We are live on ! Find out more
MOAT icon

VanEck Morningstar Wide Moat ETF
MOAT

458 hedge funds and large institutions have $5.29B invested in VanEck Morningstar Wide Moat ETF in 2023 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 208 increasing their positions, 95 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

531% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 16

438% more call options, than puts

Call options by funds: $14.4M | Put options by funds: $2.68M

119% more repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 95

38% more capital invested

Capital invested by funds: $3.82B → $5.29B (+$1.47B)

22% more funds holding in top 10

Funds holding in top 10: 55 → 67 (+12)

21% more funds holding

Funds holding: 379 → 458 (+79)

5.48% more ownership

Funds ownership: 52.34% → 57.82% (+5.5%)

Holders
458
Holders Change
+79
Holders Change %
+20.84%
% of All Funds
7.19%
Holding in Top 10
67
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+21.82%
% of All Funds
1.05%
New
101
Increased
208
Reduced
95
Closed
16
Calls
$14.4M
Puts
$2.68M
Net Calls
+$11.8M
Net Calls Change
-$73M

Top Buyers

1
SC
Soundwatch Capital
Connecticut
+$203M
2
LPL Financial
LPL Financial
California
+$96.2M
3
EWA
EP Wealth Advisors
California
+$78.6M
4
Bank of America
Bank of America
North Carolina
+$74.2M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$73.9M

Top Sellers

1
AWM
Activest Wealth Management
Florida
-$14.7M
2
PP
Prudential plc
United Kingdom
-$12.7M
3
OIA
OneDigital Investment Advisors
Kansas
-$9.57M
4
CWM
Cornerstone Wealth Management
Missouri
-$3.82M
5
WP
WealthPLAN Partners
Nebraska
-$2.24M
Name Holding Trade Value Shares
Change 		Change in
Stake
PAWA
51
Palo Alto Wealth Advisors
California
$22.8M +$869K +11,546 +4%
SAM
52
Summit Asset Management
Tennessee
$21.9M +$99.4K +1,321 +0.5%
LFAS
53
Level Four Advisory Services
Texas
$21.9M +$4.99M +66,344 +32%
GWM
54
Geneos Wealth Management
Colorado
$20.9M +$6.93M +92,092 +54%
BAM
55
Beaumont Asset Management
Texas
$20.7M -$932K -12,377 -5%
VWA
56
Visionary Wealth Advisors
Illinois
$19M +$5.61M +74,597 +45%
SAF
57
Smith Anglin Financial
Texas
$18.6M -$331K -4,400 -2%
PI
58
PFS Investments
Georgia
$18.3M -$539K -7,161 -3%
SI
59
Stephens Inc
Arkansas
$16.7M +$1.53M +20,279 +11%
VFM
60
Valley Financial Management
New York
$16M +$11.6M +154,319 +333%
SPC
61
Sigma Planning Corp
Michigan
$15.3M +$6.13M +81,440 +74%
PWM
62
Provident Wealth Management
Tennessee
$15.1M -$665K -8,836 -4%
CWAF
63
Core Wealth Advisors (Florida)
Florida
$14.8M +$13.9M +185,078 New
BFA
64
Beaumont Financial Advisors
Massachusetts
$14.6M +$13.8M +183,296 New
MML Investors Services
65
MML Investors Services
Massachusetts
$14.2M +$4.18M +55,595 +45%
FSA
66
Financial Services Advisory
Maryland
$14.2M +$13.4M +178,121 New
Truist Financial
67
Truist Financial
North Carolina
$13.7M +$195K +2,596 +2%
DC
68
Darrow Company
Massachusetts
$13.3M +$119K +1,586 +1%
Janney Montgomery Scott
69
Janney Montgomery Scott
Pennsylvania
$13M +$351K +4,659 +3%
DAS
70
Dynamic Advisor Solutions
Arizona
$13M +$53.2K +707 +0.4%
DC
71
Davenport & Co
Virginia
$12.7M +$335K +4,449 +3%
AF
72
Allworth Financial
California
$12.7M +$11.8M +156,574 +7,829%
RC
73
Roundview Capital
New Jersey
$12.3M +$3.06M +40,680 +36%
SWP
74
Stratos Wealth Partners
Ohio
$12.3M +$8.94M +118,789 +336%
HCA
75
Heck Capital Advisors
Wisconsin
$11.7M +$10.6M +141,044 +2,347%
1 2
3
4 5

MOAT Hedge Fund Activity: Q2 2023 in Review

458 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar Wide Moat ETF (MOAT) for Q2 2023, worth a combined $5.29B — up 38% from $3.82B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new MOAT positions and 16 closed out — a net gain of 85 holders — while 208 added to existing stakes and 95 trimmed.

The largest buyer was Soundwatch Capital, adding an estimated $203M. The largest seller was Activest Wealth Management, exiting entirely with an estimated $14.7M sold.

  • 458 institutional investors held VanEck Morningstar Wide Moat ETF (MOAT) as of Q2 2023, up from 379 in Q1 2023.
  • Funds reported $5.29B of VanEck Morningstar Wide Moat ETF stock for Q2 2023, up 38% quarter-over-quarter.
  • 101 funds opened new VanEck Morningstar Wide Moat ETF positions in Q2 2023 and 16 closed out, a net change of +85 holders.
  • The largest VanEck Morningstar Wide Moat ETF buyer in Q2 2023 was Soundwatch Capital, an estimated $203M added.
  • The largest VanEck Morningstar Wide Moat ETF seller in Q2 2023 was Activest Wealth Management, an estimated $14.7M sold.

Based on aggregated 13F filings for Q2 2023.