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VanEck Morningstar Wide Moat ETF
MOAT

212 hedge funds and large institutions have $1.04B invested in VanEck Morningstar Wide Moat ETF in 2020 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 79 increasing their positions, 70 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 70

1.51% less ownership

Funds ownership: 42.31% → 40.81% (-1.5%)

6% less funds holding

Funds holding: 225 → 212 (-13)

21% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 43

25% less capital invested

Capital invested by funds: $1.38B → $1.04B (-$338M)

26% less funds holding in top 10

Funds holding in top 10: 19 → 14 (-5)

Holders
212
Holders Change
-13
Holders Change %
-5.78%
% of All Funds
4.67%
Holding in Top 10
14
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-26.32%
% of All Funds
0.31%
New
34
Increased
79
Reduced
70
Closed
43
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RC
Randolph Company
Ohio
+$19.6M
2
Bank of America
Bank of America
North Carolina
+$13.2M
3
Morgan Stanley
Morgan Stanley
New York
+$11M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$10.8M
5
Truist Financial
Truist Financial
North Carolina
+$9.88M

Top Sellers

Rank Fund Capital Flow
1
MCM
Mainstay Capital Management
Michigan
-$47.5M
2
SWA
SFMG Wealth Advisors
Texas
-$20.7M
3
LPL Financial
LPL Financial
California
-$16.3M
4
FIG
FundX Investment Group
California
-$14.4M
5
DAS
Dynamic Advisor Solutions
Arizona
-$11.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
201
Edge Wealth Management
New York
$6K – – –
KTC
202
Kistler-Tiffany Companies
Pennsylvania
$5K – – –
SL
203
Savior LLC
Massachusetts
$5K – – –
SWA
204
Stratos Wealth Advisors
Ohio
$5K +$6.43K +125 New
LFG
205
LifePlan Financial Group
Ohio
$4K +$5.19K +101 New
BWA
206
BDO Wealth Advisors
Florida
$3K – – –
HFS
207
Hantz Financial Services
Michigan
$3K +$3.96K +77 New
MIM
208
Macroview Investment Management
Maryland
$2K +$2.06K +40 New
CHA
209
Carmichael Hill & Associates
Maryland
$1K – – –
GI
210
Gradient Investments
Minnesota
$1K – – –
VRM
211
Vectors Research Management
New York
$1K – – –
WAP
212
Wealthcare Advisory Partners
Pennsylvania
$1K +$1.39K +27 New
MCM
213
Mainstay Capital Management
Michigan
– -$47.5M -867,343 Closed
IAA
214
Independent Advisor Alliance
North Carolina
– -$11.3M -206,861 Closed
FSA
215
Financial Services Advisory
Maryland
– -$9.98M -182,182 Closed
PS
216
Portfolio Strategies
New York
– -$9.28M -169,426 Closed
MA
217
Mutual Advisors
Nebraska
– -$5.29M -96,494 Closed
LWM
218
Lionsbridge Wealth Management
Florida
– -$3.98M -72,371 Closed
ACM
219
Avalon Capital Management
California
– -$3.12M -57,002 Closed
Jane Street
220
Jane Street
New York
– -$2.39M -43,664 Closed
FAIM
221
Financial Advocates Investment Management
Washington
– -$2.37M -43,328 Closed
TPWA
222
TRUE Private Wealth Advisors
Oregon
– -$1.87M -34,186 Closed
BCM
223
Barometer Capital Management
Ontario, Canada
– -$1.63M -29,780 Closed
Susquehanna International Group
224
Susquehanna International Group
Pennsylvania
– -$1.56M -28,576 Closed
Goldman Sachs
225
Goldman Sachs
New York
– -$1.5M -27,452 Closed
7 8
9
10 11

MOAT Hedge Fund Activity: Q1 2020 in Review

212 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar Wide Moat ETF (MOAT) for Q1 2020, worth a combined $1.04B — down 25% from $1.38B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of MOAT and 34 opened new positions — a net loss of 9 holders — while 70 trimmed existing stakes and 79 added.

The largest buyer was Randolph Company, opening a new position worth an estimated $19.6M. The largest seller was Mainstay Capital Management, exiting entirely with an estimated $47.5M sold.

  • 212 institutional investors held VanEck Morningstar Wide Moat ETF (MOAT) as of Q1 2020, down from 225 in Q4 2019.
  • Funds reported $1.04B of VanEck Morningstar Wide Moat ETF stock for Q1 2020, down 25% quarter-over-quarter.
  • 34 funds opened new VanEck Morningstar Wide Moat ETF positions in Q1 2020 and 43 closed out, a net change of -9 holders.
  • The largest VanEck Morningstar Wide Moat ETF buyer in Q1 2020 was Randolph Company, an estimated $19.6M added.
  • The largest VanEck Morningstar Wide Moat ETF seller in Q1 2020 was Mainstay Capital Management, an estimated $47.5M sold.

Based on aggregated 13F filings for Q1 2020.