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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
RFM
126
Royal Fund Management
Florida
$24K – – –
CAGAS
127
Capital Advisory Group Advisory Services
Minnesota
$20K -$209K -4,698 -91%
SIS
128
Sound Income Strategies
Florida
$20K – – –
PK
129
Pflug Koory
Nebraska
$15K – – –
LPWM
130
Lake Point Wealth Management
Texas
$14K +$15.3K +343 New
BFEC
131
Benjamin F. Edwards & Company
Missouri
$12K – – –
AWM
132
AllSquare Wealth Management
New York
$12K +$4.45K +100 +50%
M
133
MOTCO
Texas
$12K +$13.1K +294 New
CFA
134
Carroll Financial Associates
North Carolina
$10K – – –
BlackRock
135
BlackRock
New York
$8K – – –
TCOV
136
Trust Company of Vermont
Vermont
$8K – – –
GAM
137
Gemmer Asset Management
California
$5K +$89 +2 +2%
KTC
138
Kistler-Tiffany Companies
Pennsylvania
$4K -$356 -8 -8%
TCM
139
Tradewinds Capital Management
Washington
$3K +$3.25K +73 New
Parallax Volatility Advisers
140
Parallax Volatility Advisers
California
$1K -$59.2K -1,332 -99%
Fidelity Investments
141
Fidelity Investments
Massachusetts
$1K +$800 +18 +1,800%
GI
142
Gradient Investments
Minnesota
$1K +$978 +22 New
SG Americas Securities
143
SG Americas Securities
New York
– -$1.71M -36,527 Closed
FA
144
FDx Advisors
Illinois
– -$1.59M -34,035 Closed
JIP
145
Jaffetilchin Investment Partners
Florida
– -$587K -12,565 Closed
VF
146
Virtu Financial
New York
– -$437K -9,356 Closed
Citadel Advisors
147
Citadel Advisors
Florida
– -$356K -7,614 Closed
Renaissance Technologies
148
Renaissance Technologies
New York
– -$293K -6,270 Closed
Schroder Investment Management Group
149
Schroder Investment Management Group
United Kingdom
– -$240K -5,135 Closed
BCM
150
Beck Capital Management
Texas
– -$219K -4,675 Closed
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.