We are live on ! Find out more
MOAT icon

VanEck Morningstar Wide Moat ETF
MOAT

375 hedge funds and large institutions have $4.26B invested in VanEck Morningstar Wide Moat ETF in 2022 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 160 increasing their positions, 122 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

12,007% more call options, than puts

Call options by funds: $29.9M | Put options by funds: $247K

133% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 24

46% more capital invested

Capital invested by funds: $2.91B → $4.26B (+$1.35B)

31% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 122

16% more funds holding in top 10

Funds holding in top 10: 43 → 50 (+7)

7% more funds holding

Funds holding: 351 → 375 (+24)

0.64% less ownership

Funds ownership: 52.2% → 51.56% (-0.64%)

Holders
375
Holders Change
+24
Holders Change %
+6.84%
% of All Funds
6.03%
Holding in Top 10
50
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+16.28%
% of All Funds
0.8%
New
56
Increased
160
Reduced
122
Closed
24
Calls
$29.9M
Puts
$247K
Net Calls
+$29.7M
Net Calls Change
+$29.4M

Top Buyers

1
TWM
Tanager Wealth Management
United Kingdom
+$16.8M
2
Cerity Partners
Cerity Partners
New York
+$13.7M
3
RJA
Raymond James & Associates
Florida
+$12.2M
4
Osaic Holdings
Osaic Holdings
Arizona
+$7.66M
5
SFBLI
Southern Farm Bureau Life Insurance
Mississippi
+$6.64M

Top Sellers

1
LPL Financial
LPL Financial
California
-$34.1M
2
OIA
OneDigital Investment Advisors
Kansas
-$25.2M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$20.3M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$17.9M
5
Bank of America
Bank of America
North Carolina
-$15.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
WLPWM
276
Walled Lake Planning & Wealth Management
Illinois
$337K +$26.1K +402 +8%
ADL
277
Asset Dedication LLC
California
$334K – – –
CA
278
Continuum Advisory
Idaho
$329K -$10.4K -160 -3%
STCOSD
279
Sageworth Trust Company of South Dakota
South Dakota
$324K – – –
OCM
280
One Capital Management
California
$317K -$50.7K -782 -14%
PW
281
Peninsula Wealth
California
$314K +$2.72K +42 +0.9%
SIS
282
Strategic Investment Solutions
Illinois
$311K +$265K +4,090 New
WF
283
Welch & Forbes
Massachusetts
$310K – – –
AA
284
Ancora Advisors
Ohio
$307K +$78.8K +1,215 +35%
WA
285
Waddell & Associates
Tennessee
$306K -$23.9K -368 -7%
AIP
286
Almanack Investment Partners
Pennsylvania
$304K -$438K -6,749 -59%
T
287
TRUADVICE
Florida
$303K +$34.6K +533 +14%
HNWA
288
Henrickson Nauta Wealth Advisors
Michigan
$302K +$302K +4,649 New
JWBC
289
John W. Brooker & Co
California
$297K +$2.08K +32 +0.7%
PWM
290
Perigon Wealth Management
California
$297K +$71.2K +1,098 +32%
SAG
291
SageView Advisory Group
California
$295K +$295K +4,542 New
SC
292
Scotia Capital
Ontario, Canada
$292K +$292K +4,498 New
DFA
293
DHJJ Financial Advisors
Illinois
$283K +$51.2K +790 +22%
FHA
294
Flagship Harbor Advisors
Massachusetts
$260K -$71.9K -1,109 -22%
WFM
295
Wolff Financial Management
Michigan
$259K +$908 +14 +0.4%
EFS
296
Essex Financial Services
Connecticut
$258K +$258K +3,984 New
MWM
297
Maripau Wealth Management
Indiana
$258K +$28.6K +441 +13%
KA
298
Kovack Advisors
Florida
$254K -$180K -2,777 -42%
WPWM
299
Western Pacific Wealth Management
Illinois
$253K +$35.1K +541 +16%
BC
300
Barnett & Company
Tennessee
$247K -$19.1K -294 -7%
10 11
12
13 14

MOAT Hedge Fund Activity: Q4 2022 in Review

375 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar Wide Moat ETF (MOAT) for Q4 2022, worth a combined $4.26B — up 46% from $2.91B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new MOAT positions and 24 closed out — a net gain of 32 holders — while 160 added to existing stakes and 122 trimmed.

The largest buyer was Tanager Wealth Management, adding an estimated $16.8M. The largest seller was LPL Financial, cutting an estimated $34.1M.

  • 375 institutional investors held VanEck Morningstar Wide Moat ETF (MOAT) as of Q4 2022, up from 351 in Q3 2022.
  • Funds reported $4.26B of VanEck Morningstar Wide Moat ETF stock for Q4 2022, up 46% quarter-over-quarter.
  • 56 funds opened new VanEck Morningstar Wide Moat ETF positions in Q4 2022 and 24 closed out, a net change of +32 holders.
  • The largest VanEck Morningstar Wide Moat ETF buyer in Q4 2022 was Tanager Wealth Management, an estimated $16.8M added.
  • The largest VanEck Morningstar Wide Moat ETF seller in Q4 2022 was LPL Financial, an estimated $34.1M sold.

Based on aggregated 13F filings for Q4 2022.