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VanEck Morningstar Wide Moat ETF
MOAT

178 hedge funds and large institutions have $999M invested in VanEck Morningstar Wide Moat ETF in 2019 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 74 increasing their positions, 45 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 45

33% more funds holding in top 10

Funds holding in top 10: 9 → 12 (+3)

10% more capital invested

Capital invested by funds: $911M → $999M (+$88.6M)

6% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 18

0.45% more ownership

Funds ownership: 39.45% → 39.9% (+0.45%)

0% more funds holding

Funds holding: 178 → 178 (0)

Holders
178
Holders Change
–
Holders Change %
0%
% of All Funds
3.9%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.26%
New
19
Increased
74
Reduced
45
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$24.5M
2
Bank of America
Bank of America
North Carolina
+$17.2M
3
CFG
CMC Financial Group
Georgia
+$10.3M
4
RJA
Raymond James & Associates
Florida
+$8.26M
5
DAS
Dynamic Advisor Solutions
Arizona
+$7.04M

Top Sellers

1
OIA
OneDigital Investment Advisors
Kansas
-$28.2M
2
SWA
SFMG Wealth Advisors
Texas
-$7.49M
3
Cerity Partners
Cerity Partners
New York
-$4.07M
4
TRCT
Tower Research Capital (TRC)
New York
-$3.62M
5
FTS
Fifth Third Securities
Ohio
-$3.41M
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$140M +$2.79M +56,984 +2%
Bank of America
2
Bank of America
North Carolina
$95.4M +$17.2M +351,204 +23%
SWA
3
SFMG Wealth Advisors
Texas
$64.5M -$7.49M -152,845 -11%
JFA
4
JNBA Financial Advisors
Minnesota
$52.3M +$224K +4,571 +0.4%
LPL Financial
5
LPL Financial
California
$41M -$911K -18,590 -2%
OIA
6
OneDigital Investment Advisors
Kansas
$38.2M -$28.2M -575,966 -43%
UBS Group
7
UBS Group
Switzerland
$36.6M -$1.17M -23,854 -3%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$35.9M +$24.5M +498,850 +229%
Wells Fargo
9
Wells Fargo
California
$33.6M +$3.23M +65,941 +11%
Ameriprise
10
Ameriprise
Minnesota
$32.2M +$1.6M +32,614 +5%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$28.7M +$1.41M +28,687 +5%
TI
12
TTP Investments
California
$24.3M +$49.9K +1,018 +0.2%
RJA
13
Raymond James & Associates
Florida
$24.1M +$8.26M +168,555 +54%
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$22.1M – – –
CWG
15
Cornerstone Wealth Group
North Carolina
$15.7M -$626K -12,779 -4%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$15.3M +$1.57M +32,060 +12%
KLI
17
Kelman-Lazarov Inc
Tennessee
$15M +$180K +3,672 +1%
BCI
18
Brinker Capital Investments
Pennsylvania
$15M +$51.5K +1,050 +0.4%
DAS
19
Dynamic Advisor Solutions
Arizona
$13.9M +$7.04M +143,648 +107%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$11M +$559K +11,410 +5%
AIP
21
Ahrens Investment Partners
Louisiana
$10.8M +$1.32K +27 +0%
CFG
22
CMC Financial Group
Georgia
$10.5M +$10.3M +210,150 New
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$8.89M +$3.09M +63,128 +55%
DC
24
Davenport & Co
Virginia
$8.87M -$216K -4,407 -2%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$8.45M +$313K +6,387 +4%
1
2 3 4 5

MOAT Hedge Fund Activity: Q3 2019 in Review

178 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar Wide Moat ETF (MOAT) for Q3 2019, worth a combined $999M — up 9.7% from $911M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new MOAT positions and 18 closed out — a net gain of 1 holder — while 74 added to existing stakes and 45 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $24.5M. The largest seller was OneDigital Investment Advisors, cutting an estimated $28.2M.

  • 178 institutional investors held VanEck Morningstar Wide Moat ETF (MOAT) as of Q3 2019, unchanged from Q2 2019.
  • Funds reported $999M of VanEck Morningstar Wide Moat ETF stock for Q3 2019, up 9.7% quarter-over-quarter.
  • 19 funds opened new VanEck Morningstar Wide Moat ETF positions in Q3 2019 and 18 closed out, a net change of +1 holder.
  • The largest VanEck Morningstar Wide Moat ETF buyer in Q3 2019 was Northwestern Mutual Wealth Management, an estimated $24.5M added.
  • The largest VanEck Morningstar Wide Moat ETF seller in Q3 2019 was OneDigital Investment Advisors, an estimated $28.2M sold.

Based on aggregated 13F filings for Q3 2019.