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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
CF
251
Centaurus Financial
California
$1.31M -$238K -3,161 -16%
PWM
252
Perigon Wealth Management
California
$1.3M +$812K +10,788 +197%
USCWA
253
U.S. Capital Wealth Advisors
Texas
$1.29M -$113K -1,497 -8%
CA
254
CoreCap Advisors
Michigan
$1.29M +$1.22M +16,145 New
Wealthfront Advisers
255
Wealthfront Advisers
California
$1.25M +$189K +2,509 +19%
GWSG
256
GPS Wealth Strategies Group
Colorado
$1.22M +$222K +2,950 +24%
Fidelity Investments
257
Fidelity Investments
Massachusetts
$1.22M +$218K +2,893 +23%
CIBC Private Wealth Group
258
CIBC Private Wealth Group
Georgia
$1.21M +$1.15M +15,223 New
AA
259
Ancora Advisors
Ohio
$1.2M +$539K +7,166 +91%
DWM
260
Defined Wealth Management
Oregon
$1.19M +$70.5K +937 +7%
TC
261
Trilogy Capital
California
$1.19M -$68.9K -915 -6%
EFS
262
Essex Financial Services
Connecticut
$1.19M +$532K +7,065 +90%
PG
263
Patten Group
Tennessee
$1.18M +$50.9K +676 +5%
ACA
264
Ascension Capital Advisors
Texas
$1.17M – – –
WI
265
Wintrust Investments
Illinois
$1.14M +$1.07M +14,263 New
EWA
266
EP Wealth Advisors
California
$1.13M +$78.6M +1,043,916 +3,254%
PMG
267
ProVise Management Group
Florida
$1.06M -$157K -2,081 -14%
Brown Advisory
268
Brown Advisory
Maryland
$1.05M +$265K +3,519 +37%
JWCA
269
J.W. Cole Advisors
Florida
$1.02M -$21.2K -282 -2%
PTC
270
Private Trust Company
Ohio
$992K +$474K +6,291 +102%
VDBMI
271
Van Den Berg Management I
Texas
$988K -$7.75K -103 -0.8%
FFN
272
Focus Financial Network
Minnesota
$983K +$73.6K +978 +9%
WTC
273
WhitTier Trust Company
Nevada
$981K – – –
MIH
274
Meitav Investment House
Israel
$976K -$60.1K -799 -6%
US Bancorp
275
US Bancorp
Minnesota
$945K +$285K +3,790 +47%
9 10
11
12 13

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.