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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
Bank of America
1
Bank of America
North Carolina
$219M +$91.3M +1,833,473 +77%
Morgan Stanley
2
Morgan Stanley
New York
$190M +$11.6M +232,788 +7%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$78M +$40.4M +810,380 +119%
LPL Financial
4
LPL Financial
California
$58.6M +$3.25M +65,213 +6%
RJA
5
Raymond James & Associates
Florida
$54.6M +$14.4M +289,564 +38%
OIA
6
OneDigital Investment Advisors
Kansas
$51.7M +$4.81M +96,681 +11%
JFA
7
JNBA Financial Advisors
Minnesota
$47.2M -$6.24M -125,270 -12%
Wells Fargo
8
Wells Fargo
California
$42M +$5.11M +102,705 +15%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$37.4M +$8.26M +165,821 +30%
UBS Group
10
UBS Group
Switzerland
$36M +$1.51M +30,255 +5%
Ameriprise
11
Ameriprise
Minnesota
$35.5M -$3.2M -64,174 -9%
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$22.1M – – –
CWG
13
Cornerstone Wealth Group
North Carolina
$22.1M -$437K -8,778 -2%
RC
14
Randolph Company
Ohio
$20M +$77.6K +1,559 +0.4%
KLI
15
Kelman-Lazarov Inc
Tennessee
$20M -$1.93M -38,786 -9%
BCI
16
Brinker Capital Investments
Pennsylvania
$15.9M +$144K +2,882 +1%
Truist Financial
17
Truist Financial
North Carolina
$15.3M +$974K +19,564 +7%
LS
18
Leelyn Smith
Illinois
$14.8M +$631K +12,668 +5%
Osaic Holdings
19
Osaic Holdings
Arizona
$14.6M +$1.31M +26,248 +10%
TC
20
Trilogy Capital
California
$14.3M -$65.1K -1,308 -0.5%
VCM
21
Verde Capital Management
Michigan
$14.1M -$697K -14,000 -5%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$13.8M +$4.82M +96,794 +58%
FSA
23
Financial Services Advisory
Maryland
$13.1M +$12.5M +251,046 New
BAM
24
Beaumont Asset Management
Texas
$12M -$1.75M -35,081 -13%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$11.8M -$2.62M -52,514 -19%
1
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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.