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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.

New
Increased
Maintained
Reduced
Closed

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%)

Holders
458
Holders Change
+79
Holders Change %
+20.84%
% of All Funds
7.19%
Holding in Top 10
67
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+21.82%
% of All Funds
1.05%
New
101
Increased
208
Reduced
95
Closed
16
Calls
$14.4M
Puts
$2.68M
Net Calls
+$11.8M
Net Calls Change
-$73M

Top Buyers

1
SC
Soundwatch Capital
Connecticut
+$203M
2
LPL Financial
LPL Financial
California
+$96.2M
3
EWA
EP Wealth Advisors
California
+$78.6M
4
Bank of America
Bank of America
North Carolina
+$74.2M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$73.9M

Top Sellers

1
AWM
Activest Wealth Management
Florida
-$14.7M
2
PP
Prudential plc
United Kingdom
-$12.7M
3
OIA
OneDigital Investment Advisors
Kansas
-$9.57M
4
CWM
Cornerstone Wealth Management
Missouri
-$3.82M
5
WP
WealthPLAN Partners
Nebraska
-$2.24M
Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
451
EverSource Wealth Advisors
Alabama
$1.28K +$1.2K +16 New
AssetMark Inc
452
AssetMark Inc
California
$1.2K +$1.13K +15 New
BCMLT
453
Beacon Capital Management LLC (Tennessee)
Tennessee
$718 +$677 +9 New
AFS
454
Annapolis Financial Services
Maryland
$559 +$527 +7 New
MFG
455
Mendota Financial Group
Wisconsin
$399 – – –
Qube Research & Technologies (QRT)
456
Qube Research & Technologies (QRT)
United Kingdom
$122 -$161K -2,135 -100%
TFA
457
Toth Financial Advisory
Virginia
$80 +$75 +1 New
FGAM
458
Financial Gravity Asset Management
Texas
$24 +$22.6K +300 New
AWM
459
Activest Wealth Management
Florida
– -$14.7M -200,990 Closed
EF
460
Empowered Funds
Pennsylvania
– -$2M -27,049 Closed
KCM
461
KM Capital Management
Texas
– -$804K -10,888 Closed
SFS
462
Sowell Financial Services
Arkansas
– -$248K -3,354 Closed
WAM
463
WNY Asset Management
New York
– -$226K -3,060 Closed
IA
464
IFG Advisory
Georgia
– -$223K -3,016 Closed
Schroder Investment Management Group
465
Schroder Investment Management Group
United Kingdom
– -$162K -2,200 Closed
ASN
466
Advisory Services Network
Georgia
– -$83.1K -1,126 Closed
TWA
467
TCI Wealth Advisors
Arizona
– -$54.4K -737 Closed
TRCT
468
Tower Research Capital (TRC)
New York
– -$50K -676 Closed
AAS
469
Ameritas Advisory Services
Nebraska
– -$44.2K -600 Closed
AWM
470
Accel Wealth Management
Iowa
– -$33.2K -450 Closed
KM
471
Kalos Management
Georgia
– -$14.9K -202 Closed
ONST
472
Old North State Trust
North Carolina
– -$15K -200 Closed
SIS
473
Sound Income Strategies
Florida
– -$11.6K -157 Closed
SCA
474
Stonebridge Capital Advisors
Minnesota
– -$74 -1 Closed
CMP
475
Coston McIsaac & Partners
Maine
– +$151 +2 New
15 16 17 18
19

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.