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VanEck Morningstar Wide Moat ETF
MOAT

229 hedge funds and large institutions have $1.4B invested in VanEck Morningstar Wide Moat ETF in 2020 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 85 increasing their positions, 67 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

841% more call options, than puts

Call options by funds: $2.06M | Put options by funds: $219K

86% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 22

35% more capital invested

Capital invested by funds: $1.04B → $1.4B (+$363M)

27% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 67

21% more funds holding in top 10

Funds holding in top 10: 14 → 17 (+3)

8% more funds holding

Funds holding: 212 → 229 (+17)

1.67% more ownership

Funds ownership: 40.81% → 42.48% (+1.7%)

Holders
229
Holders Change
+17
Holders Change %
+8.02%
% of All Funds
4.7%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.35%
New
41
Increased
85
Reduced
67
Closed
22
Calls
$2.06M
Puts
$219K
Net Calls
+$1.84M
Net Calls Change
+$1.84M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$91.3M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$40.4M
3
RJA
Raymond James & Associates
Florida
+$14.4M
4
FSA
Financial Services Advisory
Maryland
+$12.5M
5
Morgan Stanley
Morgan Stanley
New York
+$11.6M

Top Sellers

1
FIG
FundX Investment Group
California
-$26.4M
2
SWA
SFMG Wealth Advisors
Texas
-$26.1M
3
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$7.26M
4
JFA
JNBA Financial Advisors
Minnesota
-$6.24M
5
BCM
Brookstone Capital Management
Illinois
-$5.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAPTRUST Financial Advisors
126
CAPTRUST Financial Advisors
North Carolina
$629K -$2.47M -49,603 -81%
WS
127
Wedbush Securities
California
$617K -$395K -7,929 -40%
FFN
128
Focus Financial Network
Minnesota
$607K +$5.38K +108 +0.9%
OSNBOA
129
Old Second National Bank of Aurora
Illinois
$585K – – –
IAN
130
Integrated Advisors Network
Texas
$585K +$558K +11,199 New
GC
131
Gilbert & Cook
Iowa
$580K -$45.4K -911 -8%
CPIA
132
Cornell Pochily Investment Advisors
New York
$575K +$23.9K +479 +5%
CF
133
Centaurus Financial
California
$556K +$20K +402 +4%
CAL
134
Capital Analysts LLC
Pennsylvania
$550K +$524K +10,522 New
EH
135
Equitable Holdings
New York
$549K – – –
TRCT
136
Tower Research Capital (TRC)
New York
$544K +$519K +10,418 New
BAM
137
Belpointe Asset Management
Nevada
$529K +$51.9K +1,042 +11%
Janney Montgomery Scott
138
Janney Montgomery Scott
Pennsylvania
$522K -$50.4K -1,013 -9%
WI
139
Wintrust Investments
Illinois
$517K – – –
BWM
140
BCS Wealth Management
Tennessee
$504K +$246K +4,942 +105%
SC
141
Soundwatch Capital
Connecticut
$477K +$455K +9,140 New
TA
142
TCG Advisors
Texas
$460K +$438K +8,804 New
Millennium Management
143
Millennium Management
New York
$442K +$422K +8,469 New
Creative Planning
144
Creative Planning
Kansas
$418K -$503K -10,101 -56%
AWM
145
AE Wealth Management
Kansas
$412K +$50.1K +1,006 +15%
Comerica Bank
146
Comerica Bank
Texas
$404K – – –
Jane Street
147
Jane Street
New York
$397K +$378K +7,600 New
GAG
148
GM Advisory Group
New York
$390K +$37.9K +762 +11%
Susquehanna International Group
149
Susquehanna International Group
Pennsylvania
$376K +$358K +7,193 New
NA
150
NewEdge Advisors
Louisiana
$368K +$3.73K +75 +1%
4 5
6
7 8

MOAT Hedge Fund Activity: Q2 2020 in Review

229 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar Wide Moat ETF (MOAT) for Q2 2020, worth a combined $1.4B — up 35% from $1.04B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new MOAT positions and 22 closed out — a net gain of 19 holders — while 85 added to existing stakes and 67 trimmed.

The largest buyer was Bank of America, adding an estimated $91.3M. The largest seller was FundX Investment Group, exiting entirely with an estimated $26.4M sold.

  • 229 institutional investors held VanEck Morningstar Wide Moat ETF (MOAT) as of Q2 2020, up from 212 in Q1 2020.
  • Funds reported $1.4B of VanEck Morningstar Wide Moat ETF stock for Q2 2020, up 35% quarter-over-quarter.
  • 41 funds opened new VanEck Morningstar Wide Moat ETF positions in Q2 2020 and 22 closed out, a net change of +19 holders.
  • The largest VanEck Morningstar Wide Moat ETF buyer in Q2 2020 was Bank of America, an estimated $91.3M added.
  • The largest VanEck Morningstar Wide Moat ETF seller in Q2 2020 was FundX Investment Group, an estimated $26.4M sold.

Based on aggregated 13F filings for Q2 2020.