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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
SCA
376
Stonebridge Capital Advisors
Minnesota
$65 – – –
AWA
377
Alaska Wealth Advisors
Alaska
– -$11.1M -184,627 Closed
BFWA
378
Benchmark Financial Wealth Advisors
Florida
– -$2.26M -37,610 Closed
AI
379
Atria Investments
North Carolina
– -$1.34M -22,340 Closed
SOS
380
Silver Oak Securities
Tennessee
– -$1.12M -14,761 Closed
CPO
381
Cerity Partners OCIO
New York
– -$805K -13,417 Closed
Millennium Management
382
Millennium Management
New York
– -$539K -8,988 Closed
APCM
383
Alaska Permanent Capital Management
Alaska
– -$431K -7,189 Closed
HF
384
HRT Financial
New York
– -$261K -4,363 Closed
HIP
385
HUB Investment Partners
Texas
– -$247K -4,110 Closed
RGF
386
Retirement Guys Formula
Ohio
– -$218K -3,634 Closed
VA
387
Valmark Advisers
Ohio
– -$217K -3,617 Closed
JIC
388
Johnson Investment Counsel
Ohio
– -$213K -3,554 Closed
WWMSC
389
Wagner Wealth Management (South Carolina)
South Carolina
– -$66K -1,100 Closed
RDIA
390
RE Dickinson Investment Advisors
Iowa
– -$63K -1,055 Closed
GTAM
391
Global Trust Asset Management
Florida
– -$24K -400 Closed
FA
392
Flagstar Advisors
New York
– -$20.8K -346 Closed
QC
393
Quent Capital
New York
– -$17K -279 Closed
HI
394
Hudock Inc
Pennsylvania
– -$13K -230 Closed
ME
395
McIlrath & Eck
Washington
– -$7K -120 Closed
NSIM
396
North Star Investment Management
Illinois
– -$7K -114 Closed
BWL
397
Bogart Wealth LLC
Virginia
– -$4K -72 Closed
MAM
398
Marquette Asset Management
Minnesota
– -$4K -67 Closed
HR
399
Howe & Rusling
New York
– -$2K -26 Closed
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.