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VanEck Morningstar Wide Moat ETF

350 hedge funds and large institutions have $3.41B invested in VanEck Morningstar Wide Moat ETF in 2021 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 171 increasing their positions, 69 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

218% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 22

148% more repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 69

35% more funds holding in top 10

Funds holding in top 10: 3446 (+12)

16% more capital invested

Capital invested by funds: $2.93B → $3.41B (+$478M)

14% more funds holding

Funds holding: 308350 (+42)

3.58% more ownership

Funds ownership: 44.44%48.02% (+3.6%)

69% less call options, than puts

Call options by funds: $205K | Put options by funds: $670K

Holders
350
Holders Change
+42
Holders Change %
+13.64%
% of All Funds
5.39%
Holding in Top 10
46
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+35.29%
% of All Funds
0.71%
New
70
Increased
171
Reduced
69
Closed
22
Calls
$205K
Puts
$670K
Net Calls
-$465K
Net Calls Change
-$4.44M
Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
351
Barclays
United Kingdom
-$13.8M -187,748 Closed
JWM
352
Jackson Wealth Management
Florida
-$18K -82,020 Closed
WWM
353
WJ Wealth Management
Arizona
-$5.17M -70,564 Closed
GM
354
GeoWealth Management
Illinois
-$3.07M -41,889 Closed
GRP
355
Global Retirement Partners
California
-$1.99M -27,116 Closed
FTUS
356
Flow Traders U.S.
New York
-$901K -12,306 Closed
DA
357
Doliver Advisors
Texas
-$599K -8,184 Closed
LA
358
LexAurum Advisors
Kansas
-$543K -7,415 Closed
Millennium Management
359
Millennium Management
New York
-$533K -7,271 Closed
SIC
360
Samalin Investment Counsel
New York
-$379K -5,172 Closed
RVPG
361
Relative Value Partners Group
-$315K -4,305 Closed
BL
362
BCWM LLC
Kansas
-$288K -3,928 Closed
TSS
363
Two Sigma Securities
New York
-$262K -3,573 Closed
BRWM
364
B. Riley Wealth Management
Tennessee
-$214K -2,918 Closed
PA
365
Prism Advisors
California
-$206K -2,810 Closed
AIA
366
Angeles Investment Advisors
California
-$194K -2,646 Closed
BBHC
367
Brown Brothers Harriman & Co
New York
-$53 -730 Closed
S
368
SignatureFD
Georgia
-$29K -400 Closed
GEA
369
Glen Eagle Advisors
New Jersey
-$18.3K -250 Closed
GI
370
Gradient Investments
Minnesota
-$8K -106 Closed
KFS
371
Kelly Financial Services
Massachusetts
-$4.17K -57 Closed
JCM
372
Jacobi Capital Management
Pennsylvania
-$3K -43 Closed

MOAT Hedge Fund Activity: Q4 2021 in Review

350 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar Wide Moat ETF (MOAT) for Q4 2021, worth a combined $3.41B — up 16% from $2.93B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new MOAT positions and 22 closed out — a net gain of 48 holders — while 171 added to existing stakes and 69 trimmed.

The largest buyer was BlackRock, opening a new position worth an estimated $42.8M. The largest seller was Cetera Advisor Networks, cutting an estimated $13.8M.

  • 350 institutional investors held VanEck Morningstar Wide Moat ETF (MOAT) as of Q4 2021, up from 308 in Q3 2021.
  • Funds reported $3.41B of VanEck Morningstar Wide Moat ETF stock for Q4 2021, up 16% quarter-over-quarter.
  • 70 funds opened new VanEck Morningstar Wide Moat ETF positions in Q4 2021 and 22 closed out, a net change of +48 holders.
  • The largest VanEck Morningstar Wide Moat ETF buyer in Q4 2021 was BlackRock, an estimated $42.8M added.
  • The largest VanEck Morningstar Wide Moat ETF seller in Q4 2021 was Cetera Advisor Networks, an estimated $13.8M sold.

Based on aggregated 13F filings for Q4 2021.