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VanEck Morningstar Wide Moat ETF
MOAT

520 hedge funds and large institutions have $5.8B invested in VanEck Morningstar Wide Moat ETF in 2023 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 256 increasing their positions, 109 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

262% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 26

135% more repeat investments, than reductions

Existing positions increased: 256 | Existing positions reduced: 109

97% more call options, than puts

Call options by funds: $1.8M | Put options by funds: $910K

24% more funds holding in top 10

Funds holding in top 10: 67 → 83 (+16)

14% more funds holding

Funds holding: 458 → 520 (+62)

10% more capital invested

Capital invested by funds: $5.29B → $5.8B (+$516M)

3.09% less ownership

Funds ownership: 57.82% → 54.73% (-3.1%)

Holders
520
Holders Change
+62
Holders Change %
+13.54%
% of All Funds
8.25%
Holding in Top 10
83
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+23.88%
% of All Funds
1.32%
New
94
Increased
256
Reduced
109
Closed
26
Calls
$1.8M
Puts
$910K
Net Calls
+$887K
Net Calls Change
-$10.9M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$90.8M
2
Bank of America
Bank of America
North Carolina
+$79.4M
3
Osaic Holdings
Osaic Holdings
Arizona
+$52.2M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$50.6M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$47.9M

Top Sellers

1
SC
Soundwatch Capital
Connecticut
-$215M
2
EWA
EP Wealth Advisors
California
-$85M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$76.2M
4
PP
Prudential plc
United Kingdom
-$56.2M
5
BFS
Bard Financial Services
Connecticut
-$28.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAS
526
Coppell Advisory Solutions
Texas
– -$915K -11,541 Closed
CW
527
CreativeOne Wealth
Kansas
– -$676K -8,466 Closed
LCGC
528
Legacy Capital Group California
California
– -$532K -6,666 Closed
CAMG
529
CWA Asset Management Group
Florida
– -$464K -5,819 Closed
Citadel Advisors
530
Citadel Advisors
Florida
– -$456K -5,732 Closed
VCM
531
Vision Capital Management
Oregon
– -$449K -5,629 Closed
WA
532
Win Advisors
Florida
– -$310K -4,481 Closed
UCFA
533
United Capital Financial Advisors
Texas
– -$264K -3,303 Closed
FTUS
534
Flow Traders U.S.
New York
– -$259K -3,242 Closed
MWM
535
Maripau Wealth Management
Indiana
– -$238K -2,980 Closed
SM
536
Sensible Money
Arizona
– -$207K -2,589 Closed
CG
537
CFO4Life Group
Texas
– -$203K -2,548 Closed
VVP
538
Venture Visionary Partners
Ohio
– -$201K -2,514 Closed
PFBT
539
Parkside Financial Bank & Trust
Missouri
– -$133K -1,673 Closed
OIS
540
Okabena Investment Services
Minnesota
– -$55.3K -693 Closed
FGAM
541
Financial Gravity Asset Management
Texas
– -$24 -300 Closed
OP
542
ORG Partners
Indiana
– -$23.6K -296 Closed
DI
543
Disciplined Investments
Oklahoma
– -$21.6K -271 Closed
C
544
Covestor
United Kingdom
– -$5K -65 Closed
TFA
545
Toth Financial Advisory
Virginia
– -$80 -1 Closed
HIIFS
546
Harel Insurance Investments & Financial Services
Israel
– +$80 +1 New
18 19 20 21
22

MOAT Hedge Fund Activity: Q3 2023 in Review

520 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar Wide Moat ETF (MOAT) for Q3 2023, worth a combined $5.8B — up 9.8% from $5.29B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new MOAT positions and 26 closed out — a net gain of 68 holders — while 256 added to existing stakes and 109 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $90.8M. The largest seller was Soundwatch Capital, cutting an estimated $215M.

  • 520 institutional investors held VanEck Morningstar Wide Moat ETF (MOAT) as of Q3 2023, up from 458 in Q2 2023.
  • Funds reported $5.8B of VanEck Morningstar Wide Moat ETF stock for Q3 2023, up 9.8% quarter-over-quarter.
  • 94 funds opened new VanEck Morningstar Wide Moat ETF positions in Q3 2023 and 26 closed out, a net change of +68 holders.
  • The largest VanEck Morningstar Wide Moat ETF buyer in Q3 2023 was Morgan Stanley, an estimated $90.8M added.
  • The largest VanEck Morningstar Wide Moat ETF seller in Q3 2023 was Soundwatch Capital, an estimated $215M sold.

Based on aggregated 13F filings for Q3 2023.