We are live on ! Find out more
MOAT icon

VanEck Morningstar Wide Moat ETF
MOAT

212 hedge funds and large institutions have $1.04B invested in VanEck Morningstar Wide Moat ETF in 2020 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 79 increasing their positions, 70 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 70

1.51% less ownership

Funds ownership: 42.31% → 40.81% (-1.5%)

6% less funds holding

Funds holding: 225 → 212 (-13)

21% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 43

25% less capital invested

Capital invested by funds: $1.38B → $1.04B (-$338M)

26% less funds holding in top 10

Funds holding in top 10: 19 → 14 (-5)

Holders
212
Holders Change
-13
Holders Change %
-5.78%
% of All Funds
4.67%
Holding in Top 10
14
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-26.32%
% of All Funds
0.31%
New
34
Increased
79
Reduced
70
Closed
43
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RC
Randolph Company
Ohio
+$19.6M
2
Bank of America
Bank of America
North Carolina
+$13.2M
3
Morgan Stanley
Morgan Stanley
New York
+$11M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$10.8M
5
Truist Financial
Truist Financial
North Carolina
+$9.88M

Top Sellers

Rank Fund Capital Flow
1
MCM
Mainstay Capital Management
Michigan
-$47.5M
2
SWA
SFMG Wealth Advisors
Texas
-$20.7M
3
LPL Financial
LPL Financial
California
-$16.3M
4
FIG
FundX Investment Group
California
-$14.4M
5
DAS
Dynamic Advisor Solutions
Arizona
-$11.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
76
Mengis Capital Management
Oregon
$1.28M +$63K +1,225 +4%
PAS
77
Partnervest Advisory Services
California
$1.19M +$369K +7,181 +36%
OC
78
Oppenheimer & Co
New York
$1.17M +$48.4K +942 +4%
PMG
79
ProVise Management Group
Florida
$1.13M -$36K -700 -3%
CPC
80
Cookson Peirce & Co
Pennsylvania
$1.12M +$63.9K +1,243 +5%
GIA
81
Gladstone Institutional Advisory
Florida
$1.1M +$65K +1,265 +5%
PPP
82
Private Portfolio Partners
New Jersey
$1.09M +$615K +11,963 +92%
PP
83
Professional Planning
California
$1.06M -$5.96K -116 -0.5%
BFO
84
Boston Family Office
Massachusetts
$1.05M +$60.6K +1,178 +5%
VWM
85
Venturi Wealth Management
Texas
$1.03M +$2.16K +42 +0.2%
AMC
86
Asset Management Corp
Illinois
$1.02M +$56K +1,090 +5%
KM
87
Kalos Management
Georgia
$1.01M +$1.05M +20,362 New
LNC
88
Lincoln National Corp
Pennsylvania
$997K -$1.24M -24,046 -51%
FAAS
89
First Allied Advisory Services
California
$975K -$11.6K -226 -1%
ACA
90
Ascension Capital Advisors
Texas
$969K -$42.8K -833 -4%
APA
91
American Portfolios Advisors
New York
$926K +$114K +2,227 +12%
SG
92
StoneX Group
New York
$924K +$41.6K +810 +4%
9WM
93
9258 Wealth Management
Ohio
$881K -$63K -1,225 -6%
HF
94
HRT Financial
New York
$869K +$1.02M +19,874 New
WS
95
Wedbush Securities
California
$863K -$545K -10,610 -35%
ACA
96
Aptus Capital Advisors
Alabama
$826K +$265K +5,153 +38%
Creative Planning
97
Creative Planning
Kansas
$792K +$300K +5,845 +48%
SAM
98
Summit Asset Management
Tennessee
$746K +$557K +10,840 +174%
CAN
99
Claraphi Advisory Network
United States
$710K +$25.2K +490 +3%
CSPIA
100
Cary Street Partners Investment Advisory
Virginia
$686K -$16.7K -324 -2%
2 3
4
5 6

MOAT Hedge Fund Activity: Q1 2020 in Review

212 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar Wide Moat ETF (MOAT) for Q1 2020, worth a combined $1.04B — down 25% from $1.38B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of MOAT and 34 opened new positions — a net loss of 9 holders — while 70 trimmed existing stakes and 79 added.

The largest buyer was Randolph Company, opening a new position worth an estimated $19.6M. The largest seller was Mainstay Capital Management, exiting entirely with an estimated $47.5M sold.

  • 212 institutional investors held VanEck Morningstar Wide Moat ETF (MOAT) as of Q1 2020, down from 225 in Q4 2019.
  • Funds reported $1.04B of VanEck Morningstar Wide Moat ETF stock for Q1 2020, down 25% quarter-over-quarter.
  • 34 funds opened new VanEck Morningstar Wide Moat ETF positions in Q1 2020 and 43 closed out, a net change of -9 holders.
  • The largest VanEck Morningstar Wide Moat ETF buyer in Q1 2020 was Randolph Company, an estimated $19.6M added.
  • The largest VanEck Morningstar Wide Moat ETF seller in Q1 2020 was Mainstay Capital Management, an estimated $47.5M sold.

Based on aggregated 13F filings for Q1 2020.