VanEck Morningstar Wide Moat ETF
MOAT
98 hedge funds and large institutions have $335M invested in VanEck Morningstar Wide Moat ETF in 2017 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 37 increasing their positions, 16 reducing their positions, and 2 closing their positions.
850% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 2
131% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 16
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
20% more funds holding
Funds holding: 82 → 98 (+16)
18% more capital invested
Capital invested by funds: $285M → $335M (+$50.2M)
0.13% more ownership
Funds ownership: 27.75% → 27.88% (+0.13%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$2.29M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$2.16M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$2.02M |
| 4 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$1.93M |
| 5 |
AIP
Ahrens Investment Partners
Lafayette,
Louisiana
|
+$1.57M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$4.7M |
| 2 |
Creative Planning
Overland Park,
Kansas
|
-$790K |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
-$604K |
| 4 |
MWM
Meridian Wealth Management
Lexington,
Kentucky
|
-$426K |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
-$345K |
MOAT Hedge Fund Activity: Q2 2017 in Review
98 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar Wide Moat ETF (MOAT) for Q2 2017, worth a combined $335M — up 18% from $285M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new MOAT positions and 2 closed out — a net gain of 17 holders — while 37 added to existing stakes and 16 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $2.29M. The largest seller was Wells Fargo, cutting an estimated $4.7M.
- 98 institutional investors held VanEck Morningstar Wide Moat ETF (MOAT) as of Q2 2017, up from 82 in Q1 2017.
- Funds reported $335M of VanEck Morningstar Wide Moat ETF stock for Q2 2017, up 18% quarter-over-quarter.
- 19 funds opened new VanEck Morningstar Wide Moat ETF positions in Q2 2017 and 2 closed out, a net change of +17 holders.
- The largest VanEck Morningstar Wide Moat ETF buyer in Q2 2017 was Morgan Stanley, an estimated $2.29M added.
- The largest VanEck Morningstar Wide Moat ETF seller in Q2 2017 was Wells Fargo, an estimated $4.7M sold.
Based on aggregated 13F filings for Q2 2017.