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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
KTC
176
Kistler-Tiffany Companies
Pennsylvania
$5K – – –
BWA
177
BDO Wealth Advisors
Florida
$3K -$1.08K -22 -27%
GI
178
Gradient Investments
Minnesota
$1K -$2.99K -61 -73%
FTS
179
Fifth Third Securities
Ohio
– -$3.41M -70,943 Closed
Susquehanna International Group
180
Susquehanna International Group
Pennsylvania
– -$1.95M -40,531 Closed
Jane Street
181
Jane Street
New York
– -$1.77M -36,849 Closed
FA
182
FDx Advisors
Illinois
– -$1.59M -33,044 Closed
Fisher Asset Management
183
Fisher Asset Management
Washington
– -$630K -13,118 Closed
XS
184
XR Securities
Illinois
– -$544K -11,325 Closed
VF
185
Virtu Financial
New York
– -$262K -5,451 Closed
MYIA
186
Mount Yale Investment Advisors
Colorado
– -$220K -4,613 Closed
Bank of Montreal
187
Bank of Montreal
Ontario, Canada
– -$54K -1,126 Closed
TA
188
TCG Advisors
Texas
– -$40K -825 Closed
SIM
189
Sonora Investment Management
Arizona
– -$30K -615 Closed
DWM
190
Destination Wealth Management
California
– -$24K -509 Closed
SAM
191
Shamrock Asset Management
Texas
– -$21K -428 Closed
GWS
192
Glassman Wealth Services
Virginia
– -$16K -340 Closed
Fifth Third Bancorp
193
Fifth Third Bancorp
Ohio
– -$13K -262 Closed
BlackRock
194
BlackRock
New York
– -$10K -201 Closed
EWM
195
Executive Wealth Management
Michigan
– -$4K -92 Closed
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.