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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
AW
326
Atlas Wealth
Ohio
$1.48M +$879K +10,114 +142%
EWM
327
Endowment Wealth Management
Wisconsin
$1.47M +$185K +2,125 +14%
CWM
328
Cornerstone Wealth Management
Missouri
$1.44M +$148K +1,707 +11%
RA
329
RFG Advisory
Alabama
$1.41M +$499K +5,748 +54%
US Bancorp
330
US Bancorp
Minnesota
$1.4M +$51.9K +597 +4%
PG
331
Patten Group
Tennessee
$1.4M -$70.6K -813 -5%
MWA
332
Merkkuri Wealth Advisors
New York
$1.37M +$1.38M +15,874 New
WWM
333
Wolff Wiese Magana
California
$1.36M -$76.6K -882 -5%
LFG
334
Larson Financial Group
Missouri
$1.33M +$308K +3,545 +30%
CAM
335
Cozad Asset Management
Illinois
$1.33M +$56K +645 +4%
CP
336
Castleview Partners
Texas
$1.32M +$8.69K +100 +0.7%
LAM
337
Lifestyle Asset Management
Texas
$1.32M -$1.47M -16,956 -53%
CIBC Private Wealth Group
338
CIBC Private Wealth Group
Georgia
$1.31M
KWA
339
Kingswood Wealth Advisors
California
$1.31M +$233K +2,683 +22%
EWA
340
Emergent Wealth Advisors
New York
$1.29M -$2.01M -23,177 -61%
DWM
341
Defined Wealth Management
Oregon
$1.27M -$3.3K -38 -0.3%
BFG
342
Bleakley Financial Group
New Jersey
$1.27M +$41.2K +474 +3%
GWANC
343
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.27M -$13.6K -157 -1%
ACA
344
Aptus Capital Advisors
Alabama
$1.27M -$13.6K -157 -1%
MSFS
345
Main Street Financial Solutions
Pennsylvania
$1.26M +$580K +6,672 +85%
WI
346
Wintrust Investments
Illinois
$1.24M -$8.69K -100 -0.7%
CWP
347
Concord Wealth Partners
Virginia
$1.24M +$60K +691 +5%
HBW
348
Hazlett, Burt & Watson
West Virginia
$1.23M +$192K +2,214 +19%
PP
349
Prudential plc
United Kingdom
$1.2M -$1.19M -13,690 -50%
CL
350
Choreo LLC
Illinois
$1.2M +$1.21M +13,951 New

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.