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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
BCA
301
Bay Colony Advisors
Massachusetts
$1.92M -$130K -1,494 -6%
OLA
302
Oliver Luxxe Assets
New Jersey
$1.88M -$174K -2,005 -8%
TCM
303
Triumph Capital Management
Colorado
$1.87M -$31.2K -359 -2%
GSIAS
304
Garden State Investment Advisory Services
New Jersey
$1.82M -$30.4K -350 -2%
Susquehanna International Group
305
Susquehanna International Group
Pennsylvania
$1.81M +$1.82M +20,955 New
JWCA
306
J.W. Cole Advisors
Florida
$1.8M +$22.9K +264 +1%
PS
307
Principal Securities
Iowa
$1.8M +$159K +1,825 +10%
FC
308
FCA Corp
Texas
$1.77M +$78.8K +907 +5%
UCB
309
United Community Bank
South Carolina
$1.76M +$125K +1,435 +8%
TSS
310
Two Sigma Securities
New York
$1.75M +$734K +8,445 +72%
TPWA
311
TRUE Private Wealth Advisors
Oregon
$1.74M +$412K +4,736 +31%
CAM
312
Cresset Asset Management
Illinois
$1.72M +$34.1K +392 +2%
National Bank of Canada
313
National Bank of Canada
Quebec, Canada
$1.7M +$254K +2,927 +17%
TB
314
Treynor Bancshares
Iowa
$1.69M -$783K -9,016 -32%
SWP
315
Summit Wealth Partners
Florida
$1.68M +$414K +4,768 +33%
CFCI
316
Comprehensive Financial Consultants Institutional
Indiana
$1.67M +$56.6K +651 +4%
CIA
317
Concurrent Investment Advisors
Florida
$1.65M +$340K +3,914 +26%
MWM
318
Meridian Wealth Management
Kentucky
$1.63M +$1.63M +18,788 New
CW
319
CreativeOne Wealth
Kansas
$1.62M +$282K +3,245 +21%
CCM
320
Cutler Capital Management
Massachusetts
$1.62M +$216K +2,490 +15%
Northern Trust
321
Northern Trust
Illinois
$1.59M -$25.3K -291 -2%
SAG
322
SageView Advisory Group
California
$1.56M +$1.57M +18,069 New
AWA
323
Arete Wealth Advisors
Illinois
$1.56M -$797K -9,169 -34%
MS
324
Madden Securities
Texas
$1.52M
SW
325
Simplicity Wealth
New Jersey
$1.52M +$64.2K +739 +4%

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.