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VanEck Morningstar Wide Moat ETF
MOAT

617 hedge funds and large institutions have $8.36B invested in VanEck Morningstar Wide Moat ETF in 2023 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 293 increasing their positions, 132 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

547% more call options, than puts

Call options by funds: $3.24M | Put options by funds: $501K

337% more first-time investments, than exits

New positions opened: 131 | Existing positions closed: 30

122% more repeat investments, than reductions

Existing positions increased: 293 | Existing positions reduced: 132

44% more capital invested

Capital invested by funds: $5.8B → $8.36B (+$2.56B)

19% more funds holding

Funds holding: 520 → 617 (+97)

14% more funds holding in top 10

Funds holding in top 10: 83 → 95 (+12)

8.44% more ownership

Funds ownership: 54.73% → 63.17% (+8.4%)

Holders
617
Holders Change
+97
Holders Change %
+18.65%
% of All Funds
9%
Holding in Top 10
95
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+14.46%
% of All Funds
1.39%
New
131
Increased
293
Reduced
132
Closed
30
Calls
$3.24M
Puts
$501K
Net Calls
+$2.74M
Net Calls Change
+$1.85M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$670M
2
MFIM
Mesirow Financial Investment Management
Illinois
+$175M
3
LPL Financial
LPL Financial
California
+$115M
4
Bank of America
Bank of America
North Carolina
+$106M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$65.6M

Top Sellers

Rank Fund Capital Flow
1
TI
TTP Investments
California
-$30.5M
2
OCM
One Capital Management
California
-$24.6M
3
SIS
Strategic Investment Solutions
Illinois
-$23.6M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$15.8M
5
Osaic Holdings
Osaic Holdings
Arizona
-$15.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
NCFG
501
New Century Financial Group
New Jersey
$229K +$209K +2,693 New
TAM
502
Tealwood Asset Management
Minnesota
$228K +$388 +5 +0.2%
PCIA
503
Prime Capital Investment Advisors
Kansas
$227K – – –
AFP
504
Ausdal Financial Partners
Iowa
$224K +$205K +2,637 New
PA
505
Parallel Advisors
California
$223K +$25.5K +328 +14%
ACM
506
Advisors Capital Management
New Jersey
$223K +$204K +2,625 New
CB
507
Commerce Bank
Missouri
$221K +$202K +2,600 New
SM
508
Sensible Money
Arizona
$220K +$201K +2,589 New
ASN
509
Advisory Services Network
Georgia
$219K +$201K +2,585 New
RMF
510
Red Mountain Financial
Colorado
$217K +$199K +2,562 New
CG
511
CFO4Life Group
Texas
$216K +$198K +2,548 New
LA
512
LPF Advisors
Florida
$215K +$196K +2,530 New
MWM
513
Maripau Wealth Management
Indiana
$214K +$196K +2,526 New
SAM
514
SP Asset Management
California
$214K +$196K +2,525 New
GHAM
515
Gilman Hill Asset Management
Connecticut
$212K +$194K +2,500 New
WBCM
516
Wilson & Boucher Capital Management
California
$212K +$194K +2,500 New
AB
517
Atlas Brown
Kentucky
$210K +$192K +2,470 New
AWM
518
Avaii Wealth Management
Wisconsin
$209K +$191K +2,459 New
IA
519
IFG Advisory
Georgia
$208K +$190K +2,447 New
GMA
520
Glassy Mountain Advisors
Maryland
$204K +$187K +2,407 New
CAM
521
Clarity Asset Management
Iowa
$203K +$186K +2,395 New
SW
522
Simplicity Wealth
New Jersey
$201K +$184K +2,365 New
PFA
523
Pathway Financial Advisers
Indiana
$191K +$15.9K +205 +10%
KFI
524
Key Financial Inc
Pennsylvania
$190K – – –
FAM
525
Family Asset Management
South Carolina
$183K +$168K +2,161 New
19 20
21
22 23

MOAT Hedge Fund Activity: Q4 2023 in Review

617 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar Wide Moat ETF (MOAT) for Q4 2023, worth a combined $8.36B — up 44% from $5.8B a quarter earlier.

Buyers outnumbered sellers: 131 funds opened new MOAT positions and 30 closed out — a net gain of 101 holders — while 293 added to existing stakes and 132 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $670M. The largest seller was TTP Investments, cutting an estimated $30.5M.

  • 617 institutional investors held VanEck Morningstar Wide Moat ETF (MOAT) as of Q4 2023, up from 520 in Q3 2023.
  • Funds reported $8.36B of VanEck Morningstar Wide Moat ETF stock for Q4 2023, up 44% quarter-over-quarter.
  • 131 funds opened new VanEck Morningstar Wide Moat ETF positions in Q4 2023 and 30 closed out, a net change of +101 holders.
  • The largest VanEck Morningstar Wide Moat ETF buyer in Q4 2023 was Morgan Stanley, an estimated $670M added.
  • The largest VanEck Morningstar Wide Moat ETF seller in Q4 2023 was TTP Investments, an estimated $30.5M sold.

Based on aggregated 13F filings for Q4 2023.