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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JFA
JNBA Financial Advisors
Bloomington,
Minnesota
|
+$42.5M |
| 2 |
Morgan Stanley
New York
|
+$33.4M |
| 3 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$26.7M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$14.7M |
| 5 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$12.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TI
TTP Investments
San Jose,
California
|
-$33.1M |
| 2 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$10.5M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$2.07M |
| 4 |
SG Americas Securities
New York
|
-$1.71M |
| 5 |
FA
FDx Advisors
Chicago,
Illinois
|
-$1.59M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LWAC
151
Laurel Wealth Advisors (California)
Solana Beach,
California
| – | -$205K | -4,400 | Closed |
|
|
RWA
152
RGT Wealth Advisors
Dallas,
Texas
| – | -$203K | -4,343 | Closed |
|
|
PFPT
153
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
| – | -$169K | -3,605 | Closed |
|
|
MCM
154
Mainstay Capital Management
Grand Blanc,
Michigan
| – | -$115K | -2,460 | Closed |
|
|
MWPCG
155
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
| – | -$24K | -516 | Closed |
|
|
PS
156
Portfolio Strategies
Monsey,
New York
| – | -$24K | -508 | Closed |
|
|
SWP
157
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$16K | -339 | Closed |
|
158
Financial Engines Advisors
Santa Clara,
California
| – | -$7K | -153 | Closed |
|
|
SFM
159
Signet Financial Management
Parsippany,
New Jersey
| – | -$5K | -111 | Closed |
|
|
MA
160
MUFG Americas
New York
| – | -$3K | -57 | Closed |
|
|
TC
161
Trilogy Capital
Irvine,
California
| – | -$2K | -34 | Closed |
|
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.