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VanEck Morningstar Wide Moat ETF
MOAT

22 hedge funds and large institutions have $66.2M invested in VanEck Morningstar Wide Moat ETF in 2013 Q2 according to their latest regulatory filings, with 22 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

27.92% more ownership

Funds ownership: 0% → 27.92% (+28%)

Holders
22
Holders Change
+22
Holders Change %
–
% of All Funds
0.72%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
22
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$36.2M +$35.9M +1,480,939 New
JFA
2
JNBA Financial Advisors
Minnesota
$9.45M +$9.38M +386,791 New
BCI
3
Brinker Capital Investments
Pennsylvania
$5.52M +$5.48M +225,878 New
Bank of America
4
Bank of America
North Carolina
$4.58M +$4.55M +187,571 New
PMG
5
ProVise Management Group
Florida
$1.47M +$1.46M +60,085 New
OC
6
Oppenheimer & Co
New York
$1.45M +$1.43M +59,167 New
AA
7
Ancora Advisors
Ohio
$1.3M +$1.29M +53,350 New
LPL Financial
8
LPL Financial
California
$1.12M +$1.11M +45,897 New
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$1M +$992K +40,919 New
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$950K +$943K +38,870 New
Ameriprise
11
Ameriprise
Minnesota
$624K +$619K +25,533 New
U
12
UBS
Switzerland
$602K +$598K +24,650 New
RJFSA
13
Raymond James Financial Services Advisors
Florida
$579K +$575K +23,720 New
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$432K +$429K +17,682 New
AI
15
Atria Investments
North Carolina
$370K +$367K +15,136 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$259K +$257K +10,606 New
US Bancorp
17
US Bancorp
Minnesota
$121K +$120K +4,935 New
Invesco
18
Invesco
Georgia
$100K +$99.4K +4,100 New
AIG
19
American International Group
New York
$42.8K +$42.5K +1,753 New
MFS
20
MSI Financial Services
Massachusetts
$13K +$12.7K +525 New
Creative Planning
21
Creative Planning
Kansas
$12K +$12.1K +500 New
CTC
22
Central Trust Company
Missouri
$2K +$2.42K +100 New

MOAT Hedge Fund Activity: Q2 2013 in Review

22 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar Wide Moat ETF (MOAT) for Q2 2013, worth a combined $66.2M.

Buyers outnumbered sellers: 22 funds opened new MOAT positions and 0 closed out — a net gain of 22 holders — while 0 added to existing stakes and 0 trimmed.

  • 22 institutional investors held VanEck Morningstar Wide Moat ETF (MOAT) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $66.2M of VanEck Morningstar Wide Moat ETF stock for Q2 2013.
  • 22 funds opened new VanEck Morningstar Wide Moat ETF positions in Q2 2013 and 0 closed out, a net change of +22 holders.

Based on aggregated 13F filings for Q2 2013.