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VanEck Morningstar Wide Moat ETF
MOAT

617 hedge funds and large institutions have $8.36B invested in VanEck Morningstar Wide Moat ETF in 2023 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 293 increasing their positions, 132 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

547% more call options, than puts

Call options by funds: $3.24M | Put options by funds: $501K

337% more first-time investments, than exits

New positions opened: 131 | Existing positions closed: 30

122% more repeat investments, than reductions

Existing positions increased: 293 | Existing positions reduced: 132

44% more capital invested

Capital invested by funds: $5.8B → $8.36B (+$2.56B)

19% more funds holding

Funds holding: 520 → 617 (+97)

14% more funds holding in top 10

Funds holding in top 10: 83 → 95 (+12)

8.44% more ownership

Funds ownership: 54.73% → 63.17% (+8.4%)

Holders
617
Holders Change
+97
Holders Change %
+18.65%
% of All Funds
9%
Holding in Top 10
95
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+14.46%
% of All Funds
1.39%
New
131
Increased
293
Reduced
132
Closed
30
Calls
$3.24M
Puts
$501K
Net Calls
+$2.74M
Net Calls Change
+$1.85M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$670M
2
MFIM
Mesirow Financial Investment Management
Illinois
+$175M
3
LPL Financial
LPL Financial
California
+$115M
4
Bank of America
Bank of America
North Carolina
+$106M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$65.6M

Top Sellers

Rank Fund Capital Flow
1
TI
TTP Investments
California
-$30.5M
2
OCM
One Capital Management
California
-$24.6M
3
SIS
Strategic Investment Solutions
Illinois
-$23.6M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$15.8M
5
Osaic Holdings
Osaic Holdings
Arizona
-$15.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
LOIM
251
Liberty One Investment Management
Illinois
$2.58M +$2.36M +30,417 New
EE
252
EWG Elevate
California
$2.51M +$206K +2,653 +10%
P
253
&Partners
Tennessee
$2.51M +$2.34M +30,132 New
EFS
254
Essex Financial Services
Connecticut
$2.49M +$747K +9,622 +49%
FFN
255
Focus Financial Network
Minnesota
$2.47M +$1.05M +13,494 +87%
AWA
256
Arete Wealth Advisors
Illinois
$2.46M +$2.01M +25,856 +818%
BWM
257
BCS Wealth Management
Tennessee
$2.42M +$74.9K +965 +4%
SMC
258
Smith, Moore & Co
Missouri
$2.41M +$338K +4,353 +18%
WWA
259
WCG Wealth Advisors
Nevada
$2.41M +$365K +4,695 +20%
MFG
260
Midwest Financial Group
Kansas
$2.41M +$2.2M +28,379 New
PNC Financial Services Group
261
PNC Financial Services Group
Pennsylvania
$2.4M +$248K +3,189 +13%
IA
262
Inspire Advisors
Idaho
$2.39M -$7.55M -97,198 -78%
PM
263
Parametrica Management
Hong Kong
$2.35M -$4.57M -58,800 -68%
CAM
264
Cresset Asset Management
Illinois
$2.34M -$60.4K -778 -3%
Goldman Sachs
265
Goldman Sachs
New York
$2.3M -$1.56M -20,115 -43%
CS
266
Credit Suisse
Switzerland
$2.23M – – –
LSA
267
Lansing Street Advisors
Pennsylvania
$2.22M +$2.03M +26,156 New
HWA
268
HHM Wealth Advisors
Tennessee
$2.16M – – –
S
269
Sunpointe
Missouri
$2.16M +$1.97M +25,421 New
HFS
270
Howard Financial Services
Texas
$2.11M +$84.6K +1,089 +5%
OLA
271
Oliver Luxxe Assets
New Jersey
$2.1M -$33.7K -434 -2%
CBFP
272
Cedar Brook Financial Partners
Ohio
$2.08M +$163K +2,100 +9%
AFG
273
Atomi Financial Group
New York
$2.08M +$348K +4,476 +22%
AWG
274
Altus Wealth Group
Colorado
$2.03M +$98K +1,262 +6%
MSAM
275
Moloney Securities Asset Management
Missouri
$2.02M +$1.85M +23,826 New
9 10
11
12 13

MOAT Hedge Fund Activity: Q4 2023 in Review

617 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar Wide Moat ETF (MOAT) for Q4 2023, worth a combined $8.36B — up 44% from $5.8B a quarter earlier.

Buyers outnumbered sellers: 131 funds opened new MOAT positions and 30 closed out — a net gain of 101 holders — while 293 added to existing stakes and 132 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $670M. The largest seller was TTP Investments, cutting an estimated $30.5M.

  • 617 institutional investors held VanEck Morningstar Wide Moat ETF (MOAT) as of Q4 2023, up from 520 in Q3 2023.
  • Funds reported $8.36B of VanEck Morningstar Wide Moat ETF stock for Q4 2023, up 44% quarter-over-quarter.
  • 131 funds opened new VanEck Morningstar Wide Moat ETF positions in Q4 2023 and 30 closed out, a net change of +101 holders.
  • The largest VanEck Morningstar Wide Moat ETF buyer in Q4 2023 was Morgan Stanley, an estimated $670M added.
  • The largest VanEck Morningstar Wide Moat ETF seller in Q4 2023 was TTP Investments, an estimated $30.5M sold.

Based on aggregated 13F filings for Q4 2023.