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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
CAS
276
Coppell Advisory Solutions
Texas
$915K +$869K +11,541 New
SC
277
Soundwatch Capital
Connecticut
$879K +$203M +2,697,387 +96,439%
FCT
278
First Community Trust
Iowa
$875K -$24.8K -330 -3%
RFA
279
Resurgent Financial Advisors
Georgia
$867K +$74.5K +990 +10%
CRWM
280
Castle Rock Wealth Management
California
$859K -$29.4K -390 -3%
Prudential Financial
281
Prudential Financial
New Jersey
$850K +$802K +10,652 New
CWM
282
Cornerstone Wealth Management
Missouri
$835K -$3.82M -50,815 -83%
RWA
283
Rooted Wealth Advisors
Illinois
$825K +$782K +10,387 New
CCM
284
Cutler Capital Management
Massachusetts
$824K -$602 -8 -0.1%
LPT
285
Legacy Private Trust
Wisconsin
$822K -$677 -9 -0.1%
SL
286
Sentinus LLC
Illinois
$811K -$39.3K -522 -5%
WF
287
Warner Financial
Maryland
$783K +$112K +1,488 +18%
NFSG
288
Newbridge Financial Services Group
Florida
$776K -$24.1K -320 -3%
AWS
289
Aspen Wealth Strategies
Colorado
$768K +$52.3K +695 +8%
AIM
290
Anchor Investment Management
South Carolina
$752K -$305K -4,050 -30%
KWM
291
Kaydan Wealth Management
Michigan
$743K – – –
GWANC
292
Guardian Wealth Advisors (North Carolina)
North Carolina
$739K -$55.5K -738 -7%
ACA
293
Aptus Capital Advisors
Alabama
$739K -$55.5K -738 -7%
Bank of Montreal
294
Bank of Montreal
Ontario, Canada
$724K +$575K +7,637 +544%
PM
295
Phraction Management
Connecticut
$716K – – –
NP
296
Nilsine Partners
Colorado
$699K +$659K +8,756 New
PWP
297
Principle Wealth Partners
Connecticut
$694K +$655K +8,703 New
FIA
298
Foundations Investment Advisors
Arizona
$686K +$647K +8,593 New
CW
299
CreativeOne Wealth
Kansas
$676K +$278K +3,695 +77%
WPWM
300
Western Pacific Wealth Management
Illinois
$670K +$226K +3,000 +56%
10 11
12
13 14

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.