VanEck Morningstar Wide Moat ETF
MOAT
70 hedge funds and large institutions have $314M invested in VanEck Morningstar Wide Moat ETF in 2015 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 33 reducing their positions, and 10 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
1% less funds holding
Funds holding: 71 → 70 (-1)
7.51% less ownership
Funds ownership: 43.83% → 36.32% (-7.5%)
10% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 10
21% less capital invested
Capital invested by funds: $399M → $314M (-$85.6M)
55% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 33
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$969K |
| 2 |
AA
Ancora Advisors
Cleveland,
Ohio
|
+$865K |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$851K |
| 4 |
NPC
National Planning Corporation
El Segundo,
California
|
+$661K |
| 5 |
JFA
JNBA Financial Advisors
Bloomington,
Minnesota
|
+$536K |
Top Sellers
| 1 |
SWA
SFMG Wealth Advisors
Plano,
Texas
|
-$58M |
| 2 |
PNAA
Pictet North America Advisors
Geneva 73,
Switzerland
|
-$10.7M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$6.58M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$3.69M |
| 5 |
LPL Financial
San Diego,
California
|
-$2.42M |
MOAT Hedge Fund Activity: Q2 2015 in Review
70 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar Wide Moat ETF (MOAT) for Q2 2015, worth a combined $314M — down 21% from $399M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of MOAT and 9 opened new positions — a net loss of 1 holder — while 33 trimmed existing stakes and 15 added.
The largest buyer was Morgan Stanley, adding an estimated $969K. The largest seller was SFMG Wealth Advisors, cutting an estimated $58M.
- 70 institutional investors held VanEck Morningstar Wide Moat ETF (MOAT) as of Q2 2015, down from 71 in Q1 2015.
- Funds reported $314M of VanEck Morningstar Wide Moat ETF stock for Q2 2015, down 21% quarter-over-quarter.
- 9 funds opened new VanEck Morningstar Wide Moat ETF positions in Q2 2015 and 10 closed out, a net change of -1 holder.
- The largest VanEck Morningstar Wide Moat ETF buyer in Q2 2015 was Morgan Stanley, an estimated $969K added.
- The largest VanEck Morningstar Wide Moat ETF seller in Q2 2015 was SFMG Wealth Advisors, an estimated $58M sold.
Based on aggregated 13F filings for Q2 2015.