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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
WIM
151
WealthPlan Investment Management
Nebraska
$4.6M -$2.2M -29,168 -34%
CW
152
Connectus Wealth
Ohio
$4.43M -$222K -2,956 -5%
LWM
153
Lionsbridge Wealth Management
Florida
$4.38M +$1.43M +18,997 +53%
WWM
154
Western Wealth Management
Colorado
$4.3M +$457K +6,075 +13%
WAP
155
Wealthcare Advisory Partners
Pennsylvania
$4.25M +$180K +2,398 +5%
AWA
156
Acorn Wealth Advisors
Michigan
$4.2M -$12.7K -169 -0.3%
KDA
157
Kraft Davis & Associates
Missouri
$4.2M +$3.94M +52,341 New
IA
158
Inspire Advisors
Idaho
$4.15M +$3.91M +51,979 New
SPA
159
Sentinel Pension Advisors
Massachusetts
$4.12M -$8.05K -107 -0.2%
CWG
160
Cornerstone Wealth Group
North Carolina
$4.02M -$8.43K -112 -0.2%
MCM
161
Mengis Capital Management
Oregon
$4.01M -$117K -1,556 -3%
IA
162
IAM Advisory
Pennsylvania
$3.85M +$3.63M +48,248 New
SFG
163
Snider Financial Group
Washington
$3.83M -$20.1K -267 -0.6%
BCM
164
BlueCrest Capital Management
Jersey
$3.82M +$2.71M +36,002 +304%
RF
165
Rollins Financial
Georgia
$3.82M -$183K -2,430 -5%
IF
166
IRON Financial
Illinois
$3.77M -$35.5K -471 -1%
BPA
167
Beacon Pointe Advisors
California
$3.74M -$134K -1,780 -4%
PFT
168
Providence First Trust
Arizona
$3.66M +$3.45M +45,845 New
HI
169
Harbour Investments
Wisconsin
$3.65M +$2.91M +38,604 +543%
CSPIA
170
Cary Street Partners Investment Advisory
Virginia
$3.53M +$142K +1,891 +4%
YIA
171
YHB Investment Advisors
Connecticut
$3.43M +$1.9M +25,188 +141%
EFG
172
Ethos Financial Group
Pennsylvania
$3.41M – – –
Cetera Investment Advisers
173
Cetera Investment Advisers
Illinois
$3.37M +$1.05M +13,938 +49%
Lido Advisors
174
Lido Advisors
California
$3.3M +$2.43M +32,295 +355%
IAN
175
Integrated Advisors Network
Texas
$3.28M +$520K +6,903 +20%
5 6
7
8 9

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.