We are live on ! Find out more
MOAT icon

VanEck Morningstar Wide Moat ETF
MOAT

343 hedge funds and large institutions have $3B invested in VanEck Morningstar Wide Moat ETF in 2022 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 148 increasing their positions, 101 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 101

1.11% more ownership

Funds ownership: 49.42% → 50.53% (+1.1%)

0% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 39

1% less funds holding

Funds holding: 347 → 343 (-4)

8% less funds holding in top 10

Funds holding in top 10: 48 → 44 (-4)

13% less capital invested

Capital invested by funds: $3.44B → $3B (-$433M)

Holders
343
Holders Change
-4
Holders Change %
-1.15%
% of All Funds
5.78%
Holding in Top 10
44
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8.33%
% of All Funds
0.74%
New
39
Increased
148
Reduced
101
Closed
39
Calls
$773K
Puts
–
Net Calls
+$773K
Net Calls Change
+$1.11M

Top Buyers

Rank Fund Capital Flow
1
SFBLI
Southern Farm Bureau Life Insurance
Mississippi
+$27.8M
2
APCM
Alaska Permanent Capital Management
Alaska
+$24.9M
3
RJA
Raymond James & Associates
Florida
+$16.1M
4
AWA
Alaska Wealth Advisors
Alaska
+$11.4M
5
LPL Financial
LPL Financial
California
+$11M

Top Sellers

Rank Fund Capital Flow
1
GM
GeoWealth Management
Illinois
-$28.7M
2
AIP
Almanack Investment Partners
Pennsylvania
-$14.8M
3
Bank of America
Bank of America
North Carolina
-$14.2M
4
Morgan Stanley
Morgan Stanley
New York
-$11M
5
FSA
Financial Services Advisory
Maryland
-$9.03M
Name Holding Trade Value Shares
Change 		Change in
Stake
QA
26
Quantitative Advantage
Minnesota
$20.9M +$447K +6,517 +2%
FMN
27
Financial Management Network
California
$20.7M +$1.51M +22,065 +7%
CFA
28
Cahill Financial Advisors
Minnesota
$20.1M +$1.99M +28,979 +10%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$19.8M +$803K +11,700 +4%
AFG
30
Affinia Financial Group
Massachusetts
$19M +$270K +3,935 +1%
PS
31
Planned Solutions
California
$19M +$481K +7,014 +2%
BAM
32
Beaumont Asset Management
Texas
$18.7M +$1.02M +14,870 +5%
Mirae Asset Global Investments
33
Mirae Asset Global Investments
South Korea
$18.1M +$2.06M +30,000 +12%
GCM
34
G2 Capital Management
Ohio
$17.6M -$940K -13,701 -5%
Stifel Financial
35
Stifel Financial
Missouri
$17.3M +$5.13M +74,818 +38%
HighTower Advisors
36
HighTower Advisors
Illinois
$17.1M +$67.8K +988 +0.4%
RCG
37
Regatta Capital Group
California
$16.9M +$12.9K +188 +0.1%
CI
38
Ceera Investments
Texas
$16.5M +$1.49M +21,715 +9%
PAG
39
Private Advisor Group
New Jersey
$16M +$2.68M +39,059 +18%
PI
40
PFS Investments
Georgia
$15.5M +$882K +12,857 +6%
SAF
41
Smith Anglin Financial
Texas
$15.2M -$2.25M -32,803 -12%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$15M +$956K +13,935 +6%
LFAS
43
Level Four Advisory Services
Texas
$14.3M +$814K +11,856 +6%
FFA
44
First Foundation Advisors
California
$14.2M +$448K +6,535 +3%
Wealth Enhancement Advisory Services
45
Wealth Enhancement Advisory Services
Minnesota
$14.1M +$2.51M +36,576 +21%
CCM
46
Covington Capital Management
California
$12.9M -$43.8K -638 -0.3%
SAM
47
Summit Asset Management
Tennessee
$12.1M +$8.78M +127,998 +207%
DC
48
Davenport & Co
Virginia
$11.3M +$81.7K +1,190 +0.7%
PWM
49
Provident Wealth Management
Tennessee
$11.3M +$1.71M +24,860 +16%
ZIG
50
Zurich Insurance Group
Switzerland
$11M +$3.26M +47,470 +38%
1
2
3 4 5

MOAT Hedge Fund Activity: Q2 2022 in Review

343 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar Wide Moat ETF (MOAT) for Q2 2022, worth a combined $3B — down 13% from $3.44B a quarter earlier.

Fund positioning in MOAT was balanced in Q2 2022: 39 funds opened new positions, 39 closed out, 148 added to existing stakes and 101 trimmed.

The largest buyer was Southern Farm Bureau Life Insurance, opening a new position worth an estimated $27.8M. The largest seller was GeoWealth Management, exiting entirely with an estimated $28.7M sold.

  • 343 institutional investors held VanEck Morningstar Wide Moat ETF (MOAT) as of Q2 2022, down from 347 in Q1 2022.
  • Funds reported $3B of VanEck Morningstar Wide Moat ETF stock for Q2 2022, down 13% quarter-over-quarter.
  • 39 funds opened new VanEck Morningstar Wide Moat ETF positions in Q2 2022 and 39 closed out, a net change of 0 holders.
  • The largest VanEck Morningstar Wide Moat ETF buyer in Q2 2022 was Southern Farm Bureau Life Insurance, an estimated $27.8M added.
  • The largest VanEck Morningstar Wide Moat ETF seller in Q2 2022 was GeoWealth Management, an estimated $28.7M sold.

Based on aggregated 13F filings for Q2 2022.