VanEck Morningstar Wide Moat ETF
MOAT
127 hedge funds and large institutions have $499M invested in VanEck Morningstar Wide Moat ETF in 2018 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 45 increasing their positions, 36 reducing their positions, and 18 closing their positions.
25% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 36
1% less capital invested
Capital invested by funds: $506M → $499M (-$6.66M)
1.84% less ownership
Funds ownership: 37.03% → 35.19% (-1.8%)
5% less funds holding
Funds holding: 134 → 127 (-7)
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: 8 → 6 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.52M |
| 2 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$1.26M |
| 3 |
Northern Trust
Chicago,
Illinois
|
+$1.25M |
| 4 |
SWA
SFMG Wealth Advisors
Plano,
Texas
|
+$1.19M |
| 5 |
JFA
JNBA Financial Advisors
Bloomington,
Minnesota
|
+$959K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TI
TTP Investments
San Jose,
California
|
-$10.9M |
| 2 |
PS
Portfolio Strategies
Monsey,
New York
|
-$7.74M |
| 3 |
LPL Financial
San Diego,
California
|
-$3.73M |
| 4 |
AW
ACG Wealth
Atlanta,
Georgia
|
-$2.92M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$2.28M |
MOAT Hedge Fund Activity: Q2 2018 in Review
127 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar Wide Moat ETF (MOAT) for Q2 2018, worth a combined $499M — down 1.3% 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 45 added.
The largest buyer was Susquehanna International Group, adding an estimated $2.52M. The largest seller was TTP Investments, cutting an estimated $10.9M.
- 127 institutional investors held VanEck Morningstar Wide Moat ETF (MOAT) as of Q2 2018, down from 134 in Q1 2018.
- Funds reported $499M of VanEck Morningstar Wide Moat ETF stock for Q2 2018, down 1.3% 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 Susquehanna International Group, an estimated $2.52M 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.