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VanEck Morningstar Wide Moat ETF

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: 6783 (+16)

14% more funds holding

Funds holding: 458520 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
IA
101
Inspire Advisors
Idaho
$9.51M +$5.84M +73,401 +141%
Aberdeen Group
102
Aberdeen Group
United Kingdom
$9.51M +$1.68M +21,139 +20%
OBWG
103
Onyx Bridge Wealth Group
New York
$9.43M +$1.01M +12,745 +11%
WAP
104
Wealthcare Advisory Partners
Pennsylvania
$9.33M +$5.56M +69,805 +131%
BAWC
105
Boyce & Associates Wealth Consulting
Texas
$9.19M +$1.98M +24,875 +26%
PSCM
106
Per Stirling Capital Management
Texas
$9.14M -$804K -10,101 -8%
KSWA
107
Kathleen S. Wright Associates
Pennsylvania
$8.8M +$1.07M +13,395 +13%
SEEDPG
108
S.E.E.D. Planning Group
New York
$8.37M -$2.14M -26,832 -20%
Corient Private Wealth
109
Corient Private Wealth
Florida
$8.27M +$591K +7,418 +7%
JP Morgan Chase
110
JP Morgan Chase
New York
$8.09M +$780K +9,796 +10%
Baird Financial Group
111
Baird Financial Group
Wisconsin
$8.08M +$495K +6,220 +6%
ACS
112
Archford Capital Strategies
Illinois
$8.03M -$99.3K -1,247 -1%
Creative Planning
113
Creative Planning
Kansas
$7.95M -$2.18M -27,430 -21%
PAMG
114
Patton Albertson Miller Group
Tennessee
$7.93M +$3.38M +42,440 +68%
TFS
115
Thoroughbred Financial Services
Tennessee
$7.91M +$1.44M +18,027 +21%
AWS
116
Atria Wealth Solutions
New York
$7.76M +$2.55M +32,053 +46%
IFG
117
Independent Financial Group
California
$7.74M +$1.43M +17,977 +21%
EH
118
Equitable Holdings
New York
$7.73M +$2.61M +32,812 +48%
DP
119
Denver PWM
Colorado
$7.68M +$818K +10,277 +11%
OC
120
Oppenheimer & Co
New York
$7.62M +$909K +11,420 +13%
AAS
121
Avantax Advisory Services
Texas
$7.58M +$2.85M +35,741 +56%
LWP
122
Laurel Wealth Planning
Minnesota
$7.44M +$778K +9,769 +11%
DFA
123
DHK Financial Advisors
New Hampshire
$7.06M
CA
124
Cornerstone Advisory
Maryland
$6.98M +$1.92M +24,062 +35%
AWM
125
Aspire Wealth Management
Massachusetts
$6.87M +$356K +4,474 +5%

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.