VanEck Morningstar Wide Moat ETF
MOAT
351 hedge funds and large institutions have $2.91B invested in VanEck Morningstar Wide Moat ETF in 2022 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 152 increasing their positions, 108 reducing their positions, and 24 closing their positions.
42% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 24
41% more repeat investments, than reductions
Existing positions increased: 152 | Existing positions reduced: 108
2% more funds holding
Funds holding: 343 → 351 (+8)
1.67% more ownership
Funds ownership: 50.53% → 52.2% (+1.7%)
3% less capital invested
Capital invested by funds: $3B → $2.91B (-$91.2M)
2% less funds holding in top 10
Funds holding in top 10: 44 → 43 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PP
Prudential plc
London, England,
United Kingdom
|
+$35M |
| 2 |
AF
Apexium Financial
Dallas,
Texas
|
+$18.4M |
| 3 |
AWM
Activest Wealth Management
Aventure,
Florida
|
+$12.9M |
| 4 |
FFA
First Foundation Advisors
Irvine,
California
|
+$11.4M |
| 5 |
LPL Financial
San Diego,
California
|
+$10.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
APCM
Alaska Permanent Capital Management
Anchorage,
Alaska
|
-$23.9M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$19.5M |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$14.1M |
| 4 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
-$8.36M |
| 5 |
Creative Planning
Overland Park,
Kansas
|
-$6.92M |
MOAT Hedge Fund Activity: Q3 2022 in Review
351 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar Wide Moat ETF (MOAT) for Q3 2022, worth a combined $2.91B — down 3% from $3B a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new MOAT positions and 24 closed out — a net gain of 10 holders — while 152 added to existing stakes and 108 trimmed.
The largest buyer was Prudential plc, adding an estimated $35M. The largest seller was Alaska Permanent Capital Management, cutting an estimated $23.9M.
- 351 institutional investors held VanEck Morningstar Wide Moat ETF (MOAT) as of Q3 2022, up from 343 in Q2 2022.
- Funds reported $2.91B of VanEck Morningstar Wide Moat ETF stock for Q3 2022, down 3% quarter-over-quarter.
- 34 funds opened new VanEck Morningstar Wide Moat ETF positions in Q3 2022 and 24 closed out, a net change of +10 holders.
- The largest VanEck Morningstar Wide Moat ETF buyer in Q3 2022 was Prudential plc, an estimated $35M added.
- The largest VanEck Morningstar Wide Moat ETF seller in Q3 2022 was Alaska Permanent Capital Management, an estimated $23.9M sold.
Based on aggregated 13F filings for Q3 2022.