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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
DI
326
Disciplined Investments
Oklahoma
$96.7K +$96.6K +1,490 New
S
327
SignatureFD
Georgia
$86.6K +$48.4K +746 +127%
TWM
328
Tradition Wealth Management
Minnesota
$86K – – –
IGWM
329
ICA Group Wealth Management
Colorado
$79K -$156K -2,408 -66%
TAM
330
Tucker Asset Management
Colorado
$77.6K – – –
Fifth Third Bancorp
331
Fifth Third Bancorp
Ohio
$75.7K +$43.2K +666 +133%
TC
332
Truvestments Capital
Florida
$75.3K +$75.2K +1,160 New
BTI
333
Blue Trust Inc
Georgia
$70K – – –
ASN
334
Advisory Services Network
Georgia
$67.1K +$67.1K +1,034 New
CPG
335
Cornerstone Planning Group
New Jersey
$67K +$63.8K +984 New
RG
336
Retirement Group
California
$67K +$7.33K +113 +12%
TH
337
TCTC Holdings
Texas
$58.7K – – –
CA
338
CoreCap Advisors
Michigan
$57.8K +$57.8K +891 New
RIA
339
Realta Investment Advisors
Delaware
$51.1K -$245K -3,771 -83%
LFG
340
Larson Financial Group
Missouri
$49.7K +$49.6K +765 New
TWA
341
TCI Wealth Advisors
Arizona
$47.8K – – –
ACA
342
Atlas Capital Advisors
Wyoming
$44.9K – – –
AWM
343
Accurate Wealth Management
Florida
$42.5K +$40.5K +624 New
ACP
344
Arcus Capital Partners
Georgia
$38.9K +$38.9K +600 New
BWA
345
BDO Wealth Advisors
Florida
$32.5K – – –
GWS
346
Glassman Wealth Services
Virginia
$31.3K -$1.75K -27 -5%
YDMI
347
Y.D. More Investments
Israel
$29.4K +$29.2K +450 New
AWM
348
Accel Wealth Management
Iowa
$29.2K +$7.07K +109 +32%
HBW
349
Hazlett, Burt & Watson
West Virginia
$27K +$24.1K +371 +824%
SSB
350
Sandy Spring Bank
Maryland
$23.4K +$23.3K +360 New
12 13
14
15 16

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.