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VanEck Morningstar Wide Moat ETF

520 hedge funds and large institutions have $5.8B invested in VanEck Morningstar Wide Moat ETF in 2023 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 256 increasing their positions, 109 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

262% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 26

135% more repeat investments, than reductions

Existing positions increased: 256 | Existing positions reduced: 109

97% more call options, than puts

Call options by funds: $1.8M | Put options by funds: $910K

24% more funds holding in top 10

Funds holding in top 10: 6783 (+16)

14% more funds holding

Funds holding: 458520 (+62)

10% more capital invested

Capital invested by funds: $5.29B → $5.8B (+$516M)

3.09% less ownership

Funds ownership: 57.82%54.73% (-3.1%)

Holders
520
Holders Change
+62
Holders Change %
+13.54%
% of All Funds
8.25%
Holding in Top 10
83
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+23.88%
% of All Funds
1.32%
New
94
Increased
256
Reduced
109
Closed
26
Calls
$1.8M
Puts
$910K
Net Calls
+$887K
Net Calls Change
-$10.9M
Name Holding Trade Value Shares
Change
Change in
Stake
JFGIW
451
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$114K
CWC
452
Carolinas Wealth Consulting
North Carolina
$112K +$123K +1,544 New
CG
453
Cutler Group
California
$106K +$104K +1,300 +1,300%
HNB
454
Huntington National Bank
Ohio
$105K
BBHC
455
Brown Brothers Harriman & Co
New York
$101K -$53K -666 -33%
TWM
456
Tradition Wealth Management
Minnesota
$101K
LF
457
Lee Financial
Texas
$95K
BTI
458
Blue Trust Inc
Georgia
$93K -$117K -1,471 -56%
RG
459
Retirement Group
California
$92.9K +$15.9K +200 +20%
GWS
460
Glassman Wealth Services
Virginia
$87.7K +$53.7K +675 +140%
IWP
461
IAG Wealth Partners
Wisconsin
$82.3K
S
462
SignatureFD
Georgia
$69.6K +$26.3K +330 +56%
TH
463
TCTC Holdings
Texas
$68.6K
FFL
464
Financial Freedom LLC
Ohio
$67.4K +$70.8K +889 New
GTAM
465
Global Trust Asset Management
Florida
$67.1K -$1.59K -20 -2%
EWM
466
EPG Wealth Management
Georgia
$63.9K
FFA
467
Farther Finance Advisors
California
$62.9K +$6.45K +81 +11%
CAL
468
Capital Analysts LLC
Pennsylvania
$62K +$10.9K +137 +20%
OSAM
469
O'Shaughnessy Asset Management
Connecticut
$53.5K +$56.2K +706 New
SFC
470
SYM Financial Corp
Indiana
$53.1K +$55.7K +700 New
MIFH
471
Migdal Insurance & Financial Holdings
Israel
$50K -$201K -2,520 -79%
Barclays
472
Barclays
United Kingdom
$46K
Deutsche Bank
473
Deutsche Bank
Germany
$45.7K +$48K +603 New
TAM
474
Tucker Asset Management
Colorado
$44.8K -$26.7K -335 -36%
First Manhattan
475
First Manhattan
New York
$43.8K +$46K +578 New

MOAT Hedge Fund Activity: Q3 2023 in Review

520 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar Wide Moat ETF (MOAT) for Q3 2023, worth a combined $5.8B — up 9.8% from $5.29B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new MOAT positions and 26 closed out — a net gain of 68 holders — while 256 added to existing stakes and 109 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $90.8M. The largest seller was Soundwatch Capital, cutting an estimated $215M.

  • 520 institutional investors held VanEck Morningstar Wide Moat ETF (MOAT) as of Q3 2023, up from 458 in Q2 2023.
  • Funds reported $5.8B of VanEck Morningstar Wide Moat ETF stock for Q3 2023, up 9.8% quarter-over-quarter.
  • 94 funds opened new VanEck Morningstar Wide Moat ETF positions in Q3 2023 and 26 closed out, a net change of +68 holders.
  • The largest VanEck Morningstar Wide Moat ETF buyer in Q3 2023 was Morgan Stanley, an estimated $90.8M added.
  • The largest VanEck Morningstar Wide Moat ETF seller in Q3 2023 was Soundwatch Capital, an estimated $215M sold.

Based on aggregated 13F filings for Q3 2023.