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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.

New
Increased
Maintained
Reduced
Closed

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%)

Holders
520
Holders Change
+62
Holders Change %
+13.54%
% of All Funds
8.25%
Holding in Top 10
83
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+23.88%
% of All Funds
1.32%
New
94
Increased
256
Reduced
109
Closed
26
Calls
$1.8M
Puts
$910K
Net Calls
+$887K
Net Calls Change
-$10.9M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$90.8M
2
Bank of America
Bank of America
North Carolina
+$79.4M
3
Osaic Holdings
Osaic Holdings
Arizona
+$52.2M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$50.6M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$47.9M

Top Sellers

1
SC
Soundwatch Capital
Connecticut
-$215M
2
EWA
EP Wealth Advisors
California
-$85M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$76.2M
4
PP
Prudential plc
United Kingdom
-$56.2M
5
BFS
Bard Financial Services
Connecticut
-$28.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
NEPWA
76
New England Private Wealth Advisors
Massachusetts
$13.2M +$7.58M +95,223 +122%
Janney Montgomery Scott
77
Janney Montgomery Scott
Pennsylvania
$13.1M +$797K +10,014 +6%
DAS
78
Dynamic Advisor Solutions
Arizona
$12.8M +$468K +5,874 +4%
DC
79
Davenport & Co
Virginia
$12.3M +$241K +3,026 +2%
NA
80
NewEdge Advisors
Louisiana
$12.2M +$2.14M +26,916 +20%
DC
81
Darrow Company
Massachusetts
$12.1M -$661K -8,299 -5%
BFA
82
Buttonwood Financial Advisors
Maryland
$12M +$1.29M +16,237 +11%
SPIA
83
Steward Partners Investment Advisory
New York
$11.9M +$991K +12,447 +9%
IA
84
IFP Advisors
Florida
$11.7M +$926K +11,631 +8%
AF
85
Allworth Financial
California
$11.6M -$451K -5,668 -4%
EFG
86
Ethos Financial Group
Pennsylvania
$11.2M +$8.04M +100,915 +218%
PFS
87
Prospera Financial Services
Texas
$11.1M +$3.8M +47,756 +48%
HCA
88
Heck Capital Advisors
Wisconsin
$10.9M -$295K -3,699 -3%
Citigroup
89
Citigroup
New York
$10.7M +$5.82M +73,113 +107%
Mariner
90
Mariner
Kansas
$10.6M +$278K +3,487 +3%
ES
91
Eagle Strategies
New York
$10.6M +$349K +4,386 +3%
ZIG
92
Zurich Insurance Group
Switzerland
$10.6M – – –
BCI
93
Brinker Capital Investments
Pennsylvania
$10.5M -$445K -5,586 -4%
OPS
94
Orion Portfolio Solutions
Nebraska
$10.5M -$445K -5,586 -4%
AA
95
Apriem Advisors
California
$10.5M +$158K +1,978 +1%
UFA
96
US Financial Advisors
Massachusetts
$10.5M +$385K +4,836 +4%
AIP
97
Almanack Investment Partners
Pennsylvania
$9.96M +$8.74M +109,817 +509%
OAJ
98
Ogorek Anthony Joseph
New York
$9.79M +$10.3M +129,155 New
WWM
99
WJ Wealth Management
Arizona
$9.74M +$2.36M +29,620 +30%
AOG
100
Alpha Omega Group
Virginia
$9.67M +$33.4K +419 +0.3%
2 3
4
5 6

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.