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VanEck Morningstar Wide Moat ETF
MOAT

59 hedge funds and large institutions have $298M invested in VanEck Morningstar Wide Moat ETF in 2014 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 35 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

218% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 11

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

29% more capital invested

Capital invested by funds: $231M → $298M (+$67.3M)

5% more funds holding

Funds holding: 56 → 59 (+3)

3.94% more ownership

Funds ownership: 30.74% → 34.68% (+3.9%)

Holders
59
Holders Change
+3
Holders Change %
+5.36%
% of All Funds
1.71%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
5
Increased
35
Reduced
11
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PNAA
Pictet North America Advisors
Switzerland
+$27.8M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$6.18M
3
MIS
Morningstar Investment Services
Illinois
+$5.77M
4
LPL Financial
LPL Financial
California
+$5.57M
5
U
UBS
Switzerland
+$3.16M

Top Sellers

1
Jane Street
Jane Street
New York
-$1.53M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$886K
3
Morgan Stanley
Morgan Stanley
New York
-$670K
4
CAN
Cetera Advisor Networks
California
-$255K
5
AW
ACG Wealth
Georgia
-$207K
Name Holding Trade Value Shares
Change 		Change in
Stake
U
1
UBS
Switzerland
$49M +$3.16M +101,659 +7%
Morgan Stanley
2
Morgan Stanley
New York
$42.2M -$670K -21,538 -2%
MIS
3
Morningstar Investment Services
Illinois
$31.4M +$5.77M +185,474 +23%
LPL Financial
4
LPL Financial
California
$29.1M +$5.57M +179,118 +23%
PNAA
5
Pictet North America Advisors
Switzerland
$28M +$27.8M +892,735 New
JFA
6
JNBA Financial Advisors
Minnesota
$25.5M +$960K +30,866 +4%
Bank of America
7
Bank of America
North Carolina
$18.1M +$2.51M +80,751 +16%
BCI
8
Brinker Capital Investments
Pennsylvania
$10.8M – – –
Schroder Investment Management Group
9
Schroder Investment Management Group
United Kingdom
$6.22M +$6.18M +198,702 New
PAG
10
Private Advisor Group
New Jersey
$4.06M +$2.94M +94,522 +269%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$3.58M +$99.5K +3,198 +3%
BTS
12
BB&T Securities
Virginia
$3.19M +$85.1K +2,735 +37%
PMG
13
ProVise Management Group
Florida
$3.04M +$19.4K +625 +0.6%
AI
14
Atria Investments
North Carolina
$2.94M -$33.3K -1,070 -1%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$2.83M +$2.28M +73,365 +433%
CFA
16
Cahill Financial Advisors
Minnesota
$2.46M +$9.58K +308 +0.4%
OC
17
Oppenheimer & Co
New York
$2.26M +$264K +8,482 +13%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$2.25M +$206K +6,624 +10%
Ameriprise
19
Ameriprise
Minnesota
$2.24M +$271K +8,717 +14%
UCFA
20
United Capital Financial Advisors
Texas
$2.2M +$2.19M +70,294 New
RC
21
Roundview Capital
New Jersey
$1.97M +$235K +7,560 +14%
AA
22
Ancora Advisors
Ohio
$1.97M -$21.1K -679 -1%
AIG
23
American International Group
New York
$1.93M -$10.1K -326 -0.5%
Wells Fargo
24
Wells Fargo
California
$1.76M +$383K +12,305 +28%
SWA
25
SFMG Wealth Advisors
Texas
$1.7M +$1.25M +40,112 +280%
1
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MOAT Hedge Fund Activity: Q3 2014 in Review

59 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar Wide Moat ETF (MOAT) for Q3 2014, worth a combined $298M — up 29% from $231M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new MOAT positions and 2 closed out — a net gain of 3 holders — while 35 added to existing stakes and 11 trimmed.

The largest buyer was Pictet North America Advisors, opening a new position worth an estimated $27.8M. The largest seller was Jane Street, cutting an estimated $1.53M.

  • 59 institutional investors held VanEck Morningstar Wide Moat ETF (MOAT) as of Q3 2014, up from 56 in Q2 2014.
  • Funds reported $298M of VanEck Morningstar Wide Moat ETF stock for Q3 2014, up 29% quarter-over-quarter.
  • 5 funds opened new VanEck Morningstar Wide Moat ETF positions in Q3 2014 and 2 closed out, a net change of +3 holders.
  • The largest VanEck Morningstar Wide Moat ETF buyer in Q3 2014 was Pictet North America Advisors, an estimated $27.8M added.
  • The largest VanEck Morningstar Wide Moat ETF seller in Q3 2014 was Jane Street, an estimated $1.53M sold.

Based on aggregated 13F filings for Q3 2014.