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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
SAM
51
Summit Asset Management
Tennessee
$16.6M +$1.92M +29,667 +13%
PI
52
PFS Investments
Georgia
$15.9M +$82.2K +1,267 +0.5%
SAF
53
Smith Anglin Financial
Texas
$15.7M -$572K -8,826 -4%
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$15.6M +$601K +9,263 +4%
Janney Montgomery Scott
55
Janney Montgomery Scott
Pennsylvania
$13.4M +$2.54M +39,167 +23%
LFAS
56
Level Four Advisory Services
Texas
$13.2M -$1.59M -24,585 -11%
PWM
57
Provident Wealth Management
Tennessee
$12.9M -$26.7K -411 -0.2%
FSA
58
Financial Sense Advisors
California
$12.2M +$4.84M +74,643 +66%
SI
59
Stephens Inc
Arkansas
$11.7M +$1.53M +23,611 +15%
DC
60
Davenport & Co
Virginia
$11.5M -$300K -4,618 -3%
VWA
61
Visionary Wealth Advisors
Illinois
$10.8M -$1.17K -18 -0%
DAS
62
Dynamic Advisor Solutions
Arizona
$10.4M -$2.72K -42 -0%
DC
63
Darrow Company
Massachusetts
$10.4M +$183K +2,827 +2%
MML Investors Services
64
MML Investors Services
Massachusetts
$10.2M +$43.2K +666 +0.4%
Truist Financial
65
Truist Financial
North Carolina
$10M +$549K +8,458 +6%
CAN
66
Cetera Advisor Networks
California
$9.96M +$6.07M +93,626 +156%
SPIA
67
Steward Partners Investment Advisory
New York
$9.52M -$295K -4,556 -3%
AIP
68
Ahrens Investment Partners
Louisiana
$9.47M +$3.6M +55,544 +62%
UFA
69
US Financial Advisors
Massachusetts
$8.81M +$190K +2,936 +2%
AA
70
Apriem Advisors
California
$8.73M -$21.1K -326 -0.2%
ES
71
Eagle Strategies
New York
$8.61M -$20.2K -312 -0.2%
AOG
72
Alpha Omega Group
Virginia
$8.33M +$332K +5,117 +4%
SEEDPG
73
S.E.E.D. Planning Group
New York
$8.08M +$1.32M +20,310 +20%
Creative Planning
74
Creative Planning
Kansas
$7.9M +$4.21M +64,887 +114%
SPC
75
Sigma Planning Corp
Michigan
$7.7M -$102K -1,580 -1%
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3
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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.