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VanEck Morningstar Wide Moat ETF

225 hedge funds and large institutions have $1.38B invested in VanEck Morningstar Wide Moat ETF in 2019 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 101 increasing their positions, 34 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

417% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 12

197% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 34

58% more funds holding in top 10

Funds holding in top 10: 1219 (+7)

38% more capital invested

Capital invested by funds: $999M → $1.38B (+$381M)

26% more funds holding

Funds holding: 178225 (+47)

2.41% more ownership

Funds ownership: 39.9%42.31% (+2.4%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $237K

Holders
225
Holders Change
+47
Holders Change %
+26.4%
% of All Funds
4.43%
Holding in Top 10
19
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+58.33%
% of All Funds
0.37%
New
62
Increased
101
Reduced
34
Closed
12
Calls
Puts
$237K
Net Calls
-$237K
Net Calls Change
-$237K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$175M +$21.4M +403,728 +14%
Bank of America
2
Bank of America
North Carolina
$116M +$11M +208,158 +11%
LPL Financial
3
LPL Financial
California
$75.2M +$29.4M +554,989 +68%
SWA
4
SFMG Wealth Advisors
Texas
$58.3M -$11.7M -221,560 -17%
JFA
5
JNBA Financial Advisors
Minnesota
$57.7M +$581K +10,975 +1%
FIG
6
FundX Investment Group
California
$48.5M +$46.8M +884,851 New
MCM
7
Mainstay Capital Management
Michigan
$47.5M +$45.9M +867,343 New
OIA
8
OneDigital Investment Advisors
Kansas
$42.3M +$556K +10,500 +1%
UBS Group
9
UBS Group
Switzerland
$40.9M +$807K +15,258 +2%
Wells Fargo
10
Wells Fargo
California
$40M +$3.2M +60,413 +9%
Ameriprise
11
Ameriprise
Minnesota
$37.6M +$2.26M +42,766 +7%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$36.7M +$5.14M +97,088 +17%
RJA
13
Raymond James & Associates
Florida
$33.5M +$6.94M +131,138 +27%
TI
14
TTP Investments
California
$31.1M +$4.43M +83,628 +17%
CWG
15
Cornerstone Wealth Group
North Carolina
$23.5M +$6.11M +115,445 +37%
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$22.1M
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$18.7M +$1.89M +35,718 +12%
KLI
18
Kelman-Lazarov Inc
Tennessee
$18.4M +$1.91M +36,049 +12%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$17.8M -$20.7M -392,058 -55%
BCI
20
Brinker Capital Investments
Pennsylvania
$16.4M +$4.02K +76 +0%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$15.5M +$3.28M +61,988 +28%
DAS
22
Dynamic Advisor Solutions
Arizona
$14.8M -$379K -7,160 -3%
TC
23
Trilogy Capital
California
$14.2M +$13.6M +256,390 New
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$13.1M +$3.79M +71,556 +42%
AIP
25
Ahrens Investment Partners
Louisiana
$12.6M +$726K +13,726 +6%

MOAT Hedge Fund Activity: Q4 2019 in Review

225 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar Wide Moat ETF (MOAT) for Q4 2019, worth a combined $1.38B — up 38% from $999M a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new MOAT positions and 12 closed out — a net gain of 50 holders — while 101 added to existing stakes and 34 trimmed.

The largest buyer was FundX Investment Group, opening a new position worth an estimated $46.8M. The largest seller was Northwestern Mutual Wealth Management, cutting an estimated $20.7M.

  • 225 institutional investors held VanEck Morningstar Wide Moat ETF (MOAT) as of Q4 2019, up from 178 in Q3 2019.
  • Funds reported $1.38B of VanEck Morningstar Wide Moat ETF stock for Q4 2019, up 38% quarter-over-quarter.
  • 62 funds opened new VanEck Morningstar Wide Moat ETF positions in Q4 2019 and 12 closed out, a net change of +50 holders.
  • The largest VanEck Morningstar Wide Moat ETF buyer in Q4 2019 was FundX Investment Group, an estimated $46.8M added.
  • The largest VanEck Morningstar Wide Moat ETF seller in Q4 2019 was Northwestern Mutual Wealth Management, an estimated $20.7M sold.

Based on aggregated 13F filings for Q4 2019.