We are live on ! Find out more
MOAT icon

VanEck Morningstar Wide Moat ETF
MOAT

308 hedge funds and large institutions have $2.93B invested in VanEck Morningstar Wide Moat ETF in 2021 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 157 increasing their positions, 60 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

974% more call options, than puts

Call options by funds: $4.38M | Put options by funds: $408K

162% more repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 60

43% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 28

1% more funds holding

Funds holding: 304 → 308 (+4)

3% more capital invested

Capital invested by funds: $2.86B → $2.93B (+$76.7M)

0% more funds holding in top 10

Funds holding in top 10: 34 → 34 (0)

1.3% less ownership

Funds ownership: 45.74% → 44.44% (-1.3%)

Holders
308
Holders Change
+4
Holders Change %
+1.32%
% of All Funds
5.39%
Holding in Top 10
34
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.6%
New
40
Increased
157
Reduced
60
Closed
28
Calls
$4.38M
Puts
$408K
Net Calls
+$3.97M
Net Calls Change
+$4.01M

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$28M
2
Ameriprise
Ameriprise
Minnesota
+$14.9M
3
AIP
Almanack Investment Partners
Pennsylvania
+$14.6M
4
FFC
Fure Financial Corporation
Minnesota
+$13.6M
5
Osaic Holdings
Osaic Holdings
Arizona
+$13.4M

Top Sellers

Rank Fund Capital Flow
1
MCM
Mainstay Capital Management
Michigan
-$66.2M
2
PP
Prudential plc
United Kingdom
-$19.6M
3
BCI
Brinker Capital Investments
Pennsylvania
-$17.5M
4
Citigroup
Citigroup
New York
-$5.89M
5
WP
WealthPLAN Partners
Nebraska
-$4.09M
Name Holding Trade Value Shares
Change 		Change in
Stake
Baird Financial Group
101
Baird Financial Group
Wisconsin
$3.59M -$118K -1,572 -3%
AAS
102
Avantax Advisory Services
Texas
$3.45M +$374K +4,964 +12%
TRCT
103
Tower Research Capital (TRC)
New York
$3.44M +$3.51M +46,670 +12,786%
AWA
104
Acorn Wealth Advisors
Michigan
$3.43M +$58K +771 +2%
MCM
105
Mengis Capital Management
Oregon
$3.41M +$59.3K +788 +2%
LFF
106
Level Four Financial
Texas
$3.26M +$321K +4,258 +11%
SAM
107
Summit Asset Management
Tennessee
$3.15M +$293K +3,897 +10%
FFWM
108
Future Financial Wealth Management
Ohio
$3.13M – – –
CSPIA
109
Cary Street Partners Investment Advisory
Virginia
$3.12M +$126K +1,668 +4%
US Bancorp
110
US Bancorp
Minnesota
$3.08M -$2.09M -27,781 -40%
GM
111
GeoWealth Management
Illinois
$3.07M +$3.15M +41,889 New
GIA
112
Gladstone Institutional Advisory
Florida
$3.02M +$170K +2,256 +6%
CRWM
113
Castle Rock Wealth Management
California
$2.91M +$92.5K +1,229 +3%
Goldman Sachs
114
Goldman Sachs
New York
$2.88M +$610K +8,110 +26%
CAG
115
Csenge Advisory Group
Florida
$2.85M -$293K -3,896 -9%
LWP
116
Laurel Wealth Planning
Minnesota
$2.78M +$9.26K +123 +0.3%
APA
117
American Portfolios Advisors
New York
$2.76M +$194K +2,580 +7%
CC
118
Claybrook Capital
Massachusetts
$2.6M +$2.68M +35,550 New
CAL
119
Capital Analysts LLC
Pennsylvania
$2.57M +$302K +4,007 +13%
WA1
120
Wimmer Associates 1
California
$2.57M +$693K +9,205 +36%
BCI
121
Brinker Capital Investments
Pennsylvania
$2.52M -$17.5M -231,973 -87%
Rockefeller Capital Management
122
Rockefeller Capital Management
New York
$2.5M +$1.15M +15,333 +82%
SG
123
StoneX Group
New York
$2.26M +$134K +1,784 +6%
AMC
124
Asset Management Corp
Illinois
$2.25M +$426K +5,665 +23%
VWA
125
V Wealth Advisors
Kansas
$2.13M -$69.1K -918 -3%
3 4
5
6 7

MOAT Hedge Fund Activity: Q3 2021 in Review

308 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar Wide Moat ETF (MOAT) for Q3 2021, worth a combined $2.93B — up 2.7% from $2.86B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new MOAT positions and 28 closed out — a net gain of 12 holders — while 157 added to existing stakes and 60 trimmed.

The largest buyer was Bank of America, adding an estimated $28M. The largest seller was Mainstay Capital Management, exiting entirely with an estimated $66.2M sold.

  • 308 institutional investors held VanEck Morningstar Wide Moat ETF (MOAT) as of Q3 2021, up from 304 in Q2 2021.
  • Funds reported $2.93B of VanEck Morningstar Wide Moat ETF stock for Q3 2021, up 2.7% quarter-over-quarter.
  • 40 funds opened new VanEck Morningstar Wide Moat ETF positions in Q3 2021 and 28 closed out, a net change of +12 holders.
  • The largest VanEck Morningstar Wide Moat ETF buyer in Q3 2021 was Bank of America, an estimated $28M added.
  • The largest VanEck Morningstar Wide Moat ETF seller in Q3 2021 was Mainstay Capital Management, an estimated $66.2M sold.

Based on aggregated 13F filings for Q3 2021.