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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
+$17.5M |
| 2 |
Goldman Sachs
New York
|
+$8.07M |
| 3 |
VWA
Visionary Wealth Advisors
O'fallon,
Illinois
|
+$6.94M |
| 4 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$6.36M |
| 5 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$4.91M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RC
Randolph Company
Cincinnati,
Ohio
|
-$20M |
| 2 |
TC
Trilogy Capital
Irvine,
California
|
-$14.3M |
| 3 |
FSA
Financial Services Advisory
Rockville,
Maryland
|
-$13.1M |
| 4 |
CAG
Csenge Advisory Group
Clearwater,
Florida
|
-$9.97M |
| 5 |
LPL Financial
San Diego,
California
|
-$7.52M |
MOAT Hedge Fund Activity: Q3 2020 in Review
226 of the 4,970 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.