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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
EBSAM
126
Eubel Brady & Suttman Asset Management
Ohio
$5.95M -$6.77K -90 -0.1%
JJBC
127
James J. Burns & Company
New York
$5.91M +$459K +6,092 +9%
FA
128
Fermata Advisors
California
$5.61M +$2.75M +36,536 +108%
AWS
129
Atria Wealth Solutions
New York
$5.6M +$1.63M +21,712 +45%
Renaissance Technologies
130
Renaissance Technologies
New York
$5.6M +$4.92M +65,400 +1,363%
EH
131
Equitable Holdings
New York
$5.51M +$3.04M +40,348 +141%
PWP
132
Pursue Wealth Partners
California
$5.47M +$223K +2,961 +5%
Citigroup
133
Citigroup
New York
$5.46M +$1.81M +24,045 +54%
PM
134
Parametrica Management
Hong Kong
$5.45M +$5.14M +68,323 New
CA
135
Cornerstone Advisory
Maryland
$5.43M -$14.6K -194 -0.3%
FH
136
FWG Holdings
Florida
$5.4M +$360K +4,789 +8%
SIM
137
Seaview Investment Managers
Florida
$5.21M +$897K +11,921 +22%
FPGK
138
Financial Partners Group (Kansas)
Kansas
$5.17M +$415K +5,520 +9%
AAS
139
Avantax Advisory Services
Texas
$5.12M +$138K +1,840 +3%
WA1
140
Wimmer Associates 1
California
$5.1M +$27.1K +360 +0.6%
PFA
141
Plotkin Financial Advisors
Maryland
$5.06M +$1.67M +22,211 +54%
JWM
142
Jackson Wealth Management
Florida
$5.02M +$4.74M +62,965 New
JMPWA
143
JP Morgan Private Wealth Advisors
California
$4.97M -$73.4K -975 -2%
PAMG
144
Patton Albertson Miller Group
Tennessee
$4.96M +$4.68M +62,121 New
ACM
145
Avalon Capital Management
California
$4.94M +$973K +12,921 +26%
AC
146
AlphaCore Capital
California
$4.92M +$4.64M +61,656 New
RIA
147
Realta Investment Advisors
Delaware
$4.89M +$80.5K +1,070 +2%
Rockefeller Capital Management
148
Rockefeller Capital Management
New York
$4.86M +$677K +8,990 +17%
BRWA
149
B. Riley Wealth Advisors
Florida
$4.81M +$87.8K +1,166 +2%
TP
150
Tranquility Partners
Tennessee
$4.81M +$668K +8,879 +17%
4 5
6
7 8

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.