We are live on ! Find out more
MOAT icon

VanEck Morningstar Wide Moat ETF
MOAT

256 hedge funds and large institutions have $1.85B invested in VanEck Morningstar Wide Moat ETF in 2020 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 97 increasing their positions, 72 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

520% more call options, than puts

Call options by funds: $2.73M | Put options by funds: $440K

213% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 16

35% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 72

26% more funds holding in top 10

Funds holding in top 10: 19 → 24 (+5)

25% more capital invested

Capital invested by funds: $1.47B → $1.85B (+$374M)

13% more funds holding

Funds holding: 226 → 256 (+30)

1.78% more ownership

Funds ownership: 43.39% → 45.17% (+1.8%)

Holders
256
Holders Change
+30
Holders Change %
+13.27%
% of All Funds
4.53%
Holding in Top 10
24
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+26.32%
% of All Funds
0.42%
New
50
Increased
97
Reduced
72
Closed
16
Calls
$2.73M
Puts
$440K
Net Calls
+$2.29M
Net Calls Change
+$426K

Top Buyers

Rank Fund Capital Flow
1
OIA
OneDigital Investment Advisors
Kansas
+$19.6M
2
Ameriprise
Ameriprise
Minnesota
+$17.1M
3
FSA
Financial Services Advisory
Maryland
+$14.1M
4
Bank of America
Bank of America
North Carolina
+$9.97M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$9.29M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$8.64M
2
KA
Kovack Advisors
Florida
-$6.92M
3
CWG
Cornerstone Wealth Group
North Carolina
-$5.42M
4
Truist Financial
Truist Financial
North Carolina
-$5.1M
5
HighTower Advisors
HighTower Advisors
Illinois
-$3.68M
Name Holding Trade Value Shares
Change 		Change in
Stake
TP
76
Tranquility Partners
Tennessee
$2.94M +$113K +1,916 +4%
HCIA
77
Hochman Cole Investment Advisors
Illinois
$2.92M +$62.7K +1,065 +2%
Goldman Sachs
78
Goldman Sachs
New York
$2.9M -$8.64M -146,688 -76%
Baird Financial Group
79
Baird Financial Group
Wisconsin
$2.7M -$538K -9,140 -17%
FAIM
80
Financial Advocates Investment Management
Washington
$2.7M +$2.57M +43,636 New
AAS
81
Avantax Advisory Services
Texas
$2.68M +$213K +3,620 +9%
SRSA
82
S.R. Schill & Associates
Washington
$2.67M +$734K +12,457 +41%
CSPIA
83
Cary Street Partners Investment Advisory
Virginia
$2.56M +$769K +13,047 +46%
SFS
84
Sowell Financial Services
Arkansas
$2.56M +$514K +8,726 +27%
LWP
85
Laurel Wealth Planning
Minnesota
$2.51M +$2.38M +40,452 New
QA
86
Quantitative Advantage
Minnesota
$2.4M +$2.28M +38,710 New
CC
87
Claybrook Capital
Massachusetts
$2.37M – – –
MCM
88
Mengis Capital Management
Oregon
$2.33M +$278K +4,715 +14%
Susquehanna International Group
89
Susquehanna International Group
Pennsylvania
$2.3M +$1.06M +18,020 +94%
AWA
90
Acorn Wealth Advisors
Michigan
$2.15M +$608K +10,320 +42%
OC
91
Oppenheimer & Co
New York
$2.13M +$13K +221 +0.6%
GIA
92
Gladstone Institutional Advisory
Florida
$1.98M +$189K +3,214 +11%
US Bancorp
93
US Bancorp
Minnesota
$1.93M – – –
AWM
94
AE Wealth Management
Kansas
$1.93M +$1.36M +23,158 +293%
LFF
95
Level Four Financial
Texas
$1.91M +$1.81M +30,740 New
IFG
96
Independent Financial Group
California
$1.88M +$1.79M +30,394 New
SS
97
Simplicity Solutions
Minnesota
$1.86M +$1.39M +23,525 +361%
FC
98
Ferris Capital
Massachusetts
$1.78M +$1.7M +28,785 New
SAM
99
Summit Asset Management
Tennessee
$1.75M +$133K +2,265 +9%
APA
100
American Portfolios Advisors
New York
$1.74M +$119K +2,022 +8%
2 3
4
5 6

MOAT Hedge Fund Activity: Q4 2020 in Review

256 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar Wide Moat ETF (MOAT) for Q4 2020, worth a combined $1.85B — up 25% from $1.47B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new MOAT positions and 16 closed out — a net gain of 34 holders — while 97 added to existing stakes and 72 trimmed.

The largest buyer was OneDigital Investment Advisors, adding an estimated $19.6M. The largest seller was Goldman Sachs, cutting an estimated $8.64M.

  • 256 institutional investors held VanEck Morningstar Wide Moat ETF (MOAT) as of Q4 2020, up from 226 in Q3 2020.
  • Funds reported $1.85B of VanEck Morningstar Wide Moat ETF stock for Q4 2020, up 25% quarter-over-quarter.
  • 50 funds opened new VanEck Morningstar Wide Moat ETF positions in Q4 2020 and 16 closed out, a net change of +34 holders.
  • The largest VanEck Morningstar Wide Moat ETF buyer in Q4 2020 was OneDigital Investment Advisors, an estimated $19.6M added.
  • The largest VanEck Morningstar Wide Moat ETF seller in Q4 2020 was Goldman Sachs, an estimated $8.64M sold.

Based on aggregated 13F filings for Q4 2020.