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VanEck Morningstar Wide Moat ETF
MOAT

226 hedge funds and large institutions have $1.47B invested in VanEck Morningstar Wide Moat ETF in 2020 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 79 increasing their positions, 72 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

334% more call options, than puts

Call options by funds: $2.42M | Put options by funds: $557K

12% more funds holding in top 10

Funds holding in top 10: 17 → 19 (+2)

10% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 72

5% more capital invested

Capital invested by funds: $1.4B → $1.47B (+$68.1M)

0.91% more ownership

Funds ownership: 42.48% → 43.39% (+0.91%)

9% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 22

1% less funds holding

Funds holding: 229 → 226 (-3)

Holders
226
Holders Change
-3
Holders Change %
-1.31%
% of All Funds
4.56%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.38%
New
20
Increased
79
Reduced
72
Closed
22
Calls
$2.42M
Puts
$557K
Net Calls
+$1.86M
Net Calls Change
+$20K

Top Buyers

Rank Fund Capital Flow
1
WP
WealthPLAN Partners
Nebraska
+$17.5M
2
Goldman Sachs
Goldman Sachs
New York
+$8.07M
3
VWA
Visionary Wealth Advisors
Illinois
+$6.94M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$6.36M
5
OIA
OneDigital Investment Advisors
Kansas
+$4.91M

Top Sellers

Rank Fund Capital Flow
1
RC
Randolph Company
Ohio
-$20M
2
TC
Trilogy Capital
California
-$14.3M
3
FSA
Financial Services Advisory
Maryland
-$13.1M
4
CAG
Csenge Advisory Group
Florida
-$9.97M
5
LPL Financial
LPL Financial
California
-$7.52M
Name Holding Trade Value Shares
Change 		Change in
Stake
KAS
76
Kestra Advisory Services
Texas
$2.27M +$2.27M +41,598 New
AAS
77
Avantax Advisory Services
Texas
$2.17M +$1M +18,364 +87%
TRCT
78
Tower Research Capital (TRC)
New York
$2.13M +$1.56M +28,538 +274%
CC
79
Claybrook Capital
Massachusetts
$2.09M +$2.09M +38,250 New
FFA
80
First Foundation Advisors
California
$1.9M +$403K +7,367 +27%
OC
81
Oppenheimer & Co
New York
$1.86M +$30.4K +557 +2%
MCM
82
Mengis Capital Management
Oregon
$1.8M +$96.7K +1,770 +6%
SFS
83
Sowell Financial Services
Arkansas
$1.77M +$304K +5,554 +21%
Jane Street
84
Jane Street
New York
$1.76M +$1.35M +24,658 +324%
US Bancorp
85
US Bancorp
Minnesota
$1.7M – – –
SRSA
86
S.R. Schill & Associates
Washington
$1.67M +$1.67M +30,599 New
GIA
87
Gladstone Institutional Advisory
Florida
$1.57M -$36K -658 -2%
CSPIA
88
Cary Street Partners Investment Advisory
Virginia
$1.55M +$629K +11,517 +69%
PAS
89
Partnervest Advisory Services
California
$1.52M -$43.8K -801 -3%
PPP
90
Private Portfolio Partners
New Jersey
$1.5M +$49.7K +909 +3%
APA
91
American Portfolios Advisors
New York
$1.43M +$129K +2,367 +10%
SAM
92
Summit Asset Management
Tennessee
$1.42M +$55.7K +1,020 +4%
SG
93
StoneX Group
New York
$1.41M +$157K +2,877 +12%
BFO
94
Boston Family Office
Massachusetts
$1.33M -$32.5K -595 -2%
AWA
95
Acorn Wealth Advisors
Michigan
$1.33M +$116K +2,119 +10%
FAAS
96
First Allied Advisory Services
California
$1.32M +$88.3K +1,615 +7%
LNC
97
Lincoln National Corp
Pennsylvania
$1.3M +$151K +2,761 +13%
CPC
98
Cookson Peirce & Co
Pennsylvania
$1.25M -$131K -2,404 -10%
AMC
99
Asset Management Corp
Illinois
$1.21M – – –
ACA
100
Ascension Capital Advisors
Texas
$1.19M +$31.8K +581 +3%
2 3
4
5 6

MOAT Hedge Fund Activity: Q3 2020 in Review

226 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar Wide Moat ETF (MOAT) for Q3 2020, worth a combined $1.47B — up 4.9% from $1.4B a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of MOAT and 20 opened new positions — a net loss of 2 holders — while 72 trimmed existing stakes and 79 added.

The largest buyer was WealthPLAN Partners, opening a new position worth an estimated $17.5M. The largest seller was Randolph Company, exiting entirely with an estimated $20M sold.

  • 226 institutional investors held VanEck Morningstar Wide Moat ETF (MOAT) as of Q3 2020, down from 229 in Q2 2020.
  • Funds reported $1.47B of VanEck Morningstar Wide Moat ETF stock for Q3 2020, up 4.9% quarter-over-quarter.
  • 20 funds opened new VanEck Morningstar Wide Moat ETF positions in Q3 2020 and 22 closed out, a net change of -2 holders.
  • The largest VanEck Morningstar Wide Moat ETF buyer in Q3 2020 was WealthPLAN Partners, an estimated $17.5M added.
  • The largest VanEck Morningstar Wide Moat ETF seller in Q3 2020 was Randolph Company, an estimated $20M sold.

Based on aggregated 13F filings for Q3 2020.