VanEck Morningstar Wide Moat ETF
MOAT
343 hedge funds and large institutions have $3B invested in VanEck Morningstar Wide Moat ETF in 2022 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 148 increasing their positions, 101 reducing their positions, and 39 closing their positions.
47% more repeat investments, than reductions
Existing positions increased: 148 | Existing positions reduced: 101
1.11% more ownership
Funds ownership: 49.42% → 50.53% (+1.1%)
0% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 39
1% less funds holding
Funds holding: 347 → 343 (-4)
8% less funds holding in top 10
Funds holding in top 10: 48 → 44 (-4)
13% less capital invested
Capital invested by funds: $3.44B → $3B (-$433M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFBLI
Southern Farm Bureau Life Insurance
Jackson,
Mississippi
|
+$27.8M |
| 2 |
APCM
Alaska Permanent Capital Management
Anchorage,
Alaska
|
+$24.9M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$16.1M |
| 4 |
AWA
Alaska Wealth Advisors
Anchorage,
Alaska
|
+$11.4M |
| 5 |
LPL Financial
San Diego,
California
|
+$11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$28.7M |
| 2 |
AIP
Almanack Investment Partners
Wayne,
Pennsylvania
|
-$14.8M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$14.2M |
| 4 |
Morgan Stanley
New York
|
-$11M |
| 5 |
FSA
Financial Services Advisory
Rockville,
Maryland
|
-$9.03M |
MOAT Hedge Fund Activity: Q2 2022 in Review
343 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar Wide Moat ETF (MOAT) for Q2 2022, worth a combined $3B — down 13% from $3.44B a quarter earlier.
Fund positioning in MOAT was balanced in Q2 2022: 39 funds opened new positions, 39 closed out, 148 added to existing stakes and 101 trimmed.
The largest buyer was Southern Farm Bureau Life Insurance, opening a new position worth an estimated $27.8M. The largest seller was GeoWealth Management, exiting entirely with an estimated $28.7M sold.
- 343 institutional investors held VanEck Morningstar Wide Moat ETF (MOAT) as of Q2 2022, down from 347 in Q1 2022.
- Funds reported $3B of VanEck Morningstar Wide Moat ETF stock for Q2 2022, down 13% quarter-over-quarter.
- 39 funds opened new VanEck Morningstar Wide Moat ETF positions in Q2 2022 and 39 closed out, a net change of 0 holders.
- The largest VanEck Morningstar Wide Moat ETF buyer in Q2 2022 was Southern Farm Bureau Life Insurance, an estimated $27.8M added.
- The largest VanEck Morningstar Wide Moat ETF seller in Q2 2022 was GeoWealth Management, an estimated $28.7M sold.
Based on aggregated 13F filings for Q2 2022.