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VanEck Morningstar Wide Moat ETF
MOAT

458 hedge funds and large institutions have $5.29B invested in VanEck Morningstar Wide Moat ETF in 2023 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 208 increasing their positions, 95 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

531% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 16

438% more call options, than puts

Call options by funds: $14.4M | Put options by funds: $2.68M

119% more repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 95

38% more capital invested

Capital invested by funds: $3.82B → $5.29B (+$1.47B)

22% more funds holding in top 10

Funds holding in top 10: 55 → 67 (+12)

21% more funds holding

Funds holding: 379 → 458 (+79)

5.48% more ownership

Funds ownership: 52.34% → 57.82% (+5.5%)

Holders
458
Holders Change
+79
Holders Change %
+20.84%
% of All Funds
7.19%
Holding in Top 10
67
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+21.82%
% of All Funds
1.05%
New
101
Increased
208
Reduced
95
Closed
16
Calls
$14.4M
Puts
$2.68M
Net Calls
+$11.8M
Net Calls Change
-$73M

Top Buyers

1
SC
Soundwatch Capital
Connecticut
+$203M
2
LPL Financial
LPL Financial
California
+$96.2M
3
EWA
EP Wealth Advisors
California
+$78.6M
4
Bank of America
Bank of America
North Carolina
+$74.2M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$73.9M

Top Sellers

1
AWM
Activest Wealth Management
Florida
-$14.7M
2
PP
Prudential plc
United Kingdom
-$12.7M
3
OIA
OneDigital Investment Advisors
Kansas
-$9.57M
4
CWM
Cornerstone Wealth Management
Missouri
-$3.82M
5
WP
WealthPLAN Partners
Nebraska
-$2.24M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWG
226
Altus Wealth Group
Colorado
$1.76M +$20.9K +278 +1%
AIC
227
Ayalon Insurance Company
Israel
$1.74M +$1.64M +21,855 New
GSIAS
228
Garden State Investment Advisory Services
New Jersey
$1.74M – – –
CBFP
229
Cedar Brook Financial Partners
Ohio
$1.72M +$367K +4,870 +29%
AIP
230
Almanack Investment Partners
Pennsylvania
$1.72M -$19K -253 -1%
SMC
231
Smith, Moore & Co
Missouri
$1.71M +$109K +1,443 +7%
KWM
232
Kingsview Wealth Management
Oregon
$1.68M +$1.58M +21,028 New
WS
233
Wedbush Securities
California
$1.66M +$689K +9,151 +78%
FA
234
Flagstar Advisors
New York
$1.66M +$1.56M +20,764 New
RJT
235
Raymond James Trust
Florida
$1.64M +$611K +8,117 +65%
FTS
236
Fifth Third Securities
Ohio
$1.61M – – –
HFS
237
Howard Financial Services
Texas
$1.6M +$330K +4,390 +28%
SWM
238
SFG Wealth Management
Maryland
$1.57M +$1.27M +16,812 +586%
Northern Trust
239
Northern Trust
Illinois
$1.56M -$20.7K -275 -1%
KA
240
Kovack Advisors
Florida
$1.51M +$1.17M +15,595 +462%
CIC
241
Carnegie Investment Counsel
Ohio
$1.51M -$8.58K -114 -0.6%
VF
242
VitalStone Financial
Texas
$1.49M -$381K -5,059 -20%
9WM
243
9258 Wealth Management
Ohio
$1.47M +$15.2K +202 +1%
PFGIA
244
Patriot Financial Group Insurance Agency
Massachusetts
$1.46M -$48.8K -648 -3%
SFA
245
Sequoia Financial Advisors
Ohio
$1.46M +$139K +1,845 +11%
Goldman Sachs
246
Goldman Sachs
New York
$1.46M +$1.37M +18,261 New
BAM
247
Belpointe Asset Management
Nevada
$1.43M -$944K -12,542 -41%
LCM
248
Lunt Capital Management
Utah
$1.42M +$1.34M +17,799 New
National Bank of Canada
249
National Bank of Canada
Quebec, Canada
$1.32M +$666K +8,849 +115%
AFG
250
Atomi Financial Group
New York
$1.32M -$77.1K -1,024 -6%
8 9
10
11 12

MOAT Hedge Fund Activity: Q2 2023 in Review

458 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar Wide Moat ETF (MOAT) for Q2 2023, worth a combined $5.29B — up 38% from $3.82B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new MOAT positions and 16 closed out — a net gain of 85 holders — while 208 added to existing stakes and 95 trimmed.

The largest buyer was Soundwatch Capital, adding an estimated $203M. The largest seller was Activest Wealth Management, exiting entirely with an estimated $14.7M sold.

  • 458 institutional investors held VanEck Morningstar Wide Moat ETF (MOAT) as of Q2 2023, up from 379 in Q1 2023.
  • Funds reported $5.29B of VanEck Morningstar Wide Moat ETF stock for Q2 2023, up 38% quarter-over-quarter.
  • 101 funds opened new VanEck Morningstar Wide Moat ETF positions in Q2 2023 and 16 closed out, a net change of +85 holders.
  • The largest VanEck Morningstar Wide Moat ETF buyer in Q2 2023 was Soundwatch Capital, an estimated $203M added.
  • The largest VanEck Morningstar Wide Moat ETF seller in Q2 2023 was Activest Wealth Management, an estimated $14.7M sold.

Based on aggregated 13F filings for Q2 2023.