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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.

New
Increased
Maintained
Reduced
Closed

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

70% more capital invested

Capital invested by funds: $66.2M → $113M (+$46.4M)

45% more funds holding

Funds holding: 22 → 32 (+10)

3.29% more ownership

Funds ownership: 27.92% → 31.22% (+3.3%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
32
Holders Change
+10
Holders Change %
+45.45%
% of All Funds
1.04%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
12
Increased
14
Reduced
3
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MIS
Morningstar Investment Services
Illinois
+$17.3M
2
LPL Financial
LPL Financial
California
+$13.5M
3
JFA
JNBA Financial Advisors
Minnesota
+$1.85M
4
Bank of America
Bank of America
North Carolina
+$1.22M
5
AI
Atria Investments
North Carolina
+$868K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$2.69M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$950K
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$579K
4
Invesco
Invesco
Georgia
-$102K
5
U
UBS
Switzerland
-$26.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$37.4M -$2.69M -102,971 -7%
MIS
2
Morningstar Investment Services
Illinois
$18.1M +$17.3M +662,379 New
LPL Financial
3
LPL Financial
California
$15.5M +$13.5M +516,916 +1,126%
JFA
4
JNBA Financial Advisors
Minnesota
$12.4M +$1.85M +70,583 +18%
BCI
5
Brinker Capital Investments
Pennsylvania
$6.59M +$437K +16,700 +7%
Bank of America
6
Bank of America
North Carolina
$6.36M +$1.22M +46,658 +25%
PMG
7
ProVise Management Group
Florida
$2.16M +$512K +19,560 +33%
OC
8
Oppenheimer & Co
New York
$1.71M +$94.6K +3,616 +6%
AA
9
Ancora Advisors
Ohio
$1.53M +$77.7K +2,971 +6%
AI
10
Atria Investments
North Carolina
$1.31M +$868K +33,180 +219%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$1.31M +$188K +7,190 +18%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.11M +$795K +30,377 +286%
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$986K +$487K +18,627 +105%
Ameriprise
14
Ameriprise
Minnesota
$916K +$215K +8,200 +32%
SI
15
Stephens Inc
Arkansas
$893K +$861K +32,907 New
VKH
16
Virtu KCG Holdings
New York
$735K +$708K +27,069 New
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$655K +$632K +24,143 New
U
18
UBS
Switzerland
$642K -$26.2K -1,000 -4%
MCC
19
Mid Continent Capital
Illinois
$618K +$595K +22,750 New
Goldman Sachs
20
Goldman Sachs
New York
$427K +$412K +15,739 New
GLA
21
Great Lakes Advisors
Illinois
$352K +$339K +12,948 New
CAN
22
Cetera Advisor Networks
California
$246K +$238K +9,080 New
HCM
23
Horan Capital Management
Maryland
$176K +$170K +6,500 New
MFS
24
MSI Financial Services
Massachusetts
$139K +$120K +4,595 +875%
US Bancorp
25
US Bancorp
Minnesota
$134K – – –
1
2

MOAT Hedge Fund Activity: Q3 2013 in Review

32 of the 3,084 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.