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VanEck Morningstar Wide Moat ETF
MOAT

256 hedge funds and large institutions have $1.85B invested in VanEck Morningstar Wide Moat ETF in 2020 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 97 increasing their positions, 72 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

520% more call options, than puts

Call options by funds: $2.73M | Put options by funds: $440K

213% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 16

35% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 72

26% more funds holding in top 10

Funds holding in top 10: 19 → 24 (+5)

25% more capital invested

Capital invested by funds: $1.47B → $1.85B (+$374M)

13% more funds holding

Funds holding: 226 → 256 (+30)

1.78% more ownership

Funds ownership: 43.39% → 45.17% (+1.8%)

Holders
256
Holders Change
+30
Holders Change %
+13.27%
% of All Funds
4.53%
Holding in Top 10
24
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+26.32%
% of All Funds
0.42%
New
50
Increased
97
Reduced
72
Closed
16
Calls
$2.73M
Puts
$440K
Net Calls
+$2.29M
Net Calls Change
+$426K

Top Buyers

1
OIA
OneDigital Investment Advisors
Kansas
+$19.6M
2
Ameriprise
Ameriprise
Minnesota
+$17.1M
3
FSA
Financial Services Advisory
Maryland
+$14.1M
4
Bank of America
Bank of America
North Carolina
+$9.97M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$9.29M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$8.64M
2
KA
Kovack Advisors
Florida
-$6.92M
3
CWG
Cornerstone Wealth Group
North Carolina
-$5.42M
4
Truist Financial
Truist Financial
North Carolina
-$5.1M
5
HighTower Advisors
HighTower Advisors
Illinois
-$3.68M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$272M +$9.97M +169,217 +4%
Morgan Stanley
2
Morgan Stanley
New York
$228M +$6.33M +107,403 +3%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$101M +$9.29M +157,665 +11%
OIA
4
OneDigital Investment Advisors
Kansas
$87.6M +$19.6M +332,755 +31%
RJA
5
Raymond James & Associates
Florida
$66.8M +$3.1M +52,691 +5%
LPL Financial
6
LPL Financial
California
$62.1M +$1.02M +17,355 +2%
Ameriprise
7
Ameriprise
Minnesota
$58M +$17.1M +290,259 +45%
JFA
8
JNBA Financial Advisors
Minnesota
$55.7M +$108K +1,841 +0.2%
Wells Fargo
9
Wells Fargo
California
$55.7M +$8.36M +141,863 +19%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$49.8M +$2.06M +35,052 +5%
UBS Group
11
UBS Group
Switzerland
$44.7M -$1.67M -28,337 -4%
WP
12
WealthPLAN Partners
Nebraska
$25.8M +$4.74M +80,482 +25%
KLI
13
Kelman-Lazarov Inc
Tennessee
$22.8M -$312K -5,302 -1%
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$22.1M – – –
SAF
15
Smith Anglin Financial
Texas
$20.8M +$19.8M +336,044 New
Osaic Holdings
16
Osaic Holdings
Arizona
$19.8M -$292K -4,952 -2%
LS
17
Leelyn Smith
Illinois
$19.6M +$1.01M +17,196 +6%
CWG
18
Cornerstone Wealth Group
North Carolina
$19.3M -$5.42M -92,044 -23%
PS
19
Planned Solutions
California
$18.8M +$418K +7,104 +2%
VCM
20
Verde Capital Management
Michigan
$17.9M +$727K +12,346 +4%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$17.5M -$106K -1,799 -0.6%
BCI
22
Brinker Capital Investments
Pennsylvania
$16.8M -$670K -11,382 -4%
FSA
23
Financial Services Advisory
Maryland
$15.5M +$14.1M +239,608 +2,260%
FMN
24
Financial Management Network
California
$15.4M +$14.1M +238,616 New
BAM
25
Beaumont Asset Management
Texas
$14.9M +$805K +13,660 +6%
1
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MOAT Hedge Fund Activity: Q4 2020 in Review

256 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar Wide Moat ETF (MOAT) for Q4 2020, worth a combined $1.85B — up 25% from $1.47B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new MOAT positions and 16 closed out — a net gain of 34 holders — while 97 added to existing stakes and 72 trimmed.

The largest buyer was OneDigital Investment Advisors, adding an estimated $19.6M. The largest seller was Goldman Sachs, cutting an estimated $8.64M.

  • 256 institutional investors held VanEck Morningstar Wide Moat ETF (MOAT) as of Q4 2020, up from 226 in Q3 2020.
  • Funds reported $1.85B of VanEck Morningstar Wide Moat ETF stock for Q4 2020, up 25% quarter-over-quarter.
  • 50 funds opened new VanEck Morningstar Wide Moat ETF positions in Q4 2020 and 16 closed out, a net change of +34 holders.
  • The largest VanEck Morningstar Wide Moat ETF buyer in Q4 2020 was OneDigital Investment Advisors, an estimated $19.6M added.
  • The largest VanEck Morningstar Wide Moat ETF seller in Q4 2020 was Goldman Sachs, an estimated $8.64M sold.

Based on aggregated 13F filings for Q4 2020.