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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.

New
Increased
Maintained
Reduced
Closed

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)

Holders
178
Holders Change
–
Holders Change %
0%
% of All Funds
3.9%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.26%
New
19
Increased
74
Reduced
45
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$24.5M
2
Bank of America
Bank of America
North Carolina
+$17.2M
3
CFG
CMC Financial Group
Georgia
+$10.3M
4
RJA
Raymond James & Associates
Florida
+$8.26M
5
DAS
Dynamic Advisor Solutions
Arizona
+$7.04M

Top Sellers

1
OIA
OneDigital Investment Advisors
Kansas
-$28.2M
2
SWA
SFMG Wealth Advisors
Texas
-$7.49M
3
Cerity Partners
Cerity Partners
New York
-$4.07M
4
TRCT
Tower Research Capital (TRC)
New York
-$3.62M
5
FTS
Fifth Third Securities
Ohio
-$3.41M
Name Holding Trade Value Shares
Change 		Change in
Stake
ACP
126
Aveo Capital Partners
Colorado
$261K +$241K +4,915 New
ATC
127
Argent Trust Co
Tennessee
$256K – – –
CIBC World Market
128
CIBC World Market
Ontario, Canada
$239K -$227K -4,632 -49%
AA
129
Ancora Advisors
Ohio
$235K – – –
WF
130
Welch & Forbes
Massachusetts
$235K – – –
BCM
131
Beck Capital Management
Texas
$234K – – –
BJL
132
Brighton Jones LLC
Washington
$231K – – –
GCMG
133
Gyroscope Capital Management Group
Florida
$230K -$1.27M -25,838 -85%
LWAC
134
Laurel Wealth Advisors (California)
California
$221K – – –
PFGIA
135
Patriot Financial Group Insurance Agency
Massachusetts
$220K -$102K -2,073 -32%
PAS
136
Park Avenue Securities
New York
$220K -$5.88K -120 -3%
GRP
137
Global Retirement Partners
California
$219K +$37K +754 +21%
RWA
138
RGT Wealth Advisors
Texas
$218K – – –
AWM
139
AE Wealth Management
Kansas
$218K +$1.42K +29 +0.7%
SAM
140
Summit Asset Management
Tennessee
$218K +$213K +4,345 New
SS
141
Sunbelt Securities
Texas
$203K -$88.2K -1,800 -31%
ZIG
142
Zurich Insurance Group
Switzerland
$201K +$196K +4,000 New
ADL
143
Asset Dedication LLC
California
$195K – – –
NL
144
NVWM LLC
Pennsylvania
$157K – – –
RCA
145
Rowland Carmichael Advisors
Arizona
$143K – – –
SFSIG
146
San Francisco Sentry Investment Group
California
$135K +$13.2K +270 +11%
Fidelity Investments
147
Fidelity Investments
Massachusetts
$134K +$78.7K +1,605 +151%
FHA
148
Flagship Harbor Advisors
Massachusetts
$130K – – –
US Bancorp
149
US Bancorp
Minnesota
$127K -$2.08M -42,414 -94%
PA
150
Parallel Advisors
California
$125K +$123K +2,500 New
4 5
6
7 8

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.