VanEck Morningstar Wide Moat ETF
MOAT
61 hedge funds and large institutions have $223M invested in VanEck Morningstar Wide Moat ETF in 2016 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 33 reducing their positions, and 15 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
7.8% less ownership
Funds ownership: 40.74% → 32.93% (-7.8%)
15% less funds holding
Funds holding: 72 → 61 (-11)
23% less capital invested
Capital invested by funds: $290M → $223M (-$67.2M)
70% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 33
73% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JFA
JNBA Financial Advisors
Bloomington,
Minnesota
|
+$2.01M |
| 2 |
BCM
Barometer Capital Management
Toronto,
Ontario, Canada
|
+$1.01M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
+$449K |
| 4 |
VF
Virtu Financial
New York
|
+$323K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$291K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
-$42.3M |
| 2 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$7.83M |
| 3 |
LPL Financial
San Diego,
California
|
-$6.72M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$4.13M |
| 5 |
NPC
National Planning Corporation
El Segundo,
California
|
-$2.91M |
MOAT Hedge Fund Activity: Q1 2016 in Review
61 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar Wide Moat ETF (MOAT) for Q1 2016, worth a combined $223M — down 23% from $290M a quarter earlier.
Sellers outnumbered buyers: 15 funds closed out of MOAT and 4 opened new positions — a net loss of 11 holders — while 33 trimmed existing stakes and 10 added.
The largest buyer was JNBA Financial Advisors, adding an estimated $2.01M. The largest seller was Morningstar Investment Services, exiting entirely with an estimated $42.3M sold.
- 61 institutional investors held VanEck Morningstar Wide Moat ETF (MOAT) as of Q1 2016, down from 72 in Q4 2015.
- Funds reported $223M of VanEck Morningstar Wide Moat ETF stock for Q1 2016, down 23% quarter-over-quarter.
- 4 funds opened new VanEck Morningstar Wide Moat ETF positions in Q1 2016 and 15 closed out, a net change of -11 holders.
- The largest VanEck Morningstar Wide Moat ETF buyer in Q1 2016 was JNBA Financial Advisors, an estimated $2.01M added.
- The largest VanEck Morningstar Wide Moat ETF seller in Q1 2016 was Morningstar Investment Services, an estimated $42.3M sold.
Based on aggregated 13F filings for Q1 2016.