We are live on ! Find out more
MOAT icon

VanEck Morningstar Wide Moat ETF
MOAT

343 hedge funds and large institutions have $3B invested in VanEck Morningstar Wide Moat ETF in 2022 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 148 increasing their positions, 101 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 101

1.11% more ownership

Funds ownership: 49.42% → 50.53% (+1.1%)

0% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 39

1% less funds holding

Funds holding: 347 → 343 (-4)

8% less funds holding in top 10

Funds holding in top 10: 48 → 44 (-4)

13% less capital invested

Capital invested by funds: $3.44B → $3B (-$433M)

Holders
343
Holders Change
-4
Holders Change %
-1.15%
% of All Funds
5.78%
Holding in Top 10
44
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8.33%
% of All Funds
0.74%
New
39
Increased
148
Reduced
101
Closed
39
Calls
$773K
Puts
–
Net Calls
+$773K
Net Calls Change
+$1.11M

Top Buyers

Rank Fund Capital Flow
1
SFBLI
Southern Farm Bureau Life Insurance
Mississippi
+$27.8M
2
APCM
Alaska Permanent Capital Management
Alaska
+$24.9M
3
RJA
Raymond James & Associates
Florida
+$16.1M
4
AWA
Alaska Wealth Advisors
Alaska
+$11.4M
5
LPL Financial
LPL Financial
California
+$11M

Top Sellers

Rank Fund Capital Flow
1
GM
GeoWealth Management
Illinois
-$28.7M
2
AIP
Almanack Investment Partners
Pennsylvania
-$14.8M
3
Bank of America
Bank of America
North Carolina
-$14.2M
4
Morgan Stanley
Morgan Stanley
New York
-$11M
5
FSA
Financial Services Advisory
Maryland
-$9.03M
Name Holding Trade Value Shares
Change 		Change in
Stake
OPS
126
Orion Portfolio Solutions
Nebraska
$2.41M +$105K +1,534 +4%
US Bancorp
127
US Bancorp
Minnesota
$2.36M +$8.58K +125 +0.3%
CS
128
Credit Suisse
Switzerland
$2.33M +$245K +3,565 +11%
SMC
129
Smith, Moore & Co
Missouri
$2.32M +$876K +12,764 +54%
RCAG
130
Rehmann Capital Advisory Group
Michigan
$2.25M -$104K -1,515 -4%
CC
131
Claybrook Capital
Massachusetts
$2.25M -$17.2K -250 -0.7%
WKSWA
132
White Knight Strategic Wealth Advisors
New Jersey
$2.25M +$87.4K +1,273 +4%
BFWA
133
Benchmark Financial Wealth Advisors
Florida
$2.24M +$2.41M +35,154 New
LWM
134
Lionsbridge Wealth Management
Florida
$2.23M -$6.38M -92,996 -73%
AMC
135
Asset Management Corp
Illinois
$2.23M +$211K +3,080 +10%
SG
136
StoneX Group
New York
$2.2M +$177K +2,576 +8%
TFS
137
Thoroughbred Financial Services
Tennessee
$2.19M +$312K +4,539 +15%
FAIM
138
Financial Advocates Investment Management
Washington
$2.17M -$2.81M -40,949 -55%
TB
139
Treynor Bancshares
Iowa
$2.16M -$6.86K -100 -0.3%
RF
140
Resolute Financial
Massachusetts
$2.13M +$67.4K +982 +3%
BAM
141
Belpointe Asset Management
Nevada
$2.08M +$355K +5,178 +19%
JMPWA
142
JP Morgan Private Wealth Advisors
California
$2.05M +$737K +10,735 +50%
FTUS
143
Flow Traders U.S.
New York
$2.03M +$2.19M +31,896 New
TCM
144
Triumph Capital Management
Colorado
$1.98M -$1.57M -22,864 -42%
CPC
145
Cookson Peirce & Co
Pennsylvania
$1.98M +$177K +2,574 +9%
SWP
146
Stratos Wealth Partners
Ohio
$1.92M +$1.53M +22,314 +285%
AWM
147
AE Wealth Management
Kansas
$1.9M -$677K -9,865 -25%
PPP
148
Private Portfolio Partners
New Jersey
$1.89M +$14.3K +209 +0.7%
CA
149
Cornerstone Advisory
Maryland
$1.87M -$59.8K -872 -3%
PFA
150
Plotkin Financial Advisors
Maryland
$1.86M +$344K +5,009 +21%
4 5
6
7 8

MOAT Hedge Fund Activity: Q2 2022 in Review

343 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar Wide Moat ETF (MOAT) for Q2 2022, worth a combined $3B — down 13% from $3.44B a quarter earlier.

Fund positioning in MOAT was balanced in Q2 2022: 39 funds opened new positions, 39 closed out, 148 added to existing stakes and 101 trimmed.

The largest buyer was Southern Farm Bureau Life Insurance, opening a new position worth an estimated $27.8M. The largest seller was GeoWealth Management, exiting entirely with an estimated $28.7M sold.

  • 343 institutional investors held VanEck Morningstar Wide Moat ETF (MOAT) as of Q2 2022, down from 347 in Q1 2022.
  • Funds reported $3B of VanEck Morningstar Wide Moat ETF stock for Q2 2022, down 13% quarter-over-quarter.
  • 39 funds opened new VanEck Morningstar Wide Moat ETF positions in Q2 2022 and 39 closed out, a net change of 0 holders.
  • The largest VanEck Morningstar Wide Moat ETF buyer in Q2 2022 was Southern Farm Bureau Life Insurance, an estimated $27.8M added.
  • The largest VanEck Morningstar Wide Moat ETF seller in Q2 2022 was GeoWealth Management, an estimated $28.7M sold.

Based on aggregated 13F filings for Q2 2022.