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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
BJL
151
Brighton Jones LLC
Washington
$358K +$25K +502 +8%
SFSIG
152
San Francisco Sentry Investment Group
California
$326K +$70.5K +1,415 +29%
Rockefeller Capital Management
153
Rockefeller Capital Management
New York
$319K +$304K +6,100 New
IWC
154
Integrated Wealth Concepts
Massachusetts
$316K -$10.9K -219 -3%
AWA
155
Arete Wealth Advisors
Illinois
$315K +$300K +6,027 New
CIBC World Market
156
CIBC World Market
Ontario, Canada
$306K -$168K -3,366 -36%
AGA
157
Accuvest Global Advisors
Utah
$302K – – –
BUB
158
BBVA USA Bancshares
Texas
$297K -$73.3K -1,471 -21%
SS
159
Simplicity Solutions
Minnesota
$287K +$274K +5,501 New
GRP
160
Global Retirement Partners
California
$282K – – –
FWM
161
Fairhaven Wealth Management
Illinois
$265K +$3.83K +77 +2%
NAS
162
Nicolet Advisory Services
Wisconsin
$265K +$252K +5,069 New
UCFA
163
United Capital Financial Advisors
Texas
$264K -$65.6K -1,318 -21%
DL
164
DOHJ LLC
Washington
$259K -$84.9K -1,705 -26%
PIA
165
Perennial Investment Advisors
California
$248K +$6.22K +125 +3%
AA
166
Ancora Advisors
Ohio
$246K – – –
WF
167
Welch & Forbes
Massachusetts
$244K – – –
BRWA
168
B. Riley Wealth Advisors
Florida
$242K -$34.2K -686 -13%
SBIA
169
Sheaff Brock Investment Advisors
Indiana
$228K +$218K +4,370 New
BCM
170
Beck Capital Management
Texas
$218K +$208K +4,178 New
SS
171
Sunbelt Securities
Texas
$216K -$76.7K -1,540 -27%
RJT
172
Raymond James Trust
Florida
$212K +$202K +4,063 New
PWM
173
Perigon Wealth Management
California
$210K +$200K +4,024 New
MAS
174
Madden Advisory Services
Florida
$205K -$38.6K -776 -16%
WCG
175
Weaver Consulting Group
California
$204K -$37.1K -746 -16%
5 6
7
8 9

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.