Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

VANECK ETF TRUST (MOAT)

665 + Investors. Track Smart Money conviction in MOAT. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +42
Streak
1Q ▲
Buyers last Q
48%

Smart Money Signals — MOAT

Based on 664 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added MOAT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
664 hedge funds hold MOAT right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding MOAT is almost the same as a year ago (+18 funds, +3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 48% buying

309 buying330 selling
Last quarter: 330 funds reduced or exited vs 309 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
📈

More new buyers each quarter (+61 vs last Q)

new funds entering per quarter
Funds opening a new MOAT position: 61 → 44 → 36 → 97. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 27% medium ■ 15% new
383 out of 664 hedge funds have held MOAT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

73 → 61 → 44 → 36 → 97 new funds/Q
New funds entering each quarter: 61 → 44 → 36 → 97. A growing number of institutions are discovering MOAT each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 55% of holders stayed 2+ years

■ 55% veterans ■ 20% 1-2yr ■ 25% new
Of 665 current holders: 367 (55%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 37% AUM from major funds

37% from top-100 AUM funds
20 of 664 holders rank in the top 100 by AUM, accounting for 37% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: MOAT

How many hedge funds hold MOAT — quarterly history vs. share price
Quarterly hedge fund ownership of MOAT vs. share price

Market Analysis: MOAT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MOAT

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

41 top-rated funds 29 high-conviction
Consensus
7.0
/ 10
breadth
×
Elite
4.0
/ 10
conviction
Hedge Fund Positioning: MOAT
2026 Q1 Stats Unlock in 10 days 665 + Investors

Track Smart Money conviction in MOAT. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 665 624 6.57%
13F Shares 71M 72M -1.54%
Total Value $7.35B $7.16B 2.72%
New Positions 97 36 +61
Increased Positions 212 151 +61
Closed Positions 55 47 +8
Reduced Positions 278 325 -47
Total Calls 1 2 -50.0%
Total Puts 1 0 100%
PUT/CALL Ratio 1.0 0.0 Neutral

Statistics: MOAT

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Financial Highlights

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Institutional Holders (2026 Q1)

665 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in MOAT. Verified SEC 13F-HR filings.

Top 25 institutional holders of MOAT — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 CEERA INVESTMENTS, LLC 16.69% 393,572 $38.1M
2 Graver Capital Management, LLC 14.07% 191,550 $18.5M
3 Verde Capital Management 13.61% 658,249 $63.7M
4 KRM WEALTH MANAGEMENT L.L.C. 11.36% 200,093 $20.7M
5 Planned Solutions, Inc. 9.22% 291,485 $28.2M
6 Buttonwood Financial Advisors Inc. 8.88% 274,353 $26.5M
7 Provenance Wealth Advisors, LLC 8.87% 866,012 $83.7M
8 Beaumont Asset Management, L.L.C. 8.12% 186,512 $18.0M
9 Whitaker-Myers Wealth Managers, LTD. 7.82% 405,471 $39.2M
10 Kelman-Lazarov, Inc. 7.78% 561,025 $54.3M
11 Altus Wealth Group LLC 7.77% 196,074 $19.0M
12 Boyce & Associates Wealth Consulting, Inc. 7.51% 102,596 $9.9M
13 FINANCIAL MANAGEMENT NETWORK INC 7.14% 471,314 $46.6M
14 REGATTA CAPITAL GROUP, LLC 7.06% 482,403 $46.6M
15 Leelyn Smith, LLC 6.94% 511,612 $49.5M
16 46 Peaks LLC 6.80% 96,548 $9.3M
17 Harbor Group, Inc. 6.77% 484,623 $46.9M
18 American National Bank of Texas 6.52% 70,706 $6.8M
19 Etesian Wealth Advisors, Inc. 6.06% 196,364 $19.0M
20 Philadelphia Investment Partners, LLC 5.99% 91,115 $8.8M
21 Farrow Financial, Inc. 5.74% 104,611 $10.1M
22 Paller Financial Services Inc 5.67% 70,934 $6.9M
23 Summit Asset Management, LLC 5.21% 386,988 $37.4M
24 PURSUE WEALTH PARTNERS LLC 5.08% 87,987 $8.5M
25 Aspen Wealth Strategies, LLC 5.07% 98,218 $9.5M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — VANECK ETF TRUST (MOAT)

What does the Smart Money Trend signal show for MOAT?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added MOAT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for MOAT?

More sellers than buyers — 48% buying: Last quarter: 330 funds reduced or exited vs 309 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for MOAT holders?

Strong quality — 37% AUM from major funds: 20 of 664 holders rank in the top 100 by AUM, accounting for 37% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held MOAT?

58% of holders stayed for 2+ years: 383 out of 664 hedge funds have held MOAT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.