VanEck Morningstar Wide Moat ETF
MOAT
379 hedge funds and large institutions have $3.82B invested in VanEck Morningstar Wide Moat ETF in 2023 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 147 increasing their positions, 129 reducing their positions, and 31 closing their positions.
34,746% more call options, than puts
Call options by funds: $85M | Put options by funds: $244K
42% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 31
14% more repeat investments, than reductions
Existing positions increased: 147 | Existing positions reduced: 129
10% more funds holding in top 10
Funds holding in top 10: 50 → 55 (+5)
1% more funds holding
Funds holding: 375 → 379 (+4)
0.78% more ownership
Funds ownership: 51.56% → 52.34% (+0.78%)
10% less capital invested
Capital invested by funds: $4.26B → $3.82B (-$435M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$113M |
| 2 |
Morgan Stanley
New York
|
+$21.4M |
| 3 |
PCMM
Piedmont Capital Management (Montana)
Whitefish,
Montana
|
+$21M |
| 4 |
PP
Prudential plc
London, England,
United Kingdom
|
+$18.4M |
| 5 |
SFBLI
Southern Farm Bureau Life Insurance
Jackson,
Mississippi
|
+$15.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$14M |
| 2 |
FSA
Financial Sense Advisors
San Diego,
California
|
-$12.2M |
| 3 |
WIM
WealthPlan Investment Management
Omaha,
Nebraska
|
-$12M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$10.4M |
| 5 |
AWM
Activest Wealth Management
Aventure,
Florida
|
-$9.71M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWM
401
Accurate Wealth Management
Wesley Chapel,
Florida
| – | -$42.5K | -624 | Closed |
|
|
ACP
402
Arcus Capital Partners
Atlanta,
Georgia
| – | -$38.9K | -600 | Closed |
|
|
HBW
403
Hazlett, Burt & Watson
Wheeling,
West Virginia
| – | -$27K | -416 | Closed |
|
|
HFM
404
Hartford Financial Management
Hartford,
Connecticut
| – | -$17.1K | -264 | Closed |
|
|
TWC
405
TD Waterhouse Canada
Toronto,
Ontario, Canada
| – | -$12.5K | -140 | Closed |
|
|
TFA
406
Transamerica Financial Advisors
St. Petersburg,
Florida
| – | -$6K | -88 | Closed |
|
|
AWM
407
Abound Wealth Management
Franklin,
Tennessee
| – | -$3.25K | -50 | Closed |
|
|
BCMIO
408
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
| – | -$2.04K | -32 | Closed |
|
|
HFS
409
Hantz Financial Services
Southfield,
Michigan
| – | -$1K | -10 | Closed |
|
410
BNP Paribas Financial Markets
Paris,
France
| – | -$454 | -7 | Closed |
|
|
PIMG
411
Patriot Investment Management Group
Knoxville,
Tennessee
| – | -$507 | -7 | Closed |
|
MOAT Hedge Fund Activity: Q1 2023 in Review
379 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar Wide Moat ETF (MOAT) for Q1 2023, worth a combined $3.82B — down 10% from $4.26B a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new MOAT positions and 31 closed out — a net gain of 13 holders — while 147 added to existing stakes and 129 trimmed.
The largest buyer was LPL Financial, adding an estimated $113M. The largest seller was Bank of America, cutting an estimated $14M.
- 379 institutional investors held VanEck Morningstar Wide Moat ETF (MOAT) as of Q1 2023, up from 375 in Q4 2022.
- Funds reported $3.82B of VanEck Morningstar Wide Moat ETF stock for Q1 2023, down 10% quarter-over-quarter.
- 44 funds opened new VanEck Morningstar Wide Moat ETF positions in Q1 2023 and 31 closed out, a net change of +13 holders.
- The largest VanEck Morningstar Wide Moat ETF buyer in Q1 2023 was LPL Financial, an estimated $113M added.
- The largest VanEck Morningstar Wide Moat ETF seller in Q1 2023 was Bank of America, an estimated $14M sold.
Based on aggregated 13F filings for Q1 2023.