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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
VCM
301
Vivaldi Capital Management
Illinois
$244K +$4.22K +65 +2%
Comerica Bank
302
Comerica Bank
Texas
$242K -$62.7K -967 -22%
SVWAG
303
Sound View Wealth Advisors Group
Georgia
$238K +$182K +2,810 New
MIFH
304
Migdal Insurance & Financial Holdings
Israel
$234K – – –
WCG
305
Weaver Consulting Group
California
$229K – – –
FWM
306
Fairhaven Wealth Management
Illinois
$219K +$219K +3,376 New
EP
307
Eudaimonia Partners
Tennessee
$218K – – –
DL
308
DOHJ LLC
Washington
$218K +$217K +3,351 New
FPAS
309
Focus Partners Advisor Solutions
Missouri
$215K -$13.2K -203 -6%
PHS
310
Pekin Hardy Strauss
Illinois
$213K +$213K +3,285 New
CIBC Private Wealth Group
311
CIBC Private Wealth Group
Georgia
$213K +$213K +3,283 New
BEI
312
Benjamin Edwards Inc
Missouri
$208K +$5.38K +83 +3%
MC
313
Moors & Cabot
Massachusetts
$203K +$203K +3,131 New
PAS
314
Park Avenue Securities
New York
$203K +$203K +3,134 New
KWM
315
Kingsview Wealth Management
Oregon
$202K -$143K -2,203 -41%
TCM
316
TD Capital Management
Tennessee
$195K -$170K -2,622 -47%
HNB
317
Huntington National Bank
Ohio
$173K – – –
PGAM
318
Princeton Global Asset Management
New Jersey
$143K +$130 +2 +0.1%
KFI
319
Key Financial Inc
Pennsylvania
$134K – – –
PA
320
Parallel Advisors
California
$128K – – –
PFA
321
Pathway Financial Advisers
Indiana
$106K +$106K +1,632 New
AF
322
Allworth Financial
California
$102K – – –
Bank of Montreal
323
Bank of Montreal
Ontario, Canada
$101K -$73.5K -1,134 -43%
WWM
324
Wolff Wiese Magana
California
$98.9K +$50.6K +780 +105%
JFGIW
325
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$97.4K – – –
11 12
13
14 15

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.