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VanEck Morningstar International Moat ETF

23 hedge funds and large institutions have $18.9M invested in VanEck Morningstar International Moat ETF in 2017 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 3

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

21% more funds holding

Funds holding: 1923 (+4)

7% more capital invested

Capital invested by funds: $17.7M → $18.9M (+$1.22M)

4.17% more ownership

Funds ownership: 21.57%25.74% (+4.2%)

Holders
23
Holders Change
+4
Holders Change %
+21.05%
% of All Funds
0.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
12
Reduced
3
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
1
Ahrens Investment Partners
Louisiana
$3.94M +$80.5K +2,275 +2%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$3.15M +$55.6K +1,570 +2%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$3.04M +$529K +14,937 +20%
Bank of America
4
Bank of America
North Carolina
$1.76M +$540K +15,248 +42%
DP
5
Denver PWM
Colorado
$1.73M +$66.2K +1,870 +4%
BFO
6
Boston Family Office
Massachusetts
$630K +$110K +3,115 +20%
WS
7
Wedbush Securities
California
$621K +$268K +7,568 +71%
ALIONA
8
Allianz Life Insurance of North America
Minnesota
$601K +$316K +8,925 +103%
Morgan Stanley
9
Morgan Stanley
New York
$589K +$611K +17,252 New
SI
10
SII Investments
Wisconsin
$510K +$22.5K +637 +4%
Jane Street
11
Jane Street
New York
$450K -$71.2K -2,013 -13%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$344K +$82.2K +2,323 +30%
Citadel Advisors
13
Citadel Advisors
Florida
$300K +$311K +8,801 New
BCI
14
Brinker Capital Investments
Pennsylvania
$246K +$20.6K +583 +9%
OMC
15
Old Mission Capital
Illinois
$241K -$212K -5,991 -46%
LPL Financial
16
LPL Financial
California
$234K -$5.77K -163 -2%
ATC
17
Argent Trust Co
Tennessee
$211K +$7.43K +210 +4%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$177K +$184K +5,201 New
UBS Group
19
UBS Group
Switzerland
$54K +$55.6K +1,570 New
BL
20
Balentine LLC
Georgia
$34K +$35.4K +1,000 New
SWP
21
Stratos Wealth Partners
Ohio
$23K +$24.1K +680 New
CFD
22
Creative Financial Designs
Indiana
$17K
FDCDDQ
23
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.2K
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
-$619K -17,366 Closed
FA
25
FDx Advisors
Illinois
-$389K -10,894 Closed

MOTI Hedge Fund Activity: Q4 2017 in Review

23 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar International Moat ETF (MOTI) for Q4 2017, worth a combined $18.9M — up 6.9% from $17.7M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new MOTI positions and 2 closed out — a net gain of 4 holders — while 12 added to existing stakes and 3 trimmed.

The largest buyer was Morgan Stanley, opening a new position worth an estimated $611K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $619K sold.

  • 23 institutional investors held VanEck Morningstar International Moat ETF (MOTI) as of Q4 2017, up from 19 in Q3 2017.
  • Funds reported $18.9M of VanEck Morningstar International Moat ETF stock for Q4 2017, up 6.9% quarter-over-quarter.
  • 6 funds opened new VanEck Morningstar International Moat ETF positions in Q4 2017 and 2 closed out, a net change of +4 holders.
  • The largest VanEck Morningstar International Moat ETF buyer in Q4 2017 was Morgan Stanley, an estimated $611K added.
  • The largest VanEck Morningstar International Moat ETF seller in Q4 2017 was Susquehanna International Group, an estimated $619K sold.

Based on aggregated 13F filings for Q4 2017.