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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
WS
276
Wedbush Securities
California
$2.42M +$321K +3,689 +15%
GVAG
277
Great Valley Advisor Group
Delaware
$2.4M -$2.59M -29,857 -52%
SI
278
SimpliFi Inc
California
$2.39M +$2.69K +31 +0.1%
CP
279
Creekside Partners
California
$2.3M +$2.31M +26,548 New
IA
280
Inspire Advisors
Idaho
$2.29M -$41.1K -473 -2%
Citadel Advisors
281
Citadel Advisors
Florida
$2.24M -$1.01M -11,600 -31%
SEIA
282
Signature Estate & Investment Advisors
California
$2.2M +$2.21M +25,423 New
SFPG
283
Stonebridge Financial Planning Group
Florida
$2.2M +$1.15M +13,280 +110%
PNC Financial Services Group
284
PNC Financial Services Group
Pennsylvania
$2.19M -$114K -1,315 -5%
9WM
285
9258 Wealth Management
Ohio
$2.16M +$109K +1,250 +5%
LSA
286
Lansing Street Advisors
Pennsylvania
$2.16M
HWA
287
HHM Wealth Advisors
Tennessee
$2.15M
CPIA
288
Cornell Pochily Investment Advisors
New York
$2.14M -$2.08K -24 -0.1%
LA
289
Lifeworks Advisors
Michigan
$2.14M -$139K -1,598 -6%
FFN
290
Focus Financial Network
Minnesota
$2.13M +$68.9K +793 +3%
CRWM
291
Castle Rock Wealth Management
California
$2.12M -$695 -8 -0%
CSI
292
Cross Staff Investments
New York
$2.08M +$22.8K +262 +1%
SWA
293
Stratos Wealth Advisors
Ohio
$2.05M +$1.82M +20,977 +763%
XF
294
XML Financial
Maryland
$2.05M +$1.36M +15,610 +192%
HP
295
Holistic Planning
Texas
$2.05M
EFA
296
Edge Financial Advisors
Illinois
$2.02M +$892K +10,261 +79%
BFG
297
Berger Financial Group
Minnesota
$1.99M -$322K -3,704 -14%
TW
298
Transform Wealth
Colorado
$1.96M -$315K -3,626 -14%
Wealthfront Advisers
299
Wealthfront Advisers
California
$1.95M +$35.5K +409 +2%
FIA
300
Foundations Investment Advisors
Arizona
$1.93M +$753K +8,665 +64%

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.