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VanEck Morningstar Wide Moat ETF

128 hedge funds and large institutions have $506M invested in VanEck Morningstar Wide Moat ETF in 2018 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 46 increasing their positions, 36 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 36

0% less capital invested

Capital invested by funds: $506M → $506M (-$487K)

0.85% less ownership

Funds ownership: 37.03%36.18% (-0.85%)

4% less funds holding

Funds holding: 134128 (-6)

22% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 18

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
128
Holders Change
-6
Holders Change %
-4.48%
% of All Funds
2.93%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.14%
New
14
Increased
46
Reduced
36
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$79.7M -$594K -13,943 -0.8%
SWA
2
SFMG Wealth Advisors
Texas
$52.1M +$1.19M +27,928 +2%
UBS Group
3
UBS Group
Switzerland
$50.2M +$927K +21,752 +2%
JFA
4
JNBA Financial Advisors
Minnesota
$45M +$959K +22,524 +2%
TI
5
TTP Investments
California
$40.5M -$10.9M -256,097 -22%
OIA
6
OneDigital Investment Advisors
Kansas
$24.4M +$1.26M +29,610 +6%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$22.4M -$2.28M -53,422 -9%
LPL Financial
8
LPL Financial
California
$21.5M -$3.73M -87,559 -15%
Bank of America
9
Bank of America
North Carolina
$16.2M +$237K +5,561 +2%
BCI
10
Brinker Capital Investments
Pennsylvania
$13.2M +$99.1K +2,327 +0.8%
KLI
11
Kelman-Lazarov Inc
Tennessee
$11.4M +$351K +8,240 +3%
AIP
12
Ahrens Investment Partners
Louisiana
$8.55M -$189K -4,436 -2%
CWM
13
Cornerstone Wealth Management
Missouri
$7.38M +$13.4M +314,834 +4,670%
BCM
14
Brookstone Capital Management
Illinois
$6.83M +$443K +10,411 +7%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$6.72M +$289K +6,791 +5%
FDCDDQ
16
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.28M +$177K +4,148 +3%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$5.69M
Wells Fargo
18
Wells Fargo
California
$5.51M -$740K -17,362 -12%
RJA
19
Raymond James & Associates
Florida
$4.88M -$1.05M -24,649 -18%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$4.42M -$1.06M -24,897 -20%
Mirae Asset Global Investments
21
Mirae Asset Global Investments
South Korea
$3.96M +$315K +7,400 +9%
JP Morgan Chase
22
JP Morgan Chase
New York
$3.66M +$253K +5,944 +8%
Stifel Financial
23
Stifel Financial
Missouri
$3.62M +$114K +2,674 +3%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$3.58M +$49.3K +1,157 +1%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$3.37M +$92.4K +2,169 +3%

MOAT Hedge Fund Activity: Q2 2018 in Review

128 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar Wide Moat ETF (MOAT) for Q2 2018, worth a combined $506M — down 0.1% from $506M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of MOAT and 14 opened new positions — a net loss of 4 holders — while 36 trimmed existing stakes and 46 added.

The largest buyer was Cornerstone Wealth Management, adding an estimated $13.4M. The largest seller was TTP Investments, cutting an estimated $10.9M.

  • 128 institutional investors held VanEck Morningstar Wide Moat ETF (MOAT) as of Q2 2018, down from 134 in Q1 2018.
  • Funds reported $506M of VanEck Morningstar Wide Moat ETF stock for Q2 2018, down 0.1% quarter-over-quarter.
  • 14 funds opened new VanEck Morningstar Wide Moat ETF positions in Q2 2018 and 18 closed out, a net change of -4 holders.
  • The largest VanEck Morningstar Wide Moat ETF buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $13.4M added.
  • The largest VanEck Morningstar Wide Moat ETF seller in Q2 2018 was TTP Investments, an estimated $10.9M sold.

Based on aggregated 13F filings for Q2 2018.