VanEck Morningstar Wide Moat ETF
MOAT
32 hedge funds and large institutions have $113M invested in VanEck Morningstar Wide Moat ETF in 2013 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 14 increasing their positions, 3 reducing their positions, and 2 closing their positions.
861% more capital inflows, than outflows
Capital inflows: $41.8M | Capital outflows: $4.35M
500% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 2
367% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 3
45% more funds holding
Funds holding: 22 → 32 (+10)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morningstar Investment Services
Chicago,
Illinois
|
+$17.3M |
| 2 |
LPL Financial
San Diego,
California
|
+$13.5M |
| 3 |
JNBA Financial Advisors
Bloomington,
Minnesota
|
+$1.85M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$1.22M |
| 5 |
Atria Investments
Charlotte,
North Carolina
|
+$868K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$2.69M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$950K |
| 3 |
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$579K |
| 4 |
Invesco
Atlanta,
Georgia
|
-$102K |
| 5 |
UBS
Zurich,
Switzerland
|
-$26.2K |
MOAT Hedge Fund Activity: Q3 2013 in Review
32 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar Wide Moat ETF (MOAT) for Q3 2013, worth a combined $113M — up 70% from $66.2M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new MOAT positions and 2 closed out — a net gain of 10 holders — while 14 added to existing stakes and 3 trimmed.
The largest buyer was Morningstar Investment Services, opening a new position worth an estimated $17.3M. The largest seller was Morgan Stanley, cutting an estimated $2.69M.
- 32 institutional investors held VanEck Morningstar Wide Moat ETF (MOAT) as of Q3 2013, up from 22 in Q2 2013.
- Funds reported $113M of VanEck Morningstar Wide Moat ETF stock for Q3 2013, up 70% quarter-over-quarter.
- 12 funds opened new VanEck Morningstar Wide Moat ETF positions in Q3 2013 and 2 closed out, a net change of +10 holders.
- The largest VanEck Morningstar Wide Moat ETF buyer in Q3 2013 was Morningstar Investment Services, an estimated $17.3M added.
- The largest VanEck Morningstar Wide Moat ETF seller in Q3 2013 was Morgan Stanley, an estimated $2.69M sold.
Based on aggregated 13F filings for Q3 2013.