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VanEck Morningstar Wide Moat ETF
MOAT

229 hedge funds and large institutions have $1.4B invested in VanEck Morningstar Wide Moat ETF in 2020 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 85 increasing their positions, 67 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

841% more call options, than puts

Call options by funds: $2.06M | Put options by funds: $219K

86% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 22

35% more capital invested

Capital invested by funds: $1.04B → $1.4B (+$363M)

27% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 67

21% more funds holding in top 10

Funds holding in top 10: 14 → 17 (+3)

8% more funds holding

Funds holding: 212 → 229 (+17)

1.67% more ownership

Funds ownership: 40.81% → 42.48% (+1.7%)

Holders
229
Holders Change
+17
Holders Change %
+8.02%
% of All Funds
4.7%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.35%
New
41
Increased
85
Reduced
67
Closed
22
Calls
$2.06M
Puts
$219K
Net Calls
+$1.84M
Net Calls Change
+$1.84M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$91.3M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$40.4M
3
RJA
Raymond James & Associates
Florida
+$14.4M
4
FSA
Financial Services Advisory
Maryland
+$12.5M
5
Morgan Stanley
Morgan Stanley
New York
+$11.6M

Top Sellers

1
FIG
FundX Investment Group
California
-$26.4M
2
SWA
SFMG Wealth Advisors
Texas
-$26.1M
3
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$7.26M
4
JFA
JNBA Financial Advisors
Minnesota
-$6.24M
5
BCM
Brookstone Capital Management
Illinois
-$5.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
CHA
226
Carmichael Hill & Associates
Maryland
$1K – – –
GI
227
Gradient Investments
Minnesota
$1K – – –
VRM
228
Vectors Research Management
New York
$1K – – –
FWP
229
FAS Wealth Partners
Kansas
$1K +$1.39K +28 New
FIG
230
FundX Investment Group
California
– -$26.4M -604,347 Closed
BSAM
231
Blue Sky Asset Management
Colorado
– -$4.21M -96,162 Closed
IWM
232
IHT Wealth Management
Illinois
– -$2.37M -54,159 Closed
VWM
233
Venturi Wealth Management
Texas
– -$1.03M -23,581 Closed
HF
234
HRT Financial
New York
– -$869K -19,874 Closed
MC
235
Moors & Cabot
Massachusetts
– -$613K -14,149 Closed
ACP
236
Aveo Capital Partners
Colorado
– -$248K -5,675 Closed
Bank of Montreal
237
Bank of Montreal
Ontario, Canada
– -$133K -3,136 Closed
Fifth Third Bancorp
238
Fifth Third Bancorp
Ohio
– -$88K -2,020 Closed
GSWM
239
Golden State Wealth Management
California
– -$62K -1,406 Closed
SF
240
Synovus Financial
Georgia
– -$55K -1,248 Closed
AF
241
Advisornet Financial
Minnesota
– -$52K -1,189 Closed
RFM
242
Royal Fund Management
Florida
– -$40K -934 Closed
EWM
243
EPG Wealth Management
Georgia
– -$36K -830 Closed
NL
244
NVWM LLC
Pennsylvania
– -$25K -573 Closed
DWM
245
Darwin Wealth Management
Florida
– -$12K -280 Closed
BC
246
Bartlett & Co
Ohio
– -$7K -151 Closed
BCWM
247
Bartlett & Co Wealth Management
Ohio
– -$6.61K -151 Closed
SWA
248
Stratos Wealth Advisors
Ohio
– -$5K -125 Closed
KTC
249
Kistler-Tiffany Companies
Pennsylvania
– -$5K -92 Closed
HFS
250
Hantz Financial Services
Michigan
– -$3K -77 Closed
7 8 9
10
11

MOAT Hedge Fund Activity: Q2 2020 in Review

229 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar Wide Moat ETF (MOAT) for Q2 2020, worth a combined $1.4B — up 35% from $1.04B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new MOAT positions and 22 closed out — a net gain of 19 holders — while 85 added to existing stakes and 67 trimmed.

The largest buyer was Bank of America, adding an estimated $91.3M. The largest seller was FundX Investment Group, exiting entirely with an estimated $26.4M sold.

  • 229 institutional investors held VanEck Morningstar Wide Moat ETF (MOAT) as of Q2 2020, up from 212 in Q1 2020.
  • Funds reported $1.4B of VanEck Morningstar Wide Moat ETF stock for Q2 2020, up 35% quarter-over-quarter.
  • 41 funds opened new VanEck Morningstar Wide Moat ETF positions in Q2 2020 and 22 closed out, a net change of +19 holders.
  • The largest VanEck Morningstar Wide Moat ETF buyer in Q2 2020 was Bank of America, an estimated $91.3M added.
  • The largest VanEck Morningstar Wide Moat ETF seller in Q2 2020 was FundX Investment Group, an estimated $26.4M sold.

Based on aggregated 13F filings for Q2 2020.