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VanEck Morningstar Wide Moat ETF

MOAT

Market cap $11.8B

131 hedge funds and large institutions have $477M invested in VanEck Morningstar Wide Moat ETF in 2018 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 53 increasing their positions, 27 reducing their positions, and 12 closing their positions.

New

Increased

Maintained

Reduced

Closed

96% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 27

25% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 12

2% more funds holding

Funds holding: 128 → 131 (+3)

5.21% less ownership

Funds ownership: 36.18% → 30.97% (-5.2%)

6% less capital invested

Capital invested by funds: $506M → $477M (-$28.3M)

17% less funds holding in top 10

Funds holding in top 10: 6 → 5 (-1)

Holders

131

Holders Change

Holders Change %

+2.34%

% of All Funds

2.99%

Holding in Top 10

Holding in Top 10 Change

-1

Holding in Top 10 Change %

-16.67%

% of All Funds

0.11%

New

Increased

Reduced

Closed

Calls

–

Puts

–

Net Calls

–

Net Calls Change

–

Top Buyers

1	BCM Barometer Capital Management Toronto, Ontario, Canada	+$5.33M
2	Bank of America Charlotte, North Carolina	+$3.67M
3	Ameriprise Minneapolis, Minnesota	+$2.85M
4	SWA SFMG Wealth Advisors Plano, Texas	+$2.2M
5	Commonwealth Equity Services Waltham, Massachusetts	+$1.98M

Top Sellers

1	JFA JNBA Financial Advisors Bloomington, Minnesota	-$45M
2	OIA OneDigital Investment Advisors Overland Park, Kansas	-$24.4M
3	BCI Brinker Capital Investments Berwyn, Pennsylvania	-$12.8M
4	TI TTP Investments San Jose, California	-$6.76M
5	CWM Cornerstone Wealth Management St. Peters, Missouri	-$3.57M

#	Name	Holding	Trade Value	Shares Change	Change in Stake
1	1 Morgan Stanley New York	$86M	+$360K	+7,900	+0.4%
2	SWA 2 SFMG Wealth Advisors Plano, Texas	$55.3M	+$2.2M	+48,113	+4%
3	3 UBS Group Zurich, Switzerland	$54.2M	+$314K	+6,883	+0.6%
4	TI 4 TTP Investments San Jose, California	$36.5M	-$6.76M	-148,043	-16%
5	RJFSA 5 Raymond James Financial Services Advisors St. Petersburg, Florida	$25M	+$897K	+19,648	+4%
6	6 LPL Financial San Diego, California	$24.7M	+$1.56M	+34,174	+7%
7	7 Bank of America Charlotte, North Carolina	$21.1M	+$3.67M	+80,519	+22%
8	KLI 8 Kelman-Lazarov Inc Memphis, Tennessee	$12.1M	-$71.5K	-1,566	-0.6%
9	9 Commonwealth Equity Services Waltham, Massachusetts	$9.24M	+$1.98M	+43,392	+28%
10	AIP 10 Ahrens Investment Partners Lafayette, Louisiana	$9.04M	-$137K	-3,004	-2%
11	BCM 11 Brookstone Capital Management Wheaton, Illinois	$7.71M	+$370K	+8,119	+5%
12	12 Wells Fargo San Francisco, California	$7.14M	+$1.2M	+26,407	+21%
13	LTFS 13 Ladenburg Thalmann Financial Services Miami, Florida	$6.84M	+$419K	+9,179	+7%
14	FDCDDQ 14 Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$6.71M	-$30.4K	-666	-0.5%
15	CWM 15 Cornerstone Wealth Management St. Peters, Missouri	$6.01M	-$3.57M	-78,324	-24%
16	16 Ameriprise Minneapolis, Minnesota	$5.85M	+$2.85M	+62,547	+100%
17	BCM 17 Barometer Capital Management Toronto, Ontario, Canada	$5.46M	+$5.33M	+116,900	New
18	18 Mirae Asset Global Investments Seoul, South Korea	$5.35M	+$1.07M	+23,400	+26%
19	RJA 19 Raymond James & Associates St Petersburg, Florida	$5.19M	-$46.5K	-1,020	-0.9%
20	DP 20 Denver PWM Denver, Colorado	$5.07M	+$5.07M	+111,215	New
21	21 Royal Bank of Canada Toronto, Ontario, Canada	$4.64M	-$101K	-2,206	-2%
22	22 Cambridge Investment Research Advisors Fairfield, Iowa	$4.35M	+$717K	+15,722	+20%
23	23 Stifel Financial St. Louis, Missouri	$4.17M	+$285K	+6,255	+8%
24	24 JP Morgan Chase New York	$3.98M	+$50.1K	+1,098	+1%
25	SPC 25 Sigma Planning Corp Ann Arbor, Michigan	$3.92M	+$327K	+7,159	+9%

MOAT Hedge Fund Activity: Q3 2018 in Review

131 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar Wide Moat ETF (MOAT) for Q3 2018, worth a combined $477M — down 5.6% from $506M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new MOAT positions and 12 closed out — a net gain of 3 holders — while 53 added to existing stakes and 27 trimmed.

The largest buyer was Barometer Capital Management, opening a new position worth an estimated $5.33M. The largest seller was JNBA Financial Advisors, exiting entirely with an estimated $45M sold.

131 institutional investors held VanEck Morningstar Wide Moat ETF (MOAT) as of Q3 2018, up from 128 in Q2 2018.
Funds reported $477M of VanEck Morningstar Wide Moat ETF stock for Q3 2018, down 5.6% quarter-over-quarter.
15 funds opened new VanEck Morningstar Wide Moat ETF positions in Q3 2018 and 12 closed out, a net change of +3 holders.
The largest VanEck Morningstar Wide Moat ETF buyer in Q3 2018 was Barometer Capital Management, an estimated $5.33M added.
The largest VanEck Morningstar Wide Moat ETF seller in Q3 2018 was JNBA Financial Advisors, an estimated $45M sold.

Based on aggregated 13F filings for Q3 2018.

VanEck Morningstar Wide Moat ETF MOAT Market cap $11.8B