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VanEck Morningstar Wide Moat ETF

520 hedge funds and large institutions have $5.8B invested in VanEck Morningstar Wide Moat ETF in 2023 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 256 increasing their positions, 109 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

262% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 26

135% more repeat investments, than reductions

Existing positions increased: 256 | Existing positions reduced: 109

97% more call options, than puts

Call options by funds: $1.8M | Put options by funds: $910K

24% more funds holding in top 10

Funds holding in top 10: 6783 (+16)

14% more funds holding

Funds holding: 458520 (+62)

10% more capital invested

Capital invested by funds: $5.29B → $5.8B (+$516M)

3.09% less ownership

Funds ownership: 57.82%54.73% (-3.1%)

Holders
520
Holders Change
+62
Holders Change %
+13.54%
% of All Funds
8.25%
Holding in Top 10
83
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+23.88%
% of All Funds
1.32%
New
94
Increased
256
Reduced
109
Closed
26
Calls
$1.8M
Puts
$910K
Net Calls
+$887K
Net Calls Change
-$10.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$540M +$79.4M +997,618 +16%
Morgan Stanley
2
Morgan Stanley
New York
$514M +$90.8M +1,140,029 +20%
LPL Financial
3
LPL Financial
California
$417M +$33.3M +418,536 +8%
Ameriprise
4
Ameriprise
Minnesota
$171M +$23.6M +296,676 +15%
Wells Fargo
5
Wells Fargo
California
$162M +$30.4M +382,012 +22%
RJA
6
Raymond James & Associates
Florida
$160M +$3.26M +40,975 +2%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$155M -$76.2M -956,842 -32%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$153M +$19M +238,387 +13%
Thrivent Financial for Lutherans
9
Thrivent Financial for Lutherans
Minnesota
$146M +$50.6M +635,177 +49%
Osaic Holdings
10
Osaic Holdings
Arizona
$132M +$52.2M +655,950 +60%
PWA
11
Provenance Wealth Advisors
Florida
$92.4M +$97M +1,218,703 New
UBS Group
12
UBS Group
Switzerland
$84.9M +$8.79M +110,363 +11%
OIA
13
OneDigital Investment Advisors
Kansas
$73.3M -$3.08M -38,656 -4%
SFBLI
14
Southern Farm Bureau Life Insurance
Mississippi
$64.1M
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$61.9M +$18.9M +237,314 +41%
JFA
16
JNBA Financial Advisors
Minnesota
$59.5M -$1.63M -20,507 -3%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$58.4M +$22.1M +277,298 +56%
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$57.5M +$19M +238,741 +46%
ERFOTCOFW
19
Employees Retirement Fund of the City of Fort Worth
Texas
$56.8M +$14.7M +184,000 +33%
TI
20
TTP Investments
California
$56.6M +$7.22M +90,664 +14%
DCM
21
Davidson Capital Management
Texas
$50.7M +$44.5M +558,246 +507%
OCBCO
22
Oversea-Chinese Banking Corp (OCBC)
Singapore
$49.7M -$6.82M -85,667 -12%
OWP
23
Obermeyer Wealth Partners
Colorado
$49M +$5.67M +71,245 +12%
VCM
24
Verde Capital Management
Michigan
$46.7M +$1.28M +16,093 +3%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$46.4M +$5.87M +73,696 +14%

MOAT Hedge Fund Activity: Q3 2023 in Review

520 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar Wide Moat ETF (MOAT) for Q3 2023, worth a combined $5.8B — up 9.8% from $5.29B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new MOAT positions and 26 closed out — a net gain of 68 holders — while 256 added to existing stakes and 109 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $90.8M. The largest seller was Soundwatch Capital, cutting an estimated $215M.

  • 520 institutional investors held VanEck Morningstar Wide Moat ETF (MOAT) as of Q3 2023, up from 458 in Q2 2023.
  • Funds reported $5.8B of VanEck Morningstar Wide Moat ETF stock for Q3 2023, up 9.8% quarter-over-quarter.
  • 94 funds opened new VanEck Morningstar Wide Moat ETF positions in Q3 2023 and 26 closed out, a net change of +68 holders.
  • The largest VanEck Morningstar Wide Moat ETF buyer in Q3 2023 was Morgan Stanley, an estimated $90.8M added.
  • The largest VanEck Morningstar Wide Moat ETF seller in Q3 2023 was Soundwatch Capital, an estimated $215M sold.

Based on aggregated 13F filings for Q3 2023.