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VanEck Morningstar Wide Moat ETF
MOAT

375 hedge funds and large institutions have $4.26B invested in VanEck Morningstar Wide Moat ETF in 2022 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 160 increasing their positions, 122 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

12,007% more call options, than puts

Call options by funds: $29.9M | Put options by funds: $247K

133% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 24

46% more capital invested

Capital invested by funds: $2.91B → $4.26B (+$1.35B)

31% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 122

16% more funds holding in top 10

Funds holding in top 10: 43 → 50 (+7)

7% more funds holding

Funds holding: 351 → 375 (+24)

0.64% less ownership

Funds ownership: 52.2% → 51.56% (-0.64%)

Holders
375
Holders Change
+24
Holders Change %
+6.84%
% of All Funds
6.03%
Holding in Top 10
50
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+16.28%
% of All Funds
0.8%
New
56
Increased
160
Reduced
122
Closed
24
Calls
$29.9M
Puts
$247K
Net Calls
+$29.7M
Net Calls Change
+$29.4M

Top Buyers

1
TWM
Tanager Wealth Management
United Kingdom
+$16.8M
2
Cerity Partners
Cerity Partners
New York
+$13.7M
3
RJA
Raymond James & Associates
Florida
+$12.2M
4
Osaic Holdings
Osaic Holdings
Arizona
+$7.66M
5
SFBLI
Southern Farm Bureau Life Insurance
Mississippi
+$6.64M

Top Sellers

1
LPL Financial
LPL Financial
California
-$34.1M
2
OIA
OneDigital Investment Advisors
Kansas
-$25.2M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$20.3M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$17.9M
5
Bank of America
Bank of America
North Carolina
-$15.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
26
Cahill Financial Advisors
Minnesota
$27.1M +$4.05M +62,380 +18%
BCM
27
Brookstone Capital Management
Illinois
$26.1M -$111K -1,709 -0.4%
LS
28
Leelyn Smith
Illinois
$24.4M +$2.87M +44,208 +13%
BFS
29
Bard Financial Services
Connecticut
$23.8M -$176K -2,707 -0.7%
Mirae Asset Global Investments
30
Mirae Asset Global Investments
South Korea
$23.8M +$5.32M +82,000 +29%
FMN
31
Financial Management Network
California
$23.8M +$1.08M +16,690 +5%
RCG
32
Regatta Capital Group
California
$23.8M +$5.63M +86,810 +31%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$23.7M +$3.37M +52,032 +17%
Carson Wealth (CWM LLC)
34
Carson Wealth (CWM LLC)
Nebraska
$22.8M -$5.29M -81,633 -19%
Thrivent Financial for Lutherans
35
Thrivent Financial for Lutherans
Minnesota
$22.5M -$17.9M -275,887 -44%
AWM
36
Activest Wealth Management
Florida
$21.9M -$1.34M -20,635 -6%
Stifel Financial
37
Stifel Financial
Missouri
$21.5M -$355K -5,475 -2%
QA
38
Quantitative Advantage
Minnesota
$21.1M -$452K -6,963 -2%
PS
39
Planned Solutions
California
$19.8M +$46.6K +719 +0.2%
HighTower Advisors
40
HighTower Advisors
Illinois
$19.3M +$2.98M +45,919 +18%
Cerity Partners
41
Cerity Partners
New York
$19.2M +$13.7M +210,886 +248%
WP
42
WealthPLAN Partners
Nebraska
$18.9M +$16.6M +255,799 New
BAM
43
Beaumont Asset Management
Texas
$18.8M -$1.07M -16,467 -5%
WIM
44
WealthPlan Investment Management
Nebraska
$18.8M -$270K -4,160 -2%
TWM
45
Tanager Wealth Management
United Kingdom
$18.3M +$16.8M +259,245 +1,133%
WMWM
46
Whitaker-Myers Wealth Managers
Ohio
$18.3M +$18.3M +282,007 New
CI
47
Ceera Investments
Texas
$18.3M +$761K +11,734 +4%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$17.5M +$70.8K +1,092 +0.4%
GCM
49
G2 Capital Management
Ohio
$17.5M -$748K -11,527 -4%
PAWA
50
Palo Alto Wealth Advisors
California
$16.9M +$16.8M +259,723 New
1
2
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MOAT Hedge Fund Activity: Q4 2022 in Review

375 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar Wide Moat ETF (MOAT) for Q4 2022, worth a combined $4.26B — up 46% from $2.91B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new MOAT positions and 24 closed out — a net gain of 32 holders — while 160 added to existing stakes and 122 trimmed.

The largest buyer was Tanager Wealth Management, adding an estimated $16.8M. The largest seller was LPL Financial, cutting an estimated $34.1M.

  • 375 institutional investors held VanEck Morningstar Wide Moat ETF (MOAT) as of Q4 2022, up from 351 in Q3 2022.
  • Funds reported $4.26B of VanEck Morningstar Wide Moat ETF stock for Q4 2022, up 46% quarter-over-quarter.
  • 56 funds opened new VanEck Morningstar Wide Moat ETF positions in Q4 2022 and 24 closed out, a net change of +32 holders.
  • The largest VanEck Morningstar Wide Moat ETF buyer in Q4 2022 was Tanager Wealth Management, an estimated $16.8M added.
  • The largest VanEck Morningstar Wide Moat ETF seller in Q4 2022 was LPL Financial, an estimated $34.1M sold.

Based on aggregated 13F filings for Q4 2022.