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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
RCAG
176
Rehmann Capital Advisory Group
Michigan
$3.24M +$52.3K +695 +2%
FFA
177
Fortune Financial Advisors
Kansas
$3.21M +$3.03M +40,221 New
FPGT
178
Financial Partners Group (Tennessee)
Tennessee
$3.19M +$13.6K +181 +0.5%
CIAS
179
Capital Investment Advisory Services
North Carolina
$3.13M +$600K +7,972 +25%
GIA
180
Gladstone Institutional Advisory
Florida
$3.06M +$126K +1,673 +5%
EWA
181
Etesian Wealth Advisors
Oregon
$3.06M +$95K +1,262 +3%
GM
182
GeoWealth Management
Illinois
$3.06M +$2.88M +38,305 New
CPC
183
Cookson Peirce & Co
Pennsylvania
$3.05M -$82.7K -1,099 -3%
WW
184
Westshore Wealth
California
$3.05M +$543K +7,213 +23%
ARC
185
Advisor Resource Council
Texas
$3.02M +$2.85M +37,911 New
AC
186
Anson Capital
Georgia
$2.92M -$515K -6,839 -16%
CA
187
Cetera Advisors
Colorado
$2.83M +$225K +2,995 +9%
CC
188
Claybrook Capital
Massachusetts
$2.82M – – –
ATC
189
Argent Trust Co
Tennessee
$2.81M +$30.9K +410 +1%
Nomura Asset Management
190
Nomura Asset Management
Japan
$2.75M – – –
William Blair & Company
191
William Blair & Company
Illinois
$2.75M +$275K +3,656 +12%
CAG
192
Csenge Advisory Group
Florida
$2.67M +$36.1K +480 +1%
PF
193
Phoenix Financial
Israel
$2.59M +$2.44M +32,404 New
WKSWA
194
White Knight Strategic Wealth Advisors
New Jersey
$2.55M -$12.6K -168 -0.5%
RGC
195
Roberts, Glore & Co
Illinois
$2.53M +$352K +4,675 +17%
MA
196
Mutual Advisors
Nebraska
$2.52M +$319K +4,243 +16%
SAG
197
SageView Advisory Group
California
$2.52M +$2.04M +27,097 +602%
FFWM
198
Future Financial Wealth Management
Ohio
$2.5M -$628K -8,337 -21%
CWM
199
Collaborative Wealth Management
Florida
$2.47M +$142K +1,890 +7%
IWM
200
IHT Wealth Management
Illinois
$2.44M -$236K -3,135 -9%
6 7
8
9 10

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.