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VanEck Morningstar Wide Moat ETF
MOAT

229 hedge funds and large institutions have $1.4B invested in VanEck Morningstar Wide Moat ETF in 2020 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 85 increasing their positions, 67 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

841% more call options, than puts

Call options by funds: $2.06M | Put options by funds: $219K

86% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 22

35% more capital invested

Capital invested by funds: $1.04B → $1.4B (+$363M)

27% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 67

21% more funds holding in top 10

Funds holding in top 10: 14 → 17 (+3)

8% more funds holding

Funds holding: 212 → 229 (+17)

1.67% more ownership

Funds ownership: 40.81% → 42.48% (+1.7%)

Holders
229
Holders Change
+17
Holders Change %
+8.02%
% of All Funds
4.7%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.35%
New
41
Increased
85
Reduced
67
Closed
22
Calls
$2.06M
Puts
$219K
Net Calls
+$1.84M
Net Calls Change
+$1.84M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$91.3M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$40.4M
3
RJA
Raymond James & Associates
Florida
+$14.4M
4
FSA
Financial Services Advisory
Maryland
+$12.5M
5
Morgan Stanley
Morgan Stanley
New York
+$11.6M

Top Sellers

1
FIG
FundX Investment Group
California
-$26.4M
2
SWA
SFMG Wealth Advisors
Texas
-$26.1M
3
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$7.26M
4
JFA
JNBA Financial Advisors
Minnesota
-$6.24M
5
BCM
Brookstone Capital Management
Illinois
-$5.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
26
Csenge Advisory Group
Florida
$10.6M +$6.5M +130,532 +180%
CAN
27
Cetera Advisor Networks
California
$9.94M +$965K +19,371 +11%
AFG
28
Affinia Financial Group
Massachusetts
$9.73M +$9.28M +186,395 New
DC
29
Davenport & Co
Virginia
$9.59M +$353K +7,098 +4%
MML Investors Services
30
MML Investors Services
Massachusetts
$9.51M +$3.23M +64,796 +55%
CFA
31
Cahill Financial Advisors
Minnesota
$8.42M +$2.91M +58,427 +57%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$8.35M -$2.07M -41,488 -21%
CCM
33
Covington Capital Management
California
$7.58M +$900K +18,069 +14%
AA
34
Apriem Advisors
California
$7.5M +$431K +8,646 +6%
AIP
35
Ahrens Investment Partners
Louisiana
$7.3M -$1.47M -29,619 -17%
KA
36
Kovack Advisors
Florida
$7.27M +$2.06M +41,353 +42%
SWA
37
SFMG Wealth Advisors
Texas
$7.1M -$26.1M -524,974 -79%
MAFM
38
Mid Atlantic Financial Management
Pennsylvania
$6.68M -$112K -2,253 -2%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$6.57M -$670K -13,458 -10%
JP Morgan Chase
40
JP Morgan Chase
New York
$6.36M +$1.14M +22,793 +23%
IF
41
IRON Financial
Illinois
$6.09M +$5.8M +116,568 New
SI
42
Stephens Inc
Arkansas
$6.08M -$135K -2,718 -2%
FDCDDQ
43
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.59M -$491K -9,865 -8%
ZIG
44
Zurich Insurance Group
Switzerland
$5.51M +$1.14M +22,915 +22%
AWE
45
Avidian Wealth Enterprises
Texas
$5.26M +$5.02M +100,759 New
Stifel Financial
46
Stifel Financial
Missouri
$5.25M +$216K +4,345 +5%
DP
47
Denver PWM
Colorado
$5.05M -$93.3K -1,873 -2%
BC
48
Barnett & Company
Tennessee
$4.98M -$40K -803 -0.8%
Cerity Partners
49
Cerity Partners
New York
$4.73M -$837K -16,800 -16%
SPC
50
Sigma Planning Corp
Michigan
$4.7M -$19.8K -397 -0.4%
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MOAT Hedge Fund Activity: Q2 2020 in Review

229 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar Wide Moat ETF (MOAT) for Q2 2020, worth a combined $1.4B — up 35% from $1.04B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new MOAT positions and 22 closed out — a net gain of 19 holders — while 85 added to existing stakes and 67 trimmed.

The largest buyer was Bank of America, adding an estimated $91.3M. The largest seller was FundX Investment Group, exiting entirely with an estimated $26.4M sold.

  • 229 institutional investors held VanEck Morningstar Wide Moat ETF (MOAT) as of Q2 2020, up from 212 in Q1 2020.
  • Funds reported $1.4B of VanEck Morningstar Wide Moat ETF stock for Q2 2020, up 35% quarter-over-quarter.
  • 41 funds opened new VanEck Morningstar Wide Moat ETF positions in Q2 2020 and 22 closed out, a net change of +19 holders.
  • The largest VanEck Morningstar Wide Moat ETF buyer in Q2 2020 was Bank of America, an estimated $91.3M added.
  • The largest VanEck Morningstar Wide Moat ETF seller in Q2 2020 was FundX Investment Group, an estimated $26.4M sold.

Based on aggregated 13F filings for Q2 2020.