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VanEck Morningstar International Moat ETF

23 hedge funds and large institutions have $26.2M invested in VanEck Morningstar International Moat ETF in 2018 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 5

39% more capital invested

Capital invested by funds: $18.9M → $26.2M (+$7.33M)

0% more funds holding

Funds holding: 2323 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

0.21% less ownership

Funds ownership: 25.74%25.53% (-0.21%)

Holders
23
Holders Change
Holders Change %
0%
% of All Funds
0.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
10
Reduced
5
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$7.51M +$7.06M +202,003 +1,171%
Bank of America
2
Bank of America
North Carolina
$3.66M +$1.94M +55,477 +108%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$3.1M +$41.2K +1,179 +1%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$2.35M -$828K -23,686 -26%
AIP
5
Ahrens Investment Partners
Louisiana
$2.06M -$1.93M -55,298 -48%
DP
6
Denver PWM
Colorado
$1.83M +$116K +3,316 +7%
WS
7
Wedbush Securities
California
$1.02M +$404K +11,568 +64%
UBS Group
8
UBS Group
Switzerland
$949K +$913K +26,139 +1,665%
BFO
9
Boston Family Office
Massachusetts
$762K +$132K +3,780 +20%
ALIONA
10
Allianz Life Insurance of North America
Minnesota
$566K -$38.3K -1,095 -6%
Jane Street
11
Jane Street
New York
$487K +$36.1K +1,034 +8%
LPL Financial
12
LPL Financial
California
$371K +$139K +3,978 +58%
RJA
13
Raymond James & Associates
Florida
$338K +$345K +9,859 New
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$315K +$140K +4,008 +77%
Citadel Advisors
15
Citadel Advisors
Florida
$263K -$39.2K -1,121 -13%
BCI
16
Brinker Capital Investments
Pennsylvania
$230K -$17.2K -492 -7%
ATC
17
Argent Trust Co
Tennessee
$212K
JP Morgan Chase
18
JP Morgan Chase
New York
$86K +$88.2K +2,525 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$82K +$83.5K +2,390 New
SWP
20
Stratos Wealth Partners
Ohio
$23K
CFD
21
Creative Financial Designs
Indiana
$17K
FDCDDQ
22
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.3K
AG
23
Advisor Group
Arizona
$2K +$1.89K +54 New
SI
24
SII Investments
Wisconsin
-$510K -14,875 Closed
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
-$344K -10,082 Closed

MOTI Hedge Fund Activity: Q1 2018 in Review

23 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar International Moat ETF (MOTI) for Q1 2018, worth a combined $26.2M — up 39% from $18.9M a quarter earlier.

Fund positioning in MOTI was balanced in Q1 2018: 4 funds opened new positions, 4 closed out, 10 added to existing stakes and 5 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $7.06M. The largest seller was Ahrens Investment Partners, cutting an estimated $1.93M.

  • 23 institutional investors held VanEck Morningstar International Moat ETF (MOTI) as of Q1 2018, unchanged from Q4 2017.
  • Funds reported $26.2M of VanEck Morningstar International Moat ETF stock for Q1 2018, up 39% quarter-over-quarter.
  • 4 funds opened new VanEck Morningstar International Moat ETF positions in Q1 2018 and 4 closed out, a net change of 0 holders.
  • The largest VanEck Morningstar International Moat ETF buyer in Q1 2018 was Morgan Stanley, an estimated $7.06M added.
  • The largest VanEck Morningstar International Moat ETF seller in Q1 2018 was Ahrens Investment Partners, an estimated $1.93M sold.

Based on aggregated 13F filings for Q1 2018.