We are live on ! Find out more
MOAT icon

VanEck Morningstar Wide Moat ETF
MOAT

64 hedge funds and large institutions have $177M invested in VanEck Morningstar Wide Moat ETF in 2016 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

12% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 17

3% more funds holding

Funds holding: 62 → 64 (+2)

6.31% less ownership

Funds ownership: 29.94% → 23.63% (-6.3%)

14% less capital invested

Capital invested by funds: $207M → $177M (-$29.3M)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
64
Holders Change
+2
Holders Change %
+3.23%
% of All Funds
1.71%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
10
Increased
19
Reduced
17
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$6.68M
2
Wells Fargo
Wells Fargo
California
+$5.12M
3
Bank of America
Bank of America
North Carolina
+$2.5M
4
HighTower Advisors
HighTower Advisors
Illinois
+$1.68M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.34M

Top Sellers

1
JFA
JNBA Financial Advisors
Minnesota
-$30.9M
2
Goldman Sachs
Goldman Sachs
New York
-$16.7M
3
BCM
Barometer Capital Management
Ontario, Canada
-$3.13M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.77M
5
PMG
ProVise Management Group
Florida
-$1.67M
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$51.1M +$6.68M +195,773 +15%
UBS Group
2
UBS Group
Switzerland
$44.9M +$519K +15,203 +1%
BCI
3
Brinker Capital Investments
Pennsylvania
$9.07M -$203K -5,958 -2%
Bank of America
4
Bank of America
North Carolina
$8.86M +$2.5M +73,185 +39%
LPL Financial
5
LPL Financial
California
$8.8M -$367K -10,738 -4%
Wells Fargo
6
Wells Fargo
California
$7.51M +$5.12M +149,990 +213%
KLI
7
Kelman-Lazarov Inc
Tennessee
$6.09M +$717K +20,995 +13%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$5.5M +$1.34M +39,139 +32%
NPC
9
National Planning Corporation
California
$3.55M +$266K +7,801 +8%
RJA
10
Raymond James & Associates
Florida
$2.98M +$211K +6,174 +8%
Stifel Financial
11
Stifel Financial
Missouri
$2.75M -$18.2K -534 -0.7%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$2.33M -$420K -12,303 -15%
HighTower Advisors
13
HighTower Advisors
Illinois
$2.08M +$1.68M +49,360 +421%
CFA
14
Cahill Financial Advisors
Minnesota
$1.99M -$3.93K -115 -0.2%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$1.85M +$172K +5,053 +10%
SPC
16
Sigma Planning Corp
Michigan
$1.85M -$113K -3,305 -6%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$1.34M +$50.1K +1,468 +4%
SI
18
Stephens Inc
Arkansas
$1.07M +$81.6K +2,391 +8%
MCM
19
Mengis Capital Management
Oregon
$1.04M – – –
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$1.01M +$328K +9,605 +48%
Allianz Asset Management
21
Allianz Asset Management
Germany
$943K – – –
BPC
22
Banque Pictet & Cie
Switzerland
$884K -$590K -17,275 -40%
PNAA
23
Pictet North America Advisors
Switzerland
$884K -$67.4K -1,975 -7%
PAG
24
Private Advisor Group
New Jersey
$858K +$107K +3,139 +14%
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$685K +$112K +3,279 +19%
1
2 3

MOAT Hedge Fund Activity: Q3 2016 in Review

64 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar Wide Moat ETF (MOAT) for Q3 2016, worth a combined $177M — down 14% from $207M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new MOAT positions and 6 closed out — a net gain of 4 holders — while 19 added to existing stakes and 17 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $6.68M. The largest seller was JNBA Financial Advisors, cutting an estimated $30.9M.

  • 64 institutional investors held VanEck Morningstar Wide Moat ETF (MOAT) as of Q3 2016, up from 62 in Q2 2016.
  • Funds reported $177M of VanEck Morningstar Wide Moat ETF stock for Q3 2016, down 14% quarter-over-quarter.
  • 10 funds opened new VanEck Morningstar Wide Moat ETF positions in Q3 2016 and 6 closed out, a net change of +4 holders.
  • The largest VanEck Morningstar Wide Moat ETF buyer in Q3 2016 was Morgan Stanley, an estimated $6.68M added.
  • The largest VanEck Morningstar Wide Moat ETF seller in Q3 2016 was JNBA Financial Advisors, an estimated $30.9M sold.

Based on aggregated 13F filings for Q3 2016.