VanEck Morningstar Wide Moat ETF
MOAT
56 hedge funds and large institutions have $229M invested in VanEck Morningstar Wide Moat ETF in 2014 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 33 increasing their positions, 8 reducing their positions, and 4 closing their positions.
1,037% more capital inflows, than outflows
Capital inflows: $21.1M | Capital outflows: $1.86M
313% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 8
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
8% more funds holding
Funds holding: 52 → 56 (+4)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$2.75M |
| 2 |
UBS
Zurich,
Switzerland
|
+$2.65M |
| 3 |
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$1.8M |
| 4 |
Morningstar Investment Services
Chicago,
Illinois
|
+$1.68M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Virtu KCG Holdings
New York
|
-$507K |
| 2 |
United Asset Strategies
Garden City,
New York
|
-$356K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$278K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$201K |
| 5 |
Dynamic Advisor Solutions
Phoenix,
Arizona
|
-$147K |
MOAT Hedge Fund Activity: Q2 2014 in Review
56 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar Wide Moat ETF (MOAT) for Q2 2014, worth a combined $229M — up 14% from $200M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new MOAT positions and 4 closed out — a net gain of 4 holders — while 33 added to existing stakes and 8 trimmed.
The largest buyer was LPL Financial, adding an estimated $2.75M. The largest seller was Virtu KCG Holdings, exiting entirely with an estimated $507K sold.
- 56 institutional investors held VanEck Morningstar Wide Moat ETF (MOAT) as of Q2 2014, up from 52 in Q1 2014.
- Funds reported $229M of VanEck Morningstar Wide Moat ETF stock for Q2 2014, up 14% quarter-over-quarter.
- 8 funds opened new VanEck Morningstar Wide Moat ETF positions in Q2 2014 and 4 closed out, a net change of +4 holders.
- The largest VanEck Morningstar Wide Moat ETF buyer in Q2 2014 was LPL Financial, an estimated $2.75M added.
- The largest VanEck Morningstar Wide Moat ETF seller in Q2 2014 was Virtu KCG Holdings, an estimated $507K sold.
Based on aggregated 13F filings for Q2 2014.