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VanEck Morningstar Wide Moat ETF
MOAT

82 hedge funds and large institutions have $285M invested in VanEck Morningstar Wide Moat ETF in 2017 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 33 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

74% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 19

16% more capital invested

Capital invested by funds: $246M → $285M (+$39.2M)

5% more funds holding

Funds holding: 78 → 82 (+4)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

1.46% less ownership

Funds ownership: 29.21% → 27.75% (-1.5%)

Holders
82
Holders Change
+4
Holders Change %
+5.13%
% of All Funds
2.04%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
11
Increased
33
Reduced
19
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
+$7.64M
2
LFAS
Level Four Advisory Services
Texas
+$4.01M
3
LPL Financial
LPL Financial
California
+$1.69M
4
RJA
Raymond James & Associates
Florida
+$1.22M
5
UBS Group
UBS Group
Switzerland
+$1.21M

Top Sellers

1
Jane Street
Jane Street
New York
-$4.1M
2
HighTower Advisors
HighTower Advisors
Illinois
-$1.41M
3
VC
Vicus Capital
Pennsylvania
-$995K
4
Bank of America
Bank of America
North Carolina
-$440K
5
SG Americas Securities
SG Americas Securities
New York
-$432K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$59.6M +$503K +13,663 +0.9%
UBS Group
2
UBS Group
Switzerland
$52.7M +$1.21M +32,900 +2%
JFA
3
JNBA Financial Advisors
Minnesota
$31.9M -$325K -8,813 -1%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$20.5M +$7.64M +207,389 +61%
Wells Fargo
5
Wells Fargo
California
$13.3M +$1.04M +28,151 +9%
LPL Financial
6
LPL Financial
California
$12.4M +$1.69M +45,835 +16%
Bank of America
7
Bank of America
North Carolina
$10.8M -$440K -11,936 -4%
BCI
8
Brinker Capital Investments
Pennsylvania
$10.7M +$371K +10,063 +4%
KLI
9
Kelman-Lazarov Inc
Tennessee
$7.74M +$522K +14,173 +7%
AIP
10
Ahrens Investment Partners
Louisiana
$5.84M +$750K +20,355 +15%
RJA
11
Raymond James & Associates
Florida
$4.97M +$1.22M +33,026 +33%
NPC
12
National Planning Corporation
California
$4.78M -$16.4K -445 -0.3%
LFAS
13
Level Four Advisory Services
Texas
$4.05M +$4.01M +108,690 New
FDCDDQ
14
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.54M +$3.47M +94,251 New
Stifel Financial
15
Stifel Financial
Missouri
$2.96M -$21.6K -586 -0.7%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$2.83M +$186K +5,058 +7%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$2.2M +$331K +8,983 +18%
CFA
18
Cahill Financial Advisors
Minnesota
$2.17M -$33.9K -920 -2%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$2.15M +$13.4K +364 +0.6%
SPC
20
Sigma Planning Corp
Michigan
$2.14M +$33.7K +915 +2%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$1.63M +$71.7K +1,947 +5%
Ameriprise
22
Ameriprise
Minnesota
$1.6M +$240K +6,526 +18%
Citigroup
23
Citigroup
New York
$1.49M +$435K +11,806 +42%
SI
24
Stephens Inc
Arkansas
$1.38M +$121K +3,287 +10%
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$1.29M +$516K +13,998 +69%
1
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MOAT Hedge Fund Activity: Q1 2017 in Review

82 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar Wide Moat ETF (MOAT) for Q1 2017, worth a combined $285M — up 16% from $246M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new MOAT positions and 6 closed out — a net gain of 5 holders — while 33 added to existing stakes and 19 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $7.64M. The largest seller was Jane Street, exiting entirely with an estimated $4.1M sold.

  • 82 institutional investors held VanEck Morningstar Wide Moat ETF (MOAT) as of Q1 2017, up from 78 in Q4 2016.
  • Funds reported $285M of VanEck Morningstar Wide Moat ETF stock for Q1 2017, up 16% quarter-over-quarter.
  • 11 funds opened new VanEck Morningstar Wide Moat ETF positions in Q1 2017 and 6 closed out, a net change of +5 holders.
  • The largest VanEck Morningstar Wide Moat ETF buyer in Q1 2017 was Raymond James Financial Services Advisors, an estimated $7.64M added.
  • The largest VanEck Morningstar Wide Moat ETF seller in Q1 2017 was Jane Street, an estimated $4.1M sold.

Based on aggregated 13F filings for Q1 2017.