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VanEck Morningstar Wide Moat ETF
MOAT

256 hedge funds and large institutions have $1.85B invested in VanEck Morningstar Wide Moat ETF in 2020 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 97 increasing their positions, 72 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

520% more call options, than puts

Call options by funds: $2.73M | Put options by funds: $440K

213% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 16

35% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 72

26% more funds holding in top 10

Funds holding in top 10: 19 → 24 (+5)

25% more capital invested

Capital invested by funds: $1.47B → $1.85B (+$374M)

13% more funds holding

Funds holding: 226 → 256 (+30)

1.78% more ownership

Funds ownership: 43.39% → 45.17% (+1.8%)

Holders
256
Holders Change
+30
Holders Change %
+13.27%
% of All Funds
4.53%
Holding in Top 10
24
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+26.32%
% of All Funds
0.42%
New
50
Increased
97
Reduced
72
Closed
16
Calls
$2.73M
Puts
$440K
Net Calls
+$2.29M
Net Calls Change
+$426K

Top Buyers

Rank Fund Capital Flow
1
OIA
OneDigital Investment Advisors
Kansas
+$19.6M
2
Ameriprise
Ameriprise
Minnesota
+$17.1M
3
FSA
Financial Services Advisory
Maryland
+$14.1M
4
Bank of America
Bank of America
North Carolina
+$9.97M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$9.29M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$8.64M
2
KA
Kovack Advisors
Florida
-$6.92M
3
CWG
Cornerstone Wealth Group
North Carolina
-$5.42M
4
Truist Financial
Truist Financial
North Carolina
-$5.1M
5
HighTower Advisors
HighTower Advisors
Illinois
-$3.68M
Name Holding Trade Value Shares
Change 		Change in
Stake
RPWA
226
Regent Peak Wealth Advisors
Georgia
$30K +$28.9K +491 New
FBT
227
First Bank & Trust
South Dakota
$28K – – –
MLFP
228
MPS Loria Financial Planners
Illinois
$25K – – –
HFA
229
Hoover Financial Advisors
Pennsylvania
$25K +$22.4K +381 New
GLLW
230
Graves Light Lenhart Wealth
Virginia
$25K +$23.4K +398 New
HWA
231
HHM Wealth Advisors
Tennessee
$24K +$295 +5 +1%
TFGT
232
TS Financial Group (TSFG)
Illinois
$20K – – –
AWA
233
Arkadios Wealth Advisors
Georgia
$20K +$19.7K +334 New
PK
234
Pflug Koory
Nebraska
$19K – – –
Bank of Montreal
235
Bank of Montreal
Ontario, Canada
$18K +$16.5K +280 New
FF
236
FourThought Financial
Florida
$18K +$17.7K +300 New
IA
237
IFS Advisors
Kansas
$16K +$15.6K +264 New
GEA
238
Glen Eagle Advisors
New Jersey
$15.5K – – –
CFA
239
Carroll Financial Associates
North Carolina
$15K +$177 +3 +1%
EWM
240
Edge Wealth Management
New York
$9K – – –
GAM
241
Gemmer Asset Management
California
$8K – – –
SL
242
Savior LLC
Massachusetts
$7K – – –
MCM
243
McMillion Capital Management
North Carolina
$7K +$6.71K +114 New
MAM
244
McCarthy Asset Management
California
$7K +$6.89K +117 New
COCM
245
Charter Oak Capital Management
New Hampshire
$6K +$5.42K +92 New
AIC
246
Archer Investment Corporation
Indiana
$5.15K -$9.07K -154 -65%
MAM
247
Meeder Asset Management
Ohio
$5K +$5.01K +85 New
TCOV
248
Trust Company of Vermont
Vermont
$4K -$1.18K -20 -24%
BWA
249
BDO Wealth Advisors
Florida
$4K – – –
BWM
250
Baystate Wealth Management
Massachusetts
$3K – – –
7 8 9
10
11

MOAT Hedge Fund Activity: Q4 2020 in Review

256 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar Wide Moat ETF (MOAT) for Q4 2020, worth a combined $1.85B — up 25% from $1.47B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new MOAT positions and 16 closed out — a net gain of 34 holders — while 97 added to existing stakes and 72 trimmed.

The largest buyer was OneDigital Investment Advisors, adding an estimated $19.6M. The largest seller was Goldman Sachs, cutting an estimated $8.64M.

  • 256 institutional investors held VanEck Morningstar Wide Moat ETF (MOAT) as of Q4 2020, up from 226 in Q3 2020.
  • Funds reported $1.85B of VanEck Morningstar Wide Moat ETF stock for Q4 2020, up 25% quarter-over-quarter.
  • 50 funds opened new VanEck Morningstar Wide Moat ETF positions in Q4 2020 and 16 closed out, a net change of +34 holders.
  • The largest VanEck Morningstar Wide Moat ETF buyer in Q4 2020 was OneDigital Investment Advisors, an estimated $19.6M added.
  • The largest VanEck Morningstar Wide Moat ETF seller in Q4 2020 was Goldman Sachs, an estimated $8.64M sold.

Based on aggregated 13F filings for Q4 2020.