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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
SBL
201
Sargent Bickham Lagudis
Colorado
$26K – – –
FBT
202
First Bank & Trust
South Dakota
$24K -$23.4K -470 -51%
BFEC
203
Benjamin F. Edwards & Company
Missouri
$24K – – –
MLFP
204
MPS Loria Financial Planners
Illinois
$21K +$19.9K +400 New
HWA
205
HHM Wealth Advisors
Tennessee
$20K – – –
HFA
206
Hoover Financial Advisors
Pennsylvania
$20K +$18.7K +375 New
PK
207
Pflug Koory
Nebraska
$19K – – –
TC
208
Truvestments Capital
Florida
$19K – – –
CAC
209
Certified Advisory Corp
Florida
$18K – – –
TFGT
210
TS Financial Group (TSFG)
Illinois
$17K – – –
MRCM
211
M&R Capital Management
New Jersey
$15K +$14.9K +300 New
GEA
212
Glen Eagle Advisors
New Jersey
$13.1K – – –
AIC
213
Archer Investment Corporation
Indiana
$12.4K -$12.3K -248 -51%
CFA
214
Carroll Financial Associates
North Carolina
$12K – – –
EWM
215
Edge Wealth Management
New York
$7K – – –
GAM
216
Gemmer Asset Management
California
$7K – – –
TCOV
217
Trust Company of Vermont
Vermont
$6K -$2.49K -50 -31%
SL
218
Savior LLC
Massachusetts
$6K – – –
LFG
219
LifePlan Financial Group
Ohio
$5K – – –
EDRH
220
Edmond de Rothschild Holding
Switzerland
$5K +$4.63K +93 New
HR
221
Howe & Rusling
New York
$3K -$75.4K -1,515 -96%
BWA
222
BDO Wealth Advisors
Florida
$3K – – –
BWM
223
Baystate Wealth Management
Massachusetts
$3K +$2.49K +50 New
MIM
224
Macroview Investment Management
Maryland
$2K – – –
JCM
225
Jacobi Capital Management
Pennsylvania
$2K +$2.09K +42 New
7 8
9
10 11

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.