VanEck Morningstar Wide Moat ETF
MOAT
229 hedge funds and large institutions have $1.4B invested in VanEck Morningstar Wide Moat ETF in 2020 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 85 increasing their positions, 67 reducing their positions, and 22 closing their positions.
841% more call options, than puts
Call options by funds: $2.06M | Put options by funds: $219K
86% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 22
35% more capital invested
Capital invested by funds: $1.04B → $1.4B (+$363M)
27% more repeat investments, than reductions
Existing positions increased: 85 | Existing positions reduced: 67
21% more funds holding in top 10
Funds holding in top 10: 14 → 17 (+3)
8% more funds holding
Funds holding: 212 → 229 (+17)
1.67% more ownership
Funds ownership: 40.81% → 42.48% (+1.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$91.3M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$40.4M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$14.4M |
| 4 |
FSA
Financial Services Advisory
Rockville,
Maryland
|
+$12.5M |
| 5 |
Morgan Stanley
New York
|
+$11.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIG
FundX Investment Group
San Francisco,
California
|
-$26.4M |
| 2 |
SWA
SFMG Wealth Advisors
Plano,
Texas
|
-$26.1M |
| 3 |
Mirae Asset Global Investments
Seoul,
South Korea
|
-$7.26M |
| 4 |
JFA
JNBA Financial Advisors
Bloomington,
Minnesota
|
-$6.24M |
| 5 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$5.6M |
MOAT Hedge Fund Activity: Q2 2020 in Review
229 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar Wide Moat ETF (MOAT) for Q2 2020, worth a combined $1.4B — up 35% from $1.04B a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new MOAT positions and 22 closed out — a net gain of 19 holders — while 85 added to existing stakes and 67 trimmed.
The largest buyer was Bank of America, adding an estimated $91.3M. The largest seller was FundX Investment Group, exiting entirely with an estimated $26.4M sold.
- 229 institutional investors held VanEck Morningstar Wide Moat ETF (MOAT) as of Q2 2020, up from 212 in Q1 2020.
- Funds reported $1.4B of VanEck Morningstar Wide Moat ETF stock for Q2 2020, up 35% quarter-over-quarter.
- 41 funds opened new VanEck Morningstar Wide Moat ETF positions in Q2 2020 and 22 closed out, a net change of +19 holders.
- The largest VanEck Morningstar Wide Moat ETF buyer in Q2 2020 was Bank of America, an estimated $91.3M added.
- The largest VanEck Morningstar Wide Moat ETF seller in Q2 2020 was FundX Investment Group, an estimated $26.4M sold.
Based on aggregated 13F filings for Q2 2020.