Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Vaneck ETF Trust (MOAT)

706 + 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
↑ +5
Streak
2Q ▲
Buyers last Q
39%

Smart Money Signals — MOAT

Based on 717 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, 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
717 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.
📶

Steady growth — +4% more funds vs a year ago

fund count last 6Q
+28 new funds entered over the past year (+4% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🔴

Heavy selling pressure — only 39% buying

256 buying393 selling
Last quarter: 393 funds sold vs only 256 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
⚠️

Fewer new buyers each quarter (-36 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 53 → 40 → 106 → 70. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 25% medium ■ 16% new
423 out of 717 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.
🚀

Acceleration phase — new buyers rushing in

67 → 53 → 40 → 106 → 70 new funds/Q
New funds entering each quarter: 53 → 40 → 106 → 70. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 58% veterans vs 22% newcomers

■ 58% veterans ■ 19% 1-2yr ■ 22% new
Entry-cohort mix of 718 holders: 420 (58%) are 2+ year veterans, 140 entered 1–2 years ago, and 158 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 37% AUM from major funds

37% from top-100 AUM funds
32 of 717 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.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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.

Institutional Sentiment Summary — MOAT

In 2026 Q1, 256 hedge funds were net buyers of MOAT (70 opened a new position, 186 added to an existing one), while 393 reduced or exited (328 trimmed, 65 sold completely) — a 39% buyer ratio, indicating net institutional distribution. Net buying has persisted for two consecutive quarters, a positive momentum signal. 37% of total institutional value in MOAT is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +5 funds (more new holders than closures). Total institutional holders: 717.

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.

Is It Too Late to Buy Vaneck ETF Trust (MOAT) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much MOAT has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 75d ago
MOAT
+6.4%
SPY
+14.1%

MOAT outperformed SPY by -7.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 30d ago
MOAT
+3.6%
SPY
+0.3%

Since the filing became public, MOAT outperformed SPY by +3.3% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

27 top-rated funds 32 high-conviction
Consensus
6.3
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: MOAT
706 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 706 711 -0.7%
13F Shares 70M 73M -3.93%
Total Value $6.65B $7.54B -11.81%
New Positions 68 106 -38
Increased Positions 183 221 -38
Closed Positions 73 60 +13
Reduced Positions 322 293 +29
Total Calls 1 1 -
Total Puts 0 1 -100.0%
PUT/CALL Ratio 0.0 1.0 Bullish

Statistics: MOAT

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

706 + investors

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

QUARTER:
Top 25 MOAT holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Boulay Financial Advisors, LLC 24.64% 2,220,212 $214.7M
2 Ceera Investments, LLC 16.69% 393,572 $38.1M
3 Graver Capital Management, LLC 14.07% 191,550 $18.5M
4 Verde Capital Management 13.61% 658,249 $63.7M
5 Krm Wealth Management L.L.C. 11.36% 200,093 $20.7M
6 G2 Capital Management, LLC / Oh 9.51% 404,482 $39.1M
7 Planned Solutions, Inc. 9.22% 291,485 $28.2M
8 Buttonwood Financial Advisors Inc. 8.88% 274,353 $26.5M
9 Provenance Wealth Advisors, LLC 8.87% 866,012 $83.7M
10 Beaumont Asset Management, L.L.C. 8.12% 186,512 $18.0M
11 Whitaker-Myers Wealth Managers, LTD. 7.82% 405,471 $39.2M
12 Kelman-Lazarov, Inc. 7.78% 561,025 $54.3M
13 Altus Wealth Group LLC 7.77% 196,074 $19.0M
14 Boyce & Associates Wealth Consulting, Inc. 7.51% 102,596 $9.9M
15 Coastline Complete Wealth LLC 7.41% 123,709 $12.0M
16 Financial Management Network Inc 7.14% 471,314 $46.6M
17 Guilbault Capital LLC 7.12% 67,241 $6.5M
18 Regatta Capital Group, LLC 7.06% 482,403 $46.6M
19 Leelyn Smith, LLC 6.94% 511,612 $49.5M
20 46 Peaks LLC 6.80% 96,548 $9.3M
21 Harbor Group, Inc. 6.77% 484,623 $46.9M
22 American National Bank of Texas 6.52% 70,706 $6.8M
23 Etesian Wealth Advisors, Inc. 6.06% 196,364 $19.0M
24 Philadelphia Investment Partners, LLC 5.99% 91,115 $8.8M
25 Farrow Financial, Inc. 5.74% 104,611 $10.1M
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 — 2 quarters in a row: For 2 consecutive quarters, 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?

Heavy selling pressure — only 39% buying: Last quarter: 393 funds sold vs only 256 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for MOAT holders?

Strong quality — 37% AUM from major funds: 32 of 717 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?

59% of holders stayed for 2+ years: 423 out of 717 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.

Is it too late to buy Vaneck ETF Trust (MOAT) following the 2026 Q1 hedge fund 13F filings?

As of today, MOAT has moved +3.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.3% for the SPY sector ETF — an outperformance of +3.3%. Since the quarter end (March 31, 2026), MOAT has gained +6.4% vs +14.1% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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