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VanEck Morningstar Wide Moat ETF
MOAT

308 hedge funds and large institutions have $2.93B invested in VanEck Morningstar Wide Moat ETF in 2021 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 157 increasing their positions, 60 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

974% more call options, than puts

Call options by funds: $4.38M | Put options by funds: $408K

162% more repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 60

43% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 28

1% more funds holding

Funds holding: 304 → 308 (+4)

3% more capital invested

Capital invested by funds: $2.86B → $2.93B (+$76.7M)

0% more funds holding in top 10

Funds holding in top 10: 34 → 34 (0)

1.3% less ownership

Funds ownership: 45.74% → 44.44% (-1.3%)

Holders
308
Holders Change
+4
Holders Change %
+1.32%
% of All Funds
5.39%
Holding in Top 10
34
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.6%
New
40
Increased
157
Reduced
60
Closed
28
Calls
$4.38M
Puts
$408K
Net Calls
+$3.97M
Net Calls Change
+$4.01M

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$28M
2
Ameriprise
Ameriprise
Minnesota
+$14.9M
3
AIP
Almanack Investment Partners
Pennsylvania
+$14.6M
4
FFC
Fure Financial Corporation
Minnesota
+$13.6M
5
Osaic Holdings
Osaic Holdings
Arizona
+$13.4M

Top Sellers

Rank Fund Capital Flow
1
MCM
Mainstay Capital Management
Michigan
-$66.2M
2
PP
Prudential plc
United Kingdom
-$19.6M
3
BCI
Brinker Capital Investments
Pennsylvania
-$17.5M
4
Citigroup
Citigroup
New York
-$5.89M
5
WP
WealthPLAN Partners
Nebraska
-$4.09M
Name Holding Trade Value Shares
Change 		Change in
Stake
LF
301
Lee Financial
Texas
$4K +$3.84K +51 New
PFBT
302
Parkside Financial Bank & Trust
Missouri
$4K +$4.07K +54 New
CHA
303
Carmichael Hill & Associates
Maryland
$3K – – –
JCM
304
Jacobi Capital Management
Pennsylvania
$3K – – –
CWP
305
Concord Wealth Partners
Virginia
$3K +$602 +8 +26%
HR
306
Howe & Rusling
New York
$2K – – –
HWMA
307
Heritage Wealth Management (Arizona)
Arizona
$1K +$527 +7 New
BBHC
308
Brown Brothers Harriman & Co
New York
$53 +$54.9K +730 New
MCM
309
Mainstay Capital Management
Michigan
– -$66.2M -893,968 Closed
ASN
310
Advisory Services Network
Georgia
– -$1.35M -18,268 Closed
E
311
Ergoteles
New York
– -$1.26M -16,965 Closed
BCM
312
BlueCrest Capital Management
Jersey
– -$1.23M -16,565 Closed
PWM
313
PRW Wealth Management
Massachusetts
– -$1.01M -13,684 Closed
JWCA
314
J.W. Cole Advisors
Florida
– -$767K -10,362 Closed
Bank of Nova Scotia
315
Bank of Nova Scotia
Ontario, Canada
– -$554K -7,480 Closed
KWM
316
Keebeck Wealth Management
Illinois
– -$402K -5,428 Closed
SFA
317
Sequoia Financial Advisors
Ohio
– -$295K -3,977 Closed
NA
318
NewEdge Advisors
Louisiana
– -$293K -3,952 Closed
Bank of New York Mellon
319
Bank of New York Mellon
New York
– -$257K -3,469 Closed
ICG
320
InterOcean Capital Group
Tennessee
– -$204K -2,750 Closed
WBC
321
West Branch Capital
Massachusetts
– -$197K -2,657 Closed
SB
322
Strategic Blueprint
Georgia
– -$188K -2,541 Closed
First Manhattan
323
First Manhattan
New York
– -$109K -1,473 Closed
LWCFA
324
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– -$104K -1,404 Closed
PMFA
325
Plante Moran Financial Advisors
Michigan
– -$91K -1,234 Closed
10 11 12
13
14

MOAT Hedge Fund Activity: Q3 2021 in Review

308 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar Wide Moat ETF (MOAT) for Q3 2021, worth a combined $2.93B — up 2.7% from $2.86B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new MOAT positions and 28 closed out — a net gain of 12 holders — while 157 added to existing stakes and 60 trimmed.

The largest buyer was Bank of America, adding an estimated $28M. The largest seller was Mainstay Capital Management, exiting entirely with an estimated $66.2M sold.

  • 308 institutional investors held VanEck Morningstar Wide Moat ETF (MOAT) as of Q3 2021, up from 304 in Q2 2021.
  • Funds reported $2.93B of VanEck Morningstar Wide Moat ETF stock for Q3 2021, up 2.7% quarter-over-quarter.
  • 40 funds opened new VanEck Morningstar Wide Moat ETF positions in Q3 2021 and 28 closed out, a net change of +12 holders.
  • The largest VanEck Morningstar Wide Moat ETF buyer in Q3 2021 was Bank of America, an estimated $28M added.
  • The largest VanEck Morningstar Wide Moat ETF seller in Q3 2021 was Mainstay Capital Management, an estimated $66.2M sold.

Based on aggregated 13F filings for Q3 2021.