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VanEck Morningstar Wide Moat ETF
MOAT

351 hedge funds and large institutions have $2.91B invested in VanEck Morningstar Wide Moat ETF in 2022 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 152 increasing their positions, 108 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 24

41% more repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 108

2% more funds holding

Funds holding: 343 → 351 (+8)

1.67% more ownership

Funds ownership: 50.53% → 52.2% (+1.7%)

3% less capital invested

Capital invested by funds: $3B → $2.91B (-$91.2M)

2% less funds holding in top 10

Funds holding in top 10: 44 → 43 (-1)

Holders
351
Holders Change
+8
Holders Change %
+2.33%
% of All Funds
6.05%
Holding in Top 10
43
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.27%
% of All Funds
0.74%
New
34
Increased
152
Reduced
108
Closed
24
Calls
$243K
Puts
–
Net Calls
+$243K
Net Calls Change
-$530K

Top Buyers

Rank Fund Capital Flow
1
PP
Prudential plc
United Kingdom
+$35M
2
AF
Apexium Financial
Texas
+$18.4M
3
AWM
Activest Wealth Management
Florida
+$12.9M
4
FFA
First Foundation Advisors
California
+$11.4M
5
LPL Financial
LPL Financial
California
+$10.8M

Top Sellers

Rank Fund Capital Flow
1
APCM
Alaska Permanent Capital Management
Alaska
-$23.9M
2
Bank of America
Bank of America
North Carolina
-$19.5M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$14.1M
4
OIA
OneDigital Investment Advisors
Kansas
-$8.36M
5
Creative Planning
Creative Planning
Kansas
-$6.92M
Name Holding Trade Value Shares
Change 		Change in
Stake
AF
26
Apexium Financial
Texas
$23.2M +$18.4M +273,498 +242%
BFS
27
Bard Financial Services
Connecticut
$22.2M +$568K +8,440 +2%
FMN
28
Financial Management Network
California
$22M +$1.37M +20,417 +6%
AWM
29
Activest Wealth Management
Florida
$21.5M +$12.9M +192,003 +115%
CFA
30
Cahill Financial Advisors
Minnesota
$21.3M +$2.66M +39,553 +13%
Stifel Financial
31
Stifel Financial
Missouri
$20.2M +$4.44M +66,049 +24%
QA
32
Quantitative Advantage
Minnesota
$19.9M +$224K +3,337 +1%
LS
33
Leelyn Smith
Illinois
$19.9M -$2.27M -33,800 -9%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$18.7M +$67.3K +1,001 +0.3%
BAM
35
Beaumont Asset Management
Texas
$18.4M +$900K +13,390 +5%
PS
36
Planned Solutions
California
$18.2M +$397K +5,900 +2%
RCG
37
Regatta Capital Group
California
$17.8M +$938K +13,948 +5%
WIM
38
WealthPlan Investment Management
Nebraska
$17.4M +$17.5M +259,760 New
Mirae Asset Global Investments
39
Mirae Asset Global Investments
South Korea
$17.2M – – –
GCM
40
G2 Capital Management
Ohio
$16.9M +$288K +4,279 +2%
PAG
41
Private Advisor Group
New Jersey
$16.2M +$1.29M +19,179 +8%
CI
42
Ceera Investments
Texas
$16.2M +$748K +11,121 +4%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$16.1M +$2.2M +32,752 +14%
HighTower Advisors
44
HighTower Advisors
Illinois
$15.1M -$1.14M -16,962 -6%
SAF
45
Smith Anglin Financial
Texas
$15.1M +$800K +11,899 +5%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$13.9M +$5.41M +80,527 +53%
LFAS
47
Level Four Advisory Services
Texas
$13.7M +$264K +3,925 +2%
SAM
48
Summit Asset Management
Tennessee
$13.6M +$2.46M +36,530 +19%
CCM
49
Covington Capital Management
California
$12.4M +$265K +3,935 +2%
PWM
50
Provident Wealth Management
Tennessee
$11.9M +$1.46M +21,736 +12%
1
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MOAT Hedge Fund Activity: Q3 2022 in Review

351 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar Wide Moat ETF (MOAT) for Q3 2022, worth a combined $2.91B — down 3% from $3B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new MOAT positions and 24 closed out — a net gain of 10 holders — while 152 added to existing stakes and 108 trimmed.

The largest buyer was Prudential plc, adding an estimated $35M. The largest seller was Alaska Permanent Capital Management, cutting an estimated $23.9M.

  • 351 institutional investors held VanEck Morningstar Wide Moat ETF (MOAT) as of Q3 2022, up from 343 in Q2 2022.
  • Funds reported $2.91B of VanEck Morningstar Wide Moat ETF stock for Q3 2022, down 3% quarter-over-quarter.
  • 34 funds opened new VanEck Morningstar Wide Moat ETF positions in Q3 2022 and 24 closed out, a net change of +10 holders.
  • The largest VanEck Morningstar Wide Moat ETF buyer in Q3 2022 was Prudential plc, an estimated $35M added.
  • The largest VanEck Morningstar Wide Moat ETF seller in Q3 2022 was Alaska Permanent Capital Management, an estimated $23.9M sold.

Based on aggregated 13F filings for Q3 2022.