VanEck Morningstar Wide Moat ETF
MOAT
113 hedge funds and large institutions have $498M invested in VanEck Morningstar Wide Moat ETF in 2017 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 39 increasing their positions, 28 reducing their positions, and 8 closing their positions.
175% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 8
75% more funds holding in top 10
Funds holding in top 10: 4 → 7 (+3)
39% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 28
36% more capital invested
Capital invested by funds: $366M → $498M (+$132M)
14% more funds holding
Funds holding: 99 → 113 (+14)
9.25% more ownership
Funds ownership: 28.25% → 37.51% (+9.3%)
Top Buyers
| 1 |
SWA
SFMG Wealth Advisors
Plano,
Texas
|
+$47.4M |
| 2 |
LPL Financial
San Diego,
California
|
+$3.31M |
| 3 |
AW
ACG Wealth
Atlanta,
Georgia
|
+$2.62M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$2.5M |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$1.59M |
Top Sellers
| 1 |
NPC
National Planning Corporation
El Segundo,
California
|
-$3.96M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$2.73M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$2.63M |
| 4 |
VF
Virtu Financial
New York
|
-$2.04M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$1.62M |
MOAT Hedge Fund Activity: Q4 2017 in Review
113 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar Wide Moat ETF (MOAT) for Q4 2017, worth a combined $498M — up 36% from $366M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new MOAT positions and 8 closed out — a net gain of 14 holders — while 39 added to existing stakes and 28 trimmed.
The largest buyer was SFMG Wealth Advisors, opening a new position worth an estimated $47.4M. The largest seller was National Planning Corporation, exiting entirely with an estimated $3.96M sold.
- 113 institutional investors held VanEck Morningstar Wide Moat ETF (MOAT) as of Q4 2017, up from 99 in Q3 2017.
- Funds reported $498M of VanEck Morningstar Wide Moat ETF stock for Q4 2017, up 36% quarter-over-quarter.
- 22 funds opened new VanEck Morningstar Wide Moat ETF positions in Q4 2017 and 8 closed out, a net change of +14 holders.
- The largest VanEck Morningstar Wide Moat ETF buyer in Q4 2017 was SFMG Wealth Advisors, an estimated $47.4M added.
- The largest VanEck Morningstar Wide Moat ETF seller in Q4 2017 was National Planning Corporation, an estimated $3.96M sold.
Based on aggregated 13F filings for Q4 2017.