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VanEck Morningstar Wide Moat ETF

347 hedge funds and large institutions have $3.44B invested in VanEck Morningstar Wide Moat ETF in 2022 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 151 increasing their positions, 110 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 110

4% more funds holding in top 10

Funds holding in top 10: 4648 (+2)

1.39% more ownership

Funds ownership: 48.02%49.42% (+1.4%)

9% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 33

1% more capital invested

Capital invested by funds: $3.41B → $3.44B (+$24.6M)

1% less funds holding

Funds holding: 350347 (-3)

60% less call options, than puts

Call options by funds: $224K | Put options by funds: $560K

Holders
347
Holders Change
-3
Holders Change %
-0.86%
% of All Funds
5.47%
Holding in Top 10
48
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.35%
% of All Funds
0.76%
New
36
Increased
151
Reduced
110
Closed
33
Calls
$224K
Puts
$560K
Net Calls
-$336K
Net Calls Change
+$129K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$454M +$11.9M +161,906 +3%
Morgan Stanley
2
Morgan Stanley
New York
$360M +$13.9M +188,967 +4%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$200M +$9M +122,188 +5%
LPL Financial
4
LPL Financial
California
$180M +$12.1M +163,746 +7%
OIA
5
OneDigital Investment Advisors
Kansas
$136M +$2.51M +34,005 +2%
RJA
6
Raymond James & Associates
Florida
$118M -$3.84M -52,168 -3%
Ameriprise
7
Ameriprise
Minnesota
$113M +$1.23M +16,718 +1%
Wells Fargo
8
Wells Fargo
California
$104M +$628K +8,523 +0.6%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$76M -$1.73M -23,433 -2%
JFA
10
JNBA Financial Advisors
Minnesota
$58.3M -$9.13M -123,835 -14%
UBS Group
11
UBS Group
Switzerland
$49.9M +$1.79M +24,308 +4%
SWA
12
SFMG Wealth Advisors
Texas
$44.2M +$1.5M +20,395 +4%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$43.8M +$13.5M +183,588 +46%
ERFOTCOFW
14
Employees Retirement Fund of the City of Fort Worth
Texas
$42.2M +$41.6M +564,564 New
Osaic Holdings
15
Osaic Holdings
Arizona
$41.6M -$546K -7,412 -1%
Thrivent Financial for Lutherans
16
Thrivent Financial for Lutherans
Minnesota
$40.5M +$40M +542,783 New
KLI
17
Kelman-Lazarov Inc
Tennessee
$38.6M +$594K +8,067 +2%
TI
18
TTP Investments
California
$37.2M +$826K +11,216 +2%
BCM
19
Brookstone Capital Management
Illinois
$32.3M +$4.14M +56,146 +15%
GM
20
GeoWealth Management
Illinois
$28.7M +$28.4M +384,852 New
BFS
21
Bard Financial Services
Connecticut
$27.9M +$2.07M +28,028 +8%
VCM
22
Verde Capital Management
Michigan
$27.8M +$699K +9,489 +3%
LS
23
Leelyn Smith
Illinois
$26.7M +$1.55M +21,048 +6%
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$25.1M +$117K +1,585 +0.5%
QA
25
Quantitative Advantage
Minnesota
$24.1M +$459K +6,226 +2%

MOAT Hedge Fund Activity: Q1 2022 in Review

347 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar Wide Moat ETF (MOAT) for Q1 2022, worth a combined $3.44B — up 0.72% from $3.41B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new MOAT positions and 33 closed out — a net gain of 3 holders — while 151 added to existing stakes and 110 trimmed.

The largest buyer was Thrivent Financial for Lutherans, opening a new position worth an estimated $40M. The largest seller was BlackRock, exiting entirely with an estimated $43M sold.

  • 347 institutional investors held VanEck Morningstar Wide Moat ETF (MOAT) as of Q1 2022, down from 350 in Q4 2021.
  • Funds reported $3.44B of VanEck Morningstar Wide Moat ETF stock for Q1 2022, up 0.72% quarter-over-quarter.
  • 36 funds opened new VanEck Morningstar Wide Moat ETF positions in Q1 2022 and 33 closed out, a net change of +3 holders.
  • The largest VanEck Morningstar Wide Moat ETF buyer in Q1 2022 was Thrivent Financial for Lutherans, an estimated $40M added.
  • The largest VanEck Morningstar Wide Moat ETF seller in Q1 2022 was BlackRock, an estimated $43M sold.

Based on aggregated 13F filings for Q1 2022.