VanEck Morningstar Wide Moat ETF
MOAT
304 hedge funds and large institutions have $2.86B invested in VanEck Morningstar Wide Moat ETF in 2021 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 157 increasing their positions, 48 reducing their positions, and 16 closing their positions.
227% more repeat investments, than reductions
Existing positions increased: 157 | Existing positions reduced: 48
169% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 16
20% more capital invested
Capital invested by funds: $2.37B → $2.86B (+$485M)
17% more funds holding in top 10
Funds holding in top 10: 29 → 34 (+5)
9% more funds holding
Funds holding: 280 → 304 (+24)
7% less call options, than puts
Call options by funds: $491K | Put options by funds: $526K
1.1% less ownership
Funds ownership: 46.84% → 45.74% (-1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$55.4M |
| 2 |
MCM
Mainstay Capital Management
Grand Blanc,
Michigan
|
+$46.4M |
| 3 |
SWA
SFMG Wealth Advisors
Plano,
Texas
|
+$29.2M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$27M |
| 5 |
LPL Financial
San Diego,
California
|
+$19.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$58.2M |
| 2 |
TC
Trilogy Capital
Irvine,
California
|
-$15.9M |
| 3 |
FC
Ferris Capital
Marlborough,
Massachusetts
|
-$4.9M |
| 4 |
BC
Barnett & Company
Chattanooga,
Tennessee
|
-$4.87M |
| 5 |
FTUS
Flow Traders U.S.
New York
|
-$4.53M |
MOAT Hedge Fund Activity: Q2 2021 in Review
304 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar Wide Moat ETF (MOAT) for Q2 2021, worth a combined $2.86B — up 20% from $2.37B a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new MOAT positions and 16 closed out — a net gain of 27 holders — while 157 added to existing stakes and 48 trimmed.
The largest buyer was Bank of America, adding an estimated $55.4M. The largest seller was AE Wealth Management, cutting an estimated $58.2M.
- 304 institutional investors held VanEck Morningstar Wide Moat ETF (MOAT) as of Q2 2021, up from 280 in Q1 2021.
- Funds reported $2.86B of VanEck Morningstar Wide Moat ETF stock for Q2 2021, up 20% quarter-over-quarter.
- 43 funds opened new VanEck Morningstar Wide Moat ETF positions in Q2 2021 and 16 closed out, a net change of +27 holders.
- The largest VanEck Morningstar Wide Moat ETF buyer in Q2 2021 was Bank of America, an estimated $55.4M added.
- The largest VanEck Morningstar Wide Moat ETF seller in Q2 2021 was AE Wealth Management, an estimated $58.2M sold.
Based on aggregated 13F filings for Q2 2021.