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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RC
Randolph Company
Cincinnati,
Ohio
|
+$19.6M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$13.2M |
| 3 |
Morgan Stanley
New York
|
+$11M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$10.8M |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
+$9.88M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCM
Mainstay Capital Management
Grand Blanc,
Michigan
|
-$47.5M |
| 2 |
SWA
SFMG Wealth Advisors
Plano,
Texas
|
-$20.7M |
| 3 |
LPL Financial
San Diego,
California
|
-$16.3M |
| 4 |
FIG
FundX Investment Group
San Francisco,
California
|
-$14.4M |
| 5 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
-$11.3M |
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.