VanEck Morningstar Wide Moat ETF
MOAT
458 hedge funds and large institutions have $5.29B invested in VanEck Morningstar Wide Moat ETF in 2023 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 208 increasing their positions, 95 reducing their positions, and 16 closing their positions.
531% more first-time investments, than exits
New positions opened: 101 | Existing positions closed: 16
438% more call options, than puts
Call options by funds: $14.4M | Put options by funds: $2.68M
119% more repeat investments, than reductions
Existing positions increased: 208 | Existing positions reduced: 95
38% more capital invested
Capital invested by funds: $3.82B → $5.29B (+$1.47B)
22% more funds holding in top 10
Funds holding in top 10: 55 → 67 (+12)
21% more funds holding
Funds holding: 379 → 458 (+79)
5.48% more ownership
Funds ownership: 52.34% → 57.82% (+5.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SC
Soundwatch Capital
Rowayton,
Connecticut
|
+$203M |
| 2 |
LPL Financial
San Diego,
California
|
+$96.2M |
| 3 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$78.6M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$74.2M |
| 5 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$73.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
Activest Wealth Management
Aventure,
Florida
|
-$14.7M |
| 2 |
PP
Prudential plc
London, England,
United Kingdom
|
-$12.7M |
| 3 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
-$9.57M |
| 4 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$3.82M |
| 5 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
-$2.24M |
MOAT Hedge Fund Activity: Q2 2023 in Review
458 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar Wide Moat ETF (MOAT) for Q2 2023, worth a combined $5.29B — up 38% from $3.82B a quarter earlier.
Buyers outnumbered sellers: 101 funds opened new MOAT positions and 16 closed out — a net gain of 85 holders — while 208 added to existing stakes and 95 trimmed.
The largest buyer was Soundwatch Capital, adding an estimated $203M. The largest seller was Activest Wealth Management, exiting entirely with an estimated $14.7M sold.
- 458 institutional investors held VanEck Morningstar Wide Moat ETF (MOAT) as of Q2 2023, up from 379 in Q1 2023.
- Funds reported $5.29B of VanEck Morningstar Wide Moat ETF stock for Q2 2023, up 38% quarter-over-quarter.
- 101 funds opened new VanEck Morningstar Wide Moat ETF positions in Q2 2023 and 16 closed out, a net change of +85 holders.
- The largest VanEck Morningstar Wide Moat ETF buyer in Q2 2023 was Soundwatch Capital, an estimated $203M added.
- The largest VanEck Morningstar Wide Moat ETF seller in Q2 2023 was Activest Wealth Management, an estimated $14.7M sold.
Based on aggregated 13F filings for Q2 2023.