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VanEck Morningstar Wide Moat ETF

658 hedge funds and large institutions have $8.37B invested in VanEck Morningstar Wide Moat ETF in 2024 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 272 increasing their positions, 212 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

446% more call options, than puts

Call options by funds: $2.56M | Put options by funds: $468K

76% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 42

28% more repeat investments, than reductions

Existing positions increased: 272 | Existing positions reduced: 212

4% more funds holding

Funds holding: 634658 (+24)

0.69% less ownership

Funds ownership: 59%58.3% (-0.69%)

3% less funds holding in top 10

Funds holding in top 10: 9794 (-3)

6% less capital invested

Capital invested by funds: $8.9B → $8.37B (-$524M)

Holders
658
Holders Change
+24
Holders Change %
+3.79%
% of All Funds
9.5%
Holding in Top 10
94
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.09%
% of All Funds
1.36%
New
74
Increased
272
Reduced
212
Closed
42
Calls
$2.56M
Puts
$468K
Net Calls
+$2.09M
Net Calls Change
+$172K
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
251
Collaborative Wealth Management
Florida
$3.15M +$142K +1,635 +5%
BMCM
252
Burns Matteson Capital Management
New York
$3.11M +$1.08M +12,389 +53%
DBIA
253
Dumont & Blake Investment Advisors
New Jersey
$3.09M +$1.64M +18,832 +112%
CPC
254
Cookson Peirce & Co
Pennsylvania
$3.07M -$302K -3,474 -9%
RFA
255
Rollins Financial Advisors
New York
$3.06M -$988K -11,375 -24%
SOS
256
Silver Oak Securities
Tennessee
$3.04M -$1.93M -22,159 -39%
SWM
257
SFG Wealth Management
Maryland
$2.98M +$12.7K +146 +0.4%
PA
258
Paragon Advisors
Texas
$2.96M +$434K +4,997 +17%
FTUS
259
Flow Traders U.S.
New York
$2.8M +$970K +11,169 +53%
LCM
260
Lunt Capital Management
Utah
$2.8M +$971K +11,175 +53%
AO
261
Advisor OS
Illinois
$2.8M +$965K +11,106 +52%
S
262
Sunpointe
Missouri
$2.78M +$195K +2,239 +8%
EE
263
EWG Elevate
California
$2.77M +$221K +2,544 +9%
FPGT
264
Financial Partners Group (Tennessee)
Tennessee
$2.75M +$144K +1,654 +5%
Mercer Global Advisors
265
Mercer Global Advisors
Colorado
$2.66M +$1.04M +12,022 +64%
AFG
266
Atomi Financial Group
New York
$2.66M +$543K +6,254 +26%
WKSWA
267
White Knight Strategic Wealth Advisors
New Jersey
$2.64M -$51.6K -594 -2%
JWBC
268
John W. Brooker & Co
California
$2.58M +$126K +1,447 +5%
KAS
269
KPP Advisory Services
Kentucky
$2.57M -$2.57M -29,602 -50%
LOIM
270
Liberty One Investment Management
Illinois
$2.53M -$40.2K -463 -2%
Fidelity Investments
271
Fidelity Investments
Massachusetts
$2.51M +$382K +4,393 +18%
RIA
272
Realta Investment Advisors
Delaware
$2.51M -$2.26M -25,996 -47%
WWA
273
WCG Wealth Advisors
Nevada
$2.49M +$148K +1,704 +6%
BWM
274
BCS Wealth Management
Tennessee
$2.44M +$521 +6 +0%
OWA
275
Opal Wealth Advisors
New York
$2.42M +$29.9K +344 +1%

MOAT Hedge Fund Activity: Q2 2024 in Review

658 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar Wide Moat ETF (MOAT) for Q2 2024, worth a combined $8.37B — down 5.9% from $8.9B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new MOAT positions and 42 closed out — a net gain of 32 holders — while 272 added to existing stakes and 212 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $26.2M. The largest seller was Osaic Holdings, cutting an estimated $85.7M.

  • 658 institutional investors held VanEck Morningstar Wide Moat ETF (MOAT) as of Q2 2024, up from 634 in Q1 2024.
  • Funds reported $8.37B of VanEck Morningstar Wide Moat ETF stock for Q2 2024, down 5.9% quarter-over-quarter.
  • 74 funds opened new VanEck Morningstar Wide Moat ETF positions in Q2 2024 and 42 closed out, a net change of +32 holders.
  • The largest VanEck Morningstar Wide Moat ETF buyer in Q2 2024 was Royal Bank of Canada, an estimated $26.2M added.
  • The largest VanEck Morningstar Wide Moat ETF seller in Q2 2024 was Osaic Holdings, an estimated $85.7M sold.

Based on aggregated 13F filings for Q2 2024.