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VanEck Morningstar Wide Moat ETF
MOAT

458 hedge funds and large institutions have $5.29B invested in VanEck Morningstar Wide Moat ETF in 2023 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 208 increasing their positions, 95 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

531% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 16

438% more call options, than puts

Call options by funds: $14.4M | Put options by funds: $2.68M

119% more repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 95

38% more capital invested

Capital invested by funds: $3.82B → $5.29B (+$1.47B)

22% more funds holding in top 10

Funds holding in top 10: 55 → 67 (+12)

21% more funds holding

Funds holding: 379 → 458 (+79)

5.48% more ownership

Funds ownership: 52.34% → 57.82% (+5.5%)

Holders
458
Holders Change
+79
Holders Change %
+20.84%
% of All Funds
7.19%
Holding in Top 10
67
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+21.82%
% of All Funds
1.05%
New
101
Increased
208
Reduced
95
Closed
16
Calls
$14.4M
Puts
$2.68M
Net Calls
+$11.8M
Net Calls Change
-$73M

Top Buyers

1
SC
Soundwatch Capital
Connecticut
+$203M
2
LPL Financial
LPL Financial
California
+$96.2M
3
EWA
EP Wealth Advisors
California
+$78.6M
4
Bank of America
Bank of America
North Carolina
+$74.2M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$73.9M

Top Sellers

1
AWM
Activest Wealth Management
Florida
-$14.7M
2
PP
Prudential plc
United Kingdom
-$12.7M
3
OIA
OneDigital Investment Advisors
Kansas
-$9.57M
4
CWM
Cornerstone Wealth Management
Missouri
-$3.82M
5
WP
WealthPLAN Partners
Nebraska
-$2.24M
Name Holding Trade Value Shares
Change 		Change in
Stake
KSWA
101
Kathleen S. Wright Associates
Pennsylvania
$8.19M +$663K +8,806 +9%
PFA
102
Peak Financial Advisors
Colorado
$8.12M +$3.36M +44,704 +78%
Corient Private Wealth
103
Corient Private Wealth
Florida
$8.11M +$913K +12,128 +14%
Baird Financial Group
104
Baird Financial Group
Wisconsin
$8.01M +$4.21M +55,985 +126%
GAG
105
Goodman Advisory Group
Massachusetts
$7.98M +$7.53M +100,028 New
WWM
106
WJ Wealth Management
Arizona
$7.88M +$7.43M +98,761 New
PFS
107
Prospera Financial Services
Texas
$7.87M +$521K +6,916 +8%
JP Morgan Chase
108
JP Morgan Chase
New York
$7.73M +$344K +4,564 +5%
BAWC
109
Boyce & Associates Wealth Consulting
Texas
$7.68M +$2.49M +33,128 +52%
DFA
110
DHK Financial Advisors
New Hampshire
$7.43M +$5.2M +69,120 +288%
DP
111
Denver PWM
Colorado
$7.32M +$42.5K +564 +0.6%
LAM
112
Lifestyle Asset Management
Texas
$7.23M +$6.82M +90,596 New
OC
113
Oppenheimer & Co
New York
$7.11M -$145K -1,933 -2%
LWP
114
Laurel Wealth Planning
Minnesota
$7.05M +$410K +5,451 +7%
TFS
115
Thoroughbred Financial Services
Tennessee
$6.89M +$2.24M +29,800 +53%
AWM
116
Aspire Wealth Management
Massachusetts
$6.87M +$3.74M +49,725 +137%
GVAG
117
Great Valley Advisor Group
Delaware
$6.83M +$968K +12,866 +18%
GFG
118
Goldstone Financial Group
Illinois
$6.8M +$735K +9,768 +13%
IFG
119
Independent Financial Group
California
$6.71M +$698K +9,277 +12%
FS
120
Ferguson Shapiro
Georgia
$6.69M -$220K -2,918 -3%
CJFS
121
Coulter & Justus Financial Services
Tennessee
$6.45M -$154K -2,042 -2%
NEPWA
122
New England Private Wealth Advisors
Massachusetts
$6.24M +$5.88M +78,175 New
Mercer Global Advisors
123
Mercer Global Advisors
Colorado
$6.23M +$5.47M +72,734 +1,361%
Kovitz Investment Group Partners
124
Kovitz Investment Group Partners
Illinois
$6.17M +$5.82M +77,350 New
NAM
125
NorthCrest Asset Manangement
Minnesota
$6.12M -$71.3K -947 -1%
3 4
5
6 7

MOAT Hedge Fund Activity: Q2 2023 in Review

458 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar Wide Moat ETF (MOAT) for Q2 2023, worth a combined $5.29B — up 38% from $3.82B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new MOAT positions and 16 closed out — a net gain of 85 holders — while 208 added to existing stakes and 95 trimmed.

The largest buyer was Soundwatch Capital, adding an estimated $203M. The largest seller was Activest Wealth Management, exiting entirely with an estimated $14.7M sold.

  • 458 institutional investors held VanEck Morningstar Wide Moat ETF (MOAT) as of Q2 2023, up from 379 in Q1 2023.
  • Funds reported $5.29B of VanEck Morningstar Wide Moat ETF stock for Q2 2023, up 38% quarter-over-quarter.
  • 101 funds opened new VanEck Morningstar Wide Moat ETF positions in Q2 2023 and 16 closed out, a net change of +85 holders.
  • The largest VanEck Morningstar Wide Moat ETF buyer in Q2 2023 was Soundwatch Capital, an estimated $203M added.
  • The largest VanEck Morningstar Wide Moat ETF seller in Q2 2023 was Activest Wealth Management, an estimated $14.7M sold.

Based on aggregated 13F filings for Q2 2023.