BXM Wealth LLC Acquires 72,904 Shares of VanEck Morningstar Wide Moat ETF $MOAT

BXM Wealth LLC increased its stake in VanEck Morningstar Wide Moat ETF (BATS:MOAT) by 278.5% during the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 99,078 shares of the company’s stock after buying an additional 72,904 shares during the period. VanEck Morningstar Wide Moat ETF accounts for about 1.0% of BXM Wealth LLC’s holdings, making the stock its 28th largest holding. BXM Wealth LLC owned 0.07% of VanEck Morningstar Wide Moat ETF worth $10,261,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in MOAT. Savvy Advisors Inc. boosted its stake in VanEck Morningstar Wide Moat ETF by 500.5% during the 4th quarter. Savvy Advisors Inc. now owns 24,310 shares of the company’s stock valued at $2,518,000 after purchasing an additional 20,262 shares during the last quarter. Stratos Wealth Partners LTD. raised its stake in shares of VanEck Morningstar Wide Moat ETF by 17.5% in the fourth quarter. Stratos Wealth Partners LTD. now owns 21,371 shares of the company’s stock worth $2,213,000 after purchasing an additional 3,177 shares during the last quarter. Tritonpoint Wealth LLC lifted its holdings in shares of VanEck Morningstar Wide Moat ETF by 5.4% during the fourth quarter. Tritonpoint Wealth LLC now owns 2,803 shares of the company’s stock valued at $290,000 after purchasing an additional 143 shares in the last quarter. Philip James Wealth Mangement LLC lifted its holdings in shares of VanEck Morningstar Wide Moat ETF by 1.3% during the fourth quarter. Philip James Wealth Mangement LLC now owns 119,634 shares of the company’s stock valued at $12,389,000 after purchasing an additional 1,482 shares in the last quarter. Finally, Element Squared LLC boosted its position in shares of VanEck Morningstar Wide Moat ETF by 59.2% during the fourth quarter. Element Squared LLC now owns 22,612 shares of the company’s stock valued at $2,342,000 after buying an additional 8,406 shares during the last quarter.

VanEck Morningstar Wide Moat ETF Price Performance

Shares of BATS MOAT opened at $96.56 on Monday. The firm’s 50-day moving average price is $102.44 and its 200-day moving average price is $102.54. VanEck Morningstar Wide Moat ETF has a 52-week low of $75.43 and a 52-week high of $108.10. The company has a market cap of $13.04 billion, a PE ratio of 22.53 and a beta of 1.02.

VanEck Morningstar Wide Moat ETF Company Profile

The VanEck Morningstar Wide Moat ETF (MOAT) is an exchange-traded fund that is based on the Morningstar Wide Moat Focus 20 index. The fund tracks a staggered, equal-weighted index of 40 US companies that Morningstar determines to have the highest fair value among firms with a sustainable competitive advantage. MOAT was launched on Apr 25, 2012 and is managed by VanEck.