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VanEck Morningstar Wide Moat ETF
MOAT

308 hedge funds and large institutions have $2.93B invested in VanEck Morningstar Wide Moat ETF in 2021 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 157 increasing their positions, 60 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

974% more call options, than puts

Call options by funds: $4.38M | Put options by funds: $408K

162% more repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 60

43% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 28

1% more funds holding

Funds holding: 304 → 308 (+4)

3% more capital invested

Capital invested by funds: $2.86B → $2.93B (+$76.7M)

0% more funds holding in top 10

Funds holding in top 10: 34 → 34 (0)

1.3% less ownership

Funds ownership: 45.74% → 44.44% (-1.3%)

Holders
308
Holders Change
+4
Holders Change %
+1.32%
% of All Funds
5.39%
Holding in Top 10
34
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.6%
New
40
Increased
157
Reduced
60
Closed
28
Calls
$4.38M
Puts
$408K
Net Calls
+$3.97M
Net Calls Change
+$4.01M

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$28M
2
Ameriprise
Ameriprise
Minnesota
+$14.9M
3
AIP
Almanack Investment Partners
Pennsylvania
+$14.6M
4
FFC
Fure Financial Corporation
Minnesota
+$13.6M
5
Osaic Holdings
Osaic Holdings
Arizona
+$13.4M

Top Sellers

Rank Fund Capital Flow
1
MCM
Mainstay Capital Management
Michigan
-$66.2M
2
PP
Prudential plc
United Kingdom
-$19.6M
3
BCI
Brinker Capital Investments
Pennsylvania
-$17.5M
4
Citigroup
Citigroup
New York
-$5.89M
5
WP
WealthPLAN Partners
Nebraska
-$4.09M
Name Holding Trade Value Shares
Change 		Change in
Stake
FMN
26
Financial Management Network
California
$20.6M +$685K +9,101 +3%
MML Investors Services
27
MML Investors Services
Massachusetts
$19.7M +$6.01M +79,905 +42%
BAM
28
Beaumont Asset Management
Texas
$18.3M +$641K +8,522 +4%
CI
29
Ceera Investments
Texas
$17.4M +$3.4M +45,219 +24%
CAN
30
Cetera Advisor Networks
California
$16.8M +$741K +9,849 +4%
CFA
31
Cahill Financial Advisors
Minnesota
$16.1M +$2.42M +32,109 +17%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$15.8M +$1.04M +13,768 +7%
AIP
33
Almanack Investment Partners
Pennsylvania
$15.1M +$14.6M +193,522 +1,462%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$15.1M +$3.99M +53,018 +35%
MAFM
35
Mid Atlantic Financial Management
Pennsylvania
$14.5M +$1.01M +13,411 +7%
CCM
36
Covington Capital Management
California
$13.9M +$524K +6,965 +4%
Barclays
37
Barclays
United Kingdom
$13.8M +$1.77M +23,516 +14%
FFA
38
First Foundation Advisors
California
$13.6M +$290K +3,852 +2%
DC
39
Davenport & Co
Virginia
$13.5M -$32.3K -429 -0.2%
Qube Research & Technologies (QRT)
40
Qube Research & Technologies (QRT)
United Kingdom
$13.4M +$624K +8,289 +5%
FFC
41
Fure Financial Corporation
Minnesota
$13.3M +$13.6M +180,968 New
PAG
42
Private Advisor Group
New Jersey
$13.2M +$9.08M +120,678 +202%
DAS
43
Dynamic Advisor Solutions
Arizona
$12.8M -$122K -1,623 -0.9%
AF
44
Apexium Financial
Texas
$12.2M +$845K +11,229 +7%
LFAS
45
Level Four Advisory Services
Texas
$11.2M +$3.14M +41,653 +37%
VWA
46
Visionary Wealth Advisors
Illinois
$10.9M +$2.08M +27,599 +23%
SI
47
Stephens Inc
Arkansas
$10.7M +$441K +5,855 +4%
PWM
48
Provident Wealth Management
Tennessee
$10.5M +$200K +2,659 +2%
Truist Financial
49
Truist Financial
North Carolina
$10.5M +$609K +8,095 +6%
UFA
50
US Financial Advisors
Massachusetts
$10.4M +$106K +1,405 +1%
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MOAT Hedge Fund Activity: Q3 2021 in Review

308 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar Wide Moat ETF (MOAT) for Q3 2021, worth a combined $2.93B — up 2.7% from $2.86B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new MOAT positions and 28 closed out — a net gain of 12 holders — while 157 added to existing stakes and 60 trimmed.

The largest buyer was Bank of America, adding an estimated $28M. The largest seller was Mainstay Capital Management, exiting entirely with an estimated $66.2M sold.

  • 308 institutional investors held VanEck Morningstar Wide Moat ETF (MOAT) as of Q3 2021, up from 304 in Q2 2021.
  • Funds reported $2.93B of VanEck Morningstar Wide Moat ETF stock for Q3 2021, up 2.7% quarter-over-quarter.
  • 40 funds opened new VanEck Morningstar Wide Moat ETF positions in Q3 2021 and 28 closed out, a net change of +12 holders.
  • The largest VanEck Morningstar Wide Moat ETF buyer in Q3 2021 was Bank of America, an estimated $28M added.
  • The largest VanEck Morningstar Wide Moat ETF seller in Q3 2021 was Mainstay Capital Management, an estimated $66.2M sold.

Based on aggregated 13F filings for Q3 2021.