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VanEck Morningstar Wide Moat ETF

520 hedge funds and large institutions have $5.8B invested in VanEck Morningstar Wide Moat ETF in 2023 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 256 increasing their positions, 109 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

262% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 26

135% more repeat investments, than reductions

Existing positions increased: 256 | Existing positions reduced: 109

97% more call options, than puts

Call options by funds: $1.8M | Put options by funds: $910K

24% more funds holding in top 10

Funds holding in top 10: 6783 (+16)

14% more funds holding

Funds holding: 458520 (+62)

10% more capital invested

Capital invested by funds: $5.29B → $5.8B (+$516M)

3.09% less ownership

Funds ownership: 57.82%54.73% (-3.1%)

Holders
520
Holders Change
+62
Holders Change %
+13.54%
% of All Funds
8.25%
Holding in Top 10
83
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+23.88%
% of All Funds
1.32%
New
94
Increased
256
Reduced
109
Closed
26
Calls
$1.8M
Puts
$910K
Net Calls
+$887K
Net Calls Change
-$10.9M
Name Holding Trade Value Shares
Change
Change in
Stake
RIA
151
Realta Investment Advisors
Delaware
$4.89M -$4.62K -58 -0.1%
WA1
152
Wimmer Associates 1
California
$4.83M -$26.8K -337 -0.5%
FPGK
153
Financial Partners Group (Kansas)
Kansas
$4.81M +$97.4K +1,223 +2%
SFG
154
Snider Financial Group
Washington
$4.81M +$1.23M +15,476 +32%
ACM
155
Avalon Capital Management
California
$4.69M -$8.52K -107 -0.2%
AC
156
AlphaCore Capital
California
$4.67M -$5.73K -72 -0.1%
GS
157
GTS Securities
New York
$4.66M +$4.56M +57,314 +1,381%
Envestnet Portfolio Solutions
158
Envestnet Portfolio Solutions
Illinois
$4.62M +$4.85M +60,967 New
TP
159
Tranquility Partners
Tennessee
$4.61M +$45.1K +566 +0.9%
AWA
160
Acorn Wealth Advisors
Michigan
$4.53M +$558K +7,005 +13%
HAS
161
HBW Advisory Services
California
$4.43M +$4.4M +55,311 +1,808%
AIC
162
Ayalon Insurance Company
Israel
$4.34M +$2.82M +35,388 +162%
NCM
163
Novare Capital Management
North Carolina
$4.2M +$4.41M +55,442 New
BRWA
164
B. Riley Wealth Advisors
Florida
$4.17M -$417K -5,242 -9%
CW
165
Connectus Wealth
Ohio
$4.15M -$69.5K -873 -2%
Cetera Investment Advisers
166
Cetera Investment Advisers
Illinois
$4.1M +$944K +11,861 +28%
LWM
167
Lionsbridge Wealth Management
Florida
$4.05M -$112K -1,407 -3%
RWA
168
Rooted Wealth Advisors
Illinois
$3.96M +$3.25M +40,825 +393%
CA
169
CoreCap Advisors
Michigan
$3.94M +$2.85M +35,813 +222%
MCM
170
Mengis Capital Management
Oregon
$3.84M +$24.8K +312 +0.6%
PIA
171
Panoramic Investment Advisors
Colorado
$3.83M +$4.02M +50,460 New
KDA
172
Kraft Davis & Associates
Missouri
$3.8M -$62.9K -790 -2%
SPI
173
Santori & Peters Inc
Pennsylvania
$3.78M +$3.97M +49,853 New
CWG
174
Cornerstone Wealth Group
North Carolina
$3.77M -$52.9K -664 -1%
SPA
175
Sentinel Pension Advisors
Massachusetts
$3.74M -$192K -2,407 -5%

MOAT Hedge Fund Activity: Q3 2023 in Review

520 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar Wide Moat ETF (MOAT) for Q3 2023, worth a combined $5.8B — up 9.8% from $5.29B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new MOAT positions and 26 closed out — a net gain of 68 holders — while 256 added to existing stakes and 109 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $90.8M. The largest seller was Soundwatch Capital, cutting an estimated $215M.

  • 520 institutional investors held VanEck Morningstar Wide Moat ETF (MOAT) as of Q3 2023, up from 458 in Q2 2023.
  • Funds reported $5.8B of VanEck Morningstar Wide Moat ETF stock for Q3 2023, up 9.8% quarter-over-quarter.
  • 94 funds opened new VanEck Morningstar Wide Moat ETF positions in Q3 2023 and 26 closed out, a net change of +68 holders.
  • The largest VanEck Morningstar Wide Moat ETF buyer in Q3 2023 was Morgan Stanley, an estimated $90.8M added.
  • The largest VanEck Morningstar Wide Moat ETF seller in Q3 2023 was Soundwatch Capital, an estimated $215M sold.

Based on aggregated 13F filings for Q3 2023.