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VanEck Morningstar Wide Moat ETF

672 hedge funds and large institutions have $9.55B invested in VanEck Morningstar Wide Moat ETF in 2024 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 277 increasing their positions, 227 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

320% more call options, than puts

Call options by funds: $3.05M | Put options by funds: $727K

59% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 37

22% more repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 227

14% more capital invested

Capital invested by funds: $8.37B → $9.55B (+$1.17B)

12% more funds holding in top 10

Funds holding in top 10: 94105 (+11)

2% more funds holding

Funds holding: 658672 (+14)

0.77% more ownership

Funds ownership: 58.3%59.07% (+0.77%)

Holders
672
Holders Change
+14
Holders Change %
+2.13%
% of All Funds
9.65%
Holding in Top 10
105
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+11.7%
% of All Funds
1.51%
New
59
Increased
277
Reduced
227
Closed
37
Calls
$3.05M
Puts
$727K
Net Calls
+$2.33M
Net Calls Change
+$240K
Name Holding Trade Value Shares
Change
Change in
Stake
RCAG
226
Rehmann Capital Advisory Group
Michigan
$4.59M -$37.1K -406 -0.9%
PPP
227
Private Portfolio Partners
New Jersey
$4.56M -$117K -1,278 -3%
FFA
228
Fortune Financial Advisors
Kansas
$4.56M +$119K +1,300 +3%
TFM
229
Trademark Financial Management
Minnesota
$4.56M -$3.62M -39,580 -46%
BMCM
230
Burns Matteson Capital Management
New York
$4.51M +$975K +10,659 +30%
PWM
231
Provident Wealth Management
Tennessee
$4.47M -$1.95M -21,271 -32%
SMC
232
Smith, Moore & Co
Missouri
$4.46M +$485K +5,300 +13%
CFG
233
Copley Financial Group
California
$4.26M +$4.02M +43,910 New
WA
234
Win Advisors
Florida
$4.24M +$4M +43,782 New
Kovitz Investment Group Partners
235
Kovitz Investment Group Partners
Illinois
$4.24M +$240K +2,621 +6%
JWBC
236
John W. Brooker & Co
California
$4.22M +$1.25M +13,640 +46%
FSA
237
Financial Services Advisory
Maryland
$4.2M +$3.96M +43,333 New
CIAS
238
Capital Investment Advisory Services
North Carolina
$4.19M +$228K +2,495 +6%
PIA
239
Panoramic Investment Advisors
Colorado
$4.18M +$3.95M +43,156 New
IF
240
IRON Financial
Illinois
$4.18M -$54.2K -593 -1%
PFA
241
Peak Financial Advisors
Colorado
$4.18M -$255K -2,791 -6%
DWP
242
Destiny Wealth Partners
Florida
$4.12M +$92.1K +1,007 +2%
GRP
243
Global Retirement Partners
California
$4.12M -$1.31M -14,354 -25%
William Blair & Company
244
William Blair & Company
Illinois
$4.11M +$123K +1,347 +3%
FFWM
245
Future Financial Wealth Management
Ohio
$4.09M +$129K +1,406 +3%
RJT
246
Raymond James Trust
Florida
$4.08M -$16.8K -184 -0.4%
WW
247
Westshore Wealth
California
$4.06M +$6.31K +69 +0.2%
LCM
248
Lunt Capital Management
Utah
$4.04M +$858K +9,388 +29%
BFO
249
Boston Family Office
Massachusetts
$3.99M +$103K +1,129 +3%
PM
250
Parametrica Management
Hong Kong
$3.97M +$3.75M +41,000 New

MOAT Hedge Fund Activity: Q3 2024 in Review

672 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar Wide Moat ETF (MOAT) for Q3 2024, worth a combined $9.55B — up 14% from $8.37B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new MOAT positions and 37 closed out — a net gain of 22 holders — while 277 added to existing stakes and 227 trimmed.

The largest buyer was LPL Financial, adding an estimated $56.1M. The largest seller was Bank of America, cutting an estimated $38.8M.

  • 672 institutional investors held VanEck Morningstar Wide Moat ETF (MOAT) as of Q3 2024, up from 658 in Q2 2024.
  • Funds reported $9.55B of VanEck Morningstar Wide Moat ETF stock for Q3 2024, up 14% quarter-over-quarter.
  • 59 funds opened new VanEck Morningstar Wide Moat ETF positions in Q3 2024 and 37 closed out, a net change of +22 holders.
  • The largest VanEck Morningstar Wide Moat ETF buyer in Q3 2024 was LPL Financial, an estimated $56.1M added.
  • The largest VanEck Morningstar Wide Moat ETF seller in Q3 2024 was Bank of America, an estimated $38.8M sold.

Based on aggregated 13F filings for Q3 2024.