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VanEck Morningstar Wide Moat ETF
MOAT

52 hedge funds and large institutions have $200M invested in VanEck Morningstar Wide Moat ETF in 2014 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 30 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 6

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

17% more capital invested

Capital invested by funds: $172M → $200M (+$28.6M)

6% more funds holding

Funds holding: 49 → 52 (+3)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.05% less ownership

Funds ownership: 31.9% → 31.85% (-0.05%)

Holders
52
Holders Change
+3
Holders Change %
+6.12%
% of All Funds
1.5%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
6
Increased
30
Reduced
6
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
U
UBS
Switzerland
+$5.07M
2
Bank of America
Bank of America
North Carolina
+$4.61M
3
JFA
JNBA Financial Advisors
Minnesota
+$2.07M
4
Jane Street
Jane Street
New York
+$1.91M
5
MIS
Morningstar Investment Services
Illinois
+$1.71M

Top Sellers

1
WA
WFG Advisors
Texas
-$538K
2
AWA
Arete Wealth Advisors
Illinois
-$314K
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$278K
4
GLA
Great Lakes Advisors
Illinois
-$32.7K
5
OC
Oppenheimer & Co
New York
-$28.4K
Name Holding Trade Value Shares
Change 		Change in
Stake
U
1
UBS
Switzerland
$40.3M +$5.07M +176,785 +15%
Morgan Stanley
2
Morgan Stanley
New York
$38.8M +$1.08M +37,550 +3%
MIS
3
Morningstar Investment Services
Illinois
$22.4M +$1.71M +59,541 +8%
JFA
4
JNBA Financial Advisors
Minnesota
$22.2M +$2.07M +72,198 +11%
LPL Financial
5
LPL Financial
California
$19.7M +$1.09M +38,092 +6%
Bank of America
6
Bank of America
North Carolina
$13.8M +$4.61M +160,858 +52%
BCI
7
Brinker Capital Investments
Pennsylvania
$8.36M +$774K +27,000 +10%
PMG
8
ProVise Management Group
Florida
$2.69M +$123K +4,296 +5%
AI
9
Atria Investments
North Carolina
$2.26M +$674K +23,513 +44%
CFA
10
Cahill Financial Advisors
Minnesota
$2.18M +$37.5K +1,307 +2%
Jane Street
11
Jane Street
New York
$1.96M +$1.91M +66,744 New
OC
12
Oppenheimer & Co
New York
$1.86M -$28.4K -991 -2%
AA
13
Ancora Advisors
Ohio
$1.83M +$102K +3,566 +6%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$1.81M +$308K +10,729 +21%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$1.8M +$266K +9,287 +18%
AIG
16
American International Group
New York
$1.75M +$1.66M +57,908 +3,381%
Ameriprise
17
Ameriprise
Minnesota
$1.67M +$229K +7,983 +16%
Wells Fargo
18
Wells Fargo
California
$1.31M +$849K +29,603 +196%
RJA
19
Raymond James & Associates
Florida
$1.26M +$48K +1,672 +4%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$1.03M +$512K +17,840 +103%
SI
21
Stephens Inc
Arkansas
$974K – – –
PAG
22
Private Advisor Group
New Jersey
$790K +$544K +18,976 +238%
BCM
23
Brookstone Capital Management
Illinois
$777K +$1.64K +57 +0.2%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$769K +$31.8K +1,108 +4%
MCC
25
Mid Continent Capital
Illinois
$742K +$5.02K +175 +0.7%
1
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MOAT Hedge Fund Activity: Q1 2014 in Review

52 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar Wide Moat ETF (MOAT) for Q1 2014, worth a combined $200M — up 17% from $172M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new MOAT positions and 3 closed out — a net gain of 3 holders — while 30 added to existing stakes and 6 trimmed.

The largest buyer was UBS, adding an estimated $5.07M. The largest seller was WFG Advisors, cutting an estimated $538K.

  • 52 institutional investors held VanEck Morningstar Wide Moat ETF (MOAT) as of Q1 2014, up from 49 in Q4 2013.
  • Funds reported $200M of VanEck Morningstar Wide Moat ETF stock for Q1 2014, up 17% quarter-over-quarter.
  • 6 funds opened new VanEck Morningstar Wide Moat ETF positions in Q1 2014 and 3 closed out, a net change of +3 holders.
  • The largest VanEck Morningstar Wide Moat ETF buyer in Q1 2014 was UBS, an estimated $5.07M added.
  • The largest VanEck Morningstar Wide Moat ETF seller in Q1 2014 was WFG Advisors, an estimated $538K sold.

Based on aggregated 13F filings for Q1 2014.