VanEck Morningstar Wide Moat ETF
MOAT
280 hedge funds and large institutions have $2.37B invested in VanEck Morningstar Wide Moat ETF in 2021 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 121 increasing their positions, 66 reducing their positions, and 16 closing their positions.
163% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 16
83% more repeat investments, than reductions
Existing positions increased: 121 | Existing positions reduced: 66
28% more capital invested
Capital invested by funds: $1.85B → $2.37B (+$522M)
21% more funds holding in top 10
Funds holding in top 10: 24 → 29 (+5)
9% more funds holding
Funds holding: 256 → 280 (+24)
1.67% more ownership
Funds ownership: 45.17% → 46.84% (+1.7%)
67% less call options, than puts
Call options by funds: $374K | Put options by funds: $1.13M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$52.5M |
| 2 |
LPL Financial
San Diego,
California
|
+$44.8M |
| 3 |
Morgan Stanley
New York
|
+$22.7M |
| 4 |
QA
Quantitative Advantage
Minnetonka,
Minnesota
|
+$18.1M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$17.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWG
Cornerstone Wealth Group
Huntersville,
North Carolina
|
-$17.5M |
| 2 |
AWE
Avidian Wealth Enterprises
Houston,
Texas
|
-$7.01M |
| 3 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
-$6.8M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$6.24M |
| 5 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$5.52M |
MOAT Hedge Fund Activity: Q1 2021 in Review
280 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar Wide Moat ETF (MOAT) for Q1 2021, worth a combined $2.37B — up 28% from $1.85B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new MOAT positions and 16 closed out — a net gain of 26 holders — while 121 added to existing stakes and 66 trimmed.
The largest buyer was AE Wealth Management, adding an estimated $52.5M. The largest seller was Cornerstone Wealth Group, cutting an estimated $17.5M.
- 280 institutional investors held VanEck Morningstar Wide Moat ETF (MOAT) as of Q1 2021, up from 256 in Q4 2020.
- Funds reported $2.37B of VanEck Morningstar Wide Moat ETF stock for Q1 2021, up 28% quarter-over-quarter.
- 42 funds opened new VanEck Morningstar Wide Moat ETF positions in Q1 2021 and 16 closed out, a net change of +26 holders.
- The largest VanEck Morningstar Wide Moat ETF buyer in Q1 2021 was AE Wealth Management, an estimated $52.5M added.
- The largest VanEck Morningstar Wide Moat ETF seller in Q1 2021 was Cornerstone Wealth Group, an estimated $17.5M sold.
Based on aggregated 13F filings for Q1 2021.