We are live on ! Find out more
MOAT icon

VanEck Morningstar Wide Moat ETF
MOAT

226 hedge funds and large institutions have $1.47B invested in VanEck Morningstar Wide Moat ETF in 2020 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 79 increasing their positions, 72 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

334% more call options, than puts

Call options by funds: $2.42M | Put options by funds: $557K

12% more funds holding in top 10

Funds holding in top 10: 17 → 19 (+2)

10% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 72

5% more capital invested

Capital invested by funds: $1.4B → $1.47B (+$68.1M)

0.91% more ownership

Funds ownership: 42.48% → 43.39% (+0.91%)

9% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 22

1% less funds holding

Funds holding: 229 → 226 (-3)

Holders
226
Holders Change
-3
Holders Change %
-1.31%
% of All Funds
4.56%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.38%
New
20
Increased
79
Reduced
72
Closed
22
Calls
$2.42M
Puts
$557K
Net Calls
+$1.86M
Net Calls Change
+$20K

Top Buyers

1
WP
WealthPLAN Partners
Nebraska
+$17.5M
2
Goldman Sachs
Goldman Sachs
New York
+$8.07M
3
VWA
Visionary Wealth Advisors
Illinois
+$6.94M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$6.36M
5
OIA
OneDigital Investment Advisors
Kansas
+$4.91M

Top Sellers

1
RC
Randolph Company
Ohio
-$20M
2
TC
Trilogy Capital
California
-$14.3M
3
FSA
Financial Services Advisory
Maryland
-$13.1M
4
CAG
Csenge Advisory Group
Florida
-$9.97M
5
LPL Financial
LPL Financial
California
-$7.52M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$230M +$538K +9,844 +0.2%
Morgan Stanley
2
Morgan Stanley
New York
$195M -$3.97M -72,556 -2%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$80.5M -$1.02M -18,711 -1%
OIA
4
OneDigital Investment Advisors
Kansas
$58.9M +$4.91M +89,919 +9%
RJA
5
Raymond James & Associates
Florida
$55.9M -$1.1M -20,192 -2%
LPL Financial
6
LPL Financial
California
$53.7M -$7.52M -137,553 -12%
JFA
7
JNBA Financial Advisors
Minnesota
$48.9M -$443K -8,098 -0.9%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$42M +$2.85M +52,094 +7%
Wells Fargo
9
Wells Fargo
California
$41.3M -$2.56M -46,864 -6%
UBS Group
10
UBS Group
Switzerland
$40.9M +$3.23M +59,153 +9%
Ameriprise
11
Ameriprise
Minnesota
$36.4M -$1.58M -28,924 -4%
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$22.1M – – –
CWG
13
Cornerstone Wealth Group
North Carolina
$22M -$1.03M -18,818 -4%
KLI
14
Kelman-Lazarov Inc
Tennessee
$20.4M -$512K -9,372 -2%
WP
15
WealthPLAN Partners
Nebraska
$18.5M +$17.5M +320,171 New
Osaic Holdings
16
Osaic Holdings
Arizona
$17.7M +$2.5M +45,717 +16%
Truist Financial
17
Truist Financial
North Carolina
$16.6M +$555K +10,162 +3%
LS
18
Leelyn Smith
Illinois
$16.3M +$841K +15,384 +5%
PS
19
Planned Solutions
California
$16.1M +$16.1M +295,327 New
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$15.5M +$1.05M +19,220 +7%
BCI
21
Brinker Capital Investments
Pennsylvania
$15.4M -$1.2M -22,003 -7%
VCM
22
Verde Capital Management
Michigan
$15.1M +$322K +5,884 +2%
BAM
23
Beaumont Asset Management
Texas
$12.4M -$102K -1,862 -0.8%
AFG
24
Affinia Financial Group
Massachusetts
$10.7M +$544K +9,954 +5%
MML Investors Services
25
MML Investors Services
Massachusetts
$10.7M +$784K +14,353 +8%
1
2 3 4 5

MOAT Hedge Fund Activity: Q3 2020 in Review

226 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar Wide Moat ETF (MOAT) for Q3 2020, worth a combined $1.47B — up 4.9% from $1.4B a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of MOAT and 20 opened new positions — a net loss of 2 holders — while 72 trimmed existing stakes and 79 added.

The largest buyer was WealthPLAN Partners, opening a new position worth an estimated $17.5M. The largest seller was Randolph Company, exiting entirely with an estimated $20M sold.

  • 226 institutional investors held VanEck Morningstar Wide Moat ETF (MOAT) as of Q3 2020, down from 229 in Q2 2020.
  • Funds reported $1.47B of VanEck Morningstar Wide Moat ETF stock for Q3 2020, up 4.9% quarter-over-quarter.
  • 20 funds opened new VanEck Morningstar Wide Moat ETF positions in Q3 2020 and 22 closed out, a net change of -2 holders.
  • The largest VanEck Morningstar Wide Moat ETF buyer in Q3 2020 was WealthPLAN Partners, an estimated $17.5M added.
  • The largest VanEck Morningstar Wide Moat ETF seller in Q3 2020 was Randolph Company, an estimated $20M sold.

Based on aggregated 13F filings for Q3 2020.