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VanEck Morningstar Wide Moat ETF
MOAT

178 hedge funds and large institutions have $911M invested in VanEck Morningstar Wide Moat ETF in 2019 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 84 increasing their positions, 32 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 32

35% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 17

29% more funds holding in top 10

Funds holding in top 10: 7 → 9 (+2)

15% more capital invested

Capital invested by funds: $794M → $911M (+$116M)

3% more funds holding

Funds holding: 173 → 178 (+5)

2.12% more ownership

Funds ownership: 37.33% → 39.45% (+2.1%)

Holders
178
Holders Change
+5
Holders Change %
+2.89%
% of All Funds
3.87%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.2%
New
23
Increased
84
Reduced
32
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
OIA
OneDigital Investment Advisors
Kansas
+$34.3M
2
Bank of America
Bank of America
North Carolina
+$16.6M
3
Morgan Stanley
Morgan Stanley
New York
+$14.3M
4
Cerity Partners
Cerity Partners
New York
+$9.81M
5
CWG
Cornerstone Wealth Group
North Carolina
+$9.25M

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$29.1M
2
Goldman Sachs
Goldman Sachs
New York
-$9.58M
3
BCM
Barometer Capital Management
Ontario, Canada
-$4.23M
4
Lazard Asset Management
Lazard Asset Management
New York
-$2.25M
5
TPWA
TRUE Private Wealth Advisors
Oregon
-$1.72M
Name Holding Trade Value Shares
Change 		Change in
Stake
FBT
151
First Bank & Trust
South Dakota
$49K – – –
TA
152
TCG Advisors
Texas
$40K +$10.8K +228 +38%
TFGT
153
TS Financial Group (TSFG)
Illinois
$38K – – –
RFM
154
Royal Fund Management
Florida
$37K – – –
ACA
155
Atlas Capital Advisors
Wyoming
$36.4K +$35.9K +758 New
SIM
156
Sonora Investment Management
Arizona
$30K +$29.1K +615 New
AF
157
Advisornet Financial
Minnesota
$29K – – –
DWM
158
Destination Wealth Management
California
$24K – – –
WCG
159
Weaver Consulting Group
California
$23K – – –
BFEC
160
Benjamin F. Edwards & Company
Missouri
$22K – – –
SAM
161
Shamrock Asset Management
Texas
$21K – – –
LPWM
162
Lake Point Wealth Management
Texas
$18K – – –
PK
163
Pflug Koory
Nebraska
$17K – – –
CAC
164
Certified Advisory Corp
Florida
$16K +$15.7K +331 New
GWS
165
Glassman Wealth Services
Virginia
$16K +$16.1K +340 New
Fifth Third Bancorp
166
Fifth Third Bancorp
Ohio
$13K – – –
CFA
167
Carroll Financial Associates
North Carolina
$11K – – –
BlackRock
168
BlackRock
New York
$10K – – –
TCOV
169
Trust Company of Vermont
Vermont
$9K – – –
RIA
170
Realta Investment Advisors
Delaware
$7K +$7.1K +150 New
GAM
171
Gemmer Asset Management
California
$6K – – –
KTC
172
Kistler-Tiffany Companies
Pennsylvania
$4K – – –
GI
173
Gradient Investments
Minnesota
$4K +$2.89K +61 +277%
BWA
174
BDO Wealth Advisors
Florida
$4K +$3.88K +82 New
EWM
175
Executive Wealth Management
Michigan
$4K +$4.36K +92 New
4 5 6
7
8

MOAT Hedge Fund Activity: Q2 2019 in Review

178 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar Wide Moat ETF (MOAT) for Q2 2019, worth a combined $911M — up 15% from $794M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new MOAT positions and 17 closed out — a net gain of 6 holders — while 84 added to existing stakes and 32 trimmed.

The largest buyer was OneDigital Investment Advisors, adding an estimated $34.3M. The largest seller was UBS Group, cutting an estimated $29.1M.

  • 178 institutional investors held VanEck Morningstar Wide Moat ETF (MOAT) as of Q2 2019, up from 173 in Q1 2019.
  • Funds reported $911M of VanEck Morningstar Wide Moat ETF stock for Q2 2019, up 15% quarter-over-quarter.
  • 23 funds opened new VanEck Morningstar Wide Moat ETF positions in Q2 2019 and 17 closed out, a net change of +6 holders.
  • The largest VanEck Morningstar Wide Moat ETF buyer in Q2 2019 was OneDigital Investment Advisors, an estimated $34.3M added.
  • The largest VanEck Morningstar Wide Moat ETF seller in Q2 2019 was UBS Group, an estimated $29.1M sold.

Based on aggregated 13F filings for Q2 2019.