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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$90.8M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$79.4M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$52.2M |
| 4 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$50.6M |
| 5 |
Bank of New York Mellon
New York
|
+$47.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SC
Soundwatch Capital
Rowayton,
Connecticut
|
-$215M |
| 2 |
EWA
EP Wealth Advisors
Torrance,
California
|
-$85M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$76.2M |
| 4 |
PP
Prudential plc
London, England,
United Kingdom
|
-$56.2M |
| 5 |
BFS
Bard Financial Services
Branford,
Connecticut
|
-$28.1M |
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.