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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
9WM
301
9258 Wealth Management
Ohio
$2.38M -$35.8K -391 -2%
FFN
302
Focus Financial Network
Minnesota
$2.37M +$64.3K +703 +3%
EE
303
EWG Elevate
California
$2.37M -$689K -7,531 -24%
Wealthfront Advisers
304
Wealthfront Advisers
California
$2.35M +$160K +1,754 +8%
BCA
305
Bay Colony Advisors
Massachusetts
$2.33M +$173K +1,896 +9%
TB
306
Treynor Bancshares
Iowa
$2.32M +$405K +4,425 +23%
Northern Trust
307
Northern Trust
Illinois
$2.3M +$491K +5,373 +29%
CIA
308
Concurrent Investment Advisors
Florida
$2.3M +$421K +4,603 +24%
CSI
309
Cross Staff Investments
New York
$2.28M -$44.9K -491 -2%
LA
310
Lifeworks Advisors
Michigan
$2.24M -$138K -1,507 -6%
BEI
311
Benjamin Edwards Inc
Missouri
$2.21M +$1.39M +15,189 +200%
PS
312
Principal Securities
Iowa
$2.13M +$112K +1,220 +6%
TCM
313
Triumph Capital Management
Colorado
$2.13M +$32.6K +357 +2%
OLA
314
Oliver Luxxe Assets
New Jersey
$2.12M +$17.6K +192 +0.9%
GF
315
Gries Financial
Ohio
$2.1M +$832K +9,094 +72%
BFG
316
Berger Financial Group
Minnesota
$2.09M -$133K -1,458 -6%
JWCA
317
J.W. Cole Advisors
Florida
$2.07M +$48.5K +530 +3%
GSIAS
318
Garden State Investment Advisory Services
New Jersey
$2.04M
CCM
319
Cutler Capital Management
Massachusetts
$2.03M +$199K +2,175 +12%
FC
320
FCA Corp
Texas
$2.02M +$45.6K +499 +2%
National Bank of Canada
321
National Bank of Canada
Quebec, Canada
$1.96M +$55K +602 +3%
GS
322
GTS Securities
New York
$1.94M -$5.62M -61,463 -75%
CAM
323
Cresset Asset Management
Illinois
$1.92M
MWM
324
Meridian Wealth Management
Kentucky
$1.87M +$48.8K +534 +3%
SWP
325
Summit Wealth Partners
Florida
$1.86M -$11.9K -130 -0.7%

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.