VanEck Morningstar Wide Moat ETF
MOAT
617 hedge funds and large institutions have $8.36B invested in VanEck Morningstar Wide Moat ETF in 2023 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 293 increasing their positions, 132 reducing their positions, and 30 closing their positions.
547% more call options, than puts
Call options by funds: $3.24M | Put options by funds: $501K
337% more first-time investments, than exits
New positions opened: 131 | Existing positions closed: 30
122% more repeat investments, than reductions
Existing positions increased: 293 | Existing positions reduced: 132
44% more capital invested
Capital invested by funds: $5.8B → $8.36B (+$2.56B)
19% more funds holding
Funds holding: 520 → 617 (+97)
14% more funds holding in top 10
Funds holding in top 10: 83 → 95 (+12)
8.44% more ownership
Funds ownership: 54.73% → 63.17% (+8.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$670M |
| 2 |
MFIM
Mesirow Financial Investment Management
Chicago,
Illinois
|
+$175M |
| 3 |
LPL Financial
San Diego,
California
|
+$115M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$106M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$65.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TI
TTP Investments
San Jose,
California
|
-$30.5M |
| 2 |
OCM
One Capital Management
Westlake Village,
California
|
-$24.6M |
| 3 |
SIS
Strategic Investment Solutions
Orland Park,
Illinois
|
-$23.6M |
| 4 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$15.8M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$15.7M |
MOAT Hedge Fund Activity: Q4 2023 in Review
617 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar Wide Moat ETF (MOAT) for Q4 2023, worth a combined $8.36B — up 44% from $5.8B a quarter earlier.
Buyers outnumbered sellers: 131 funds opened new MOAT positions and 30 closed out — a net gain of 101 holders — while 293 added to existing stakes and 132 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $670M. The largest seller was TTP Investments, cutting an estimated $30.5M.
- 617 institutional investors held VanEck Morningstar Wide Moat ETF (MOAT) as of Q4 2023, up from 520 in Q3 2023.
- Funds reported $8.36B of VanEck Morningstar Wide Moat ETF stock for Q4 2023, up 44% quarter-over-quarter.
- 131 funds opened new VanEck Morningstar Wide Moat ETF positions in Q4 2023 and 30 closed out, a net change of +101 holders.
- The largest VanEck Morningstar Wide Moat ETF buyer in Q4 2023 was Morgan Stanley, an estimated $670M added.
- The largest VanEck Morningstar Wide Moat ETF seller in Q4 2023 was TTP Investments, an estimated $30.5M sold.
Based on aggregated 13F filings for Q4 2023.