renaissance Technologies
New York
– -$289K -6,970 Closed
SWM
137
SVA Wealth Management
Wisconsin
– -$254K -6,293 Closed
LWAC
138
Laurel Wealth Advisors (California)
California
– -$244K -5,900 Closed
MCWS
139
McKinley Carter Wealth Services
West Virginia
– -$56K -1,350 Closed
CFD
140
Creative Financial Designs
Indiana
– -$14K -338 Closed
PS
141
Portfolio Solutions
Michigan
– -$9K -205 Closed
SWP
142
Stratos Wealth Partners
Ohio
– -$6K -150 Closed
SWA
143
Sutton Wealth Advisors
Florida
– -$4.15K -100 Closed
BCM
144
Blume Capital Management
California
– -$3K -75 Closed
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.