We are live on ! Find out more
MOAT icon

VanEck Morningstar Wide Moat ETF

351 hedge funds and large institutions have $2.91B invested in VanEck Morningstar Wide Moat ETF in 2022 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 152 increasing their positions, 108 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 24

41% more repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 108

2% more funds holding

Funds holding: 343351 (+8)

1.67% more ownership

Funds ownership: 50.53%52.2% (+1.7%)

3% less capital invested

Capital invested by funds: $3B → $2.91B (-$91.2M)

2% less funds holding in top 10

Funds holding in top 10: 4443 (-1)

Holders
351
Holders Change
+8
Holders Change %
+2.33%
% of All Funds
6.05%
Holding in Top 10
43
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.27%
% of All Funds
0.74%
New
34
Increased
152
Reduced
108
Closed
24
Calls
$243K
Puts
Net Calls
+$243K
Net Calls Change
-$530K
Name Holding Trade Value Shares
Change
Change in
Stake
APA
126
American Portfolios Advisors
New York
$2.34M -$376K -5,595 -13%
AFM
127
Andesa Financial Management
Pennsylvania
$2.29M +$1.15M +17,070 +81%
BFWA
128
Benchmark Financial Wealth Advisors
Florida
$2.26M +$165K +2,456 +7%
IWM
129
IHT Wealth Management
Illinois
$2.23M -$50.5K -751 -2%
CAG
130
Csenge Advisory Group
Florida
$2.22M -$190K -2,830 -7%
OPS
131
Orion Portfolio Solutions
Nebraska
$2.21M -$70.8K -1,053 -3%
RCAG
132
Rehmann Capital Advisory Group
Michigan
$2.19M +$76.9K +1,143 +3%
WKSWA
133
White Knight Strategic Wealth Advisors
New Jersey
$2.14M +$31.2K +464 +1%
JJBC
134
James J. Burns & Company
New York
$2.12M +$2.38M +35,406 New
CC
135
Claybrook Capital
Massachusetts
$2.12M
SG
136
StoneX Group
New York
$2.11M +$36.4K +541 +2%
TCM
137
Triumph Capital Management
Colorado
$2.08M +$236K +3,517 +11%
Nomura Asset Management
138
Nomura Asset Management
Japan
$2.07M +$2.32M +34,455 New
BAM
139
Belpointe Asset Management
Nevada
$2.05M +$106K +1,583 +5%
TB
140
Treynor Bancshares
Iowa
$2.05M +$22.1K +329 +1%
IAN
141
Integrated Advisors Network
Texas
$2.04M +$427K +6,357 +23%
SMC
142
Smith, Moore & Co
Missouri
$2M -$201K -2,988 -8%
PFA
143
Plotkin Financial Advisors
Maryland
$1.99M +$266K +3,960 +14%
RF
144
Resolute Financial
Massachusetts
$1.97M -$38.1K -566 -2%
CPC
145
Cookson Peirce & Co
Pennsylvania
$1.95M +$99.6K +1,481 +5%
TRCT
146
Tower Research Capital (TRC)
New York
$1.82M +$1.04M +15,501 +104%
LNC
147
Lincoln National Corp
Pennsylvania
$1.77M +$438K +6,519 +28%
JMPWA
148
JP Morgan Private Wealth Advisors
California
$1.74M -$215K -3,199 -10%
YIH
149
Y-Intercept (HK)
Hong Kong
$1.71M +$1.92M +28,571 New
PPP
150
Private Portfolio Partners
New Jersey
$1.71M -$83K -1,235 -4%

MOAT Hedge Fund Activity: Q3 2022 in Review

351 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar Wide Moat ETF (MOAT) for Q3 2022, worth a combined $2.91B — down 3% from $3B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new MOAT positions and 24 closed out — a net gain of 10 holders — while 152 added to existing stakes and 108 trimmed.

The largest buyer was Prudential plc, adding an estimated $35M. The largest seller was Alaska Permanent Capital Management, cutting an estimated $23.9M.

  • 351 institutional investors held VanEck Morningstar Wide Moat ETF (MOAT) as of Q3 2022, up from 343 in Q2 2022.
  • Funds reported $2.91B of VanEck Morningstar Wide Moat ETF stock for Q3 2022, down 3% quarter-over-quarter.
  • 34 funds opened new VanEck Morningstar Wide Moat ETF positions in Q3 2022 and 24 closed out, a net change of +10 holders.
  • The largest VanEck Morningstar Wide Moat ETF buyer in Q3 2022 was Prudential plc, an estimated $35M added.
  • The largest VanEck Morningstar Wide Moat ETF seller in Q3 2022 was Alaska Permanent Capital Management, an estimated $23.9M sold.

Based on aggregated 13F filings for Q3 2022.