We are live on ! Find out more
MOAT icon

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
Brown Advisory
351
Brown Advisory
Maryland
$1.19M -$118K -1,361 -9%
STA
352
Smith Thornton Advisors
Alabama
$1.15M +$1.15M +13,285 New
KCFA
353
Key Client Fiduciary Advisors
New Jersey
$1.15M +$2.61K +30 +0.2%
HVP
354
Hudson Value Partners
Florida
$1.11M +$71.2K +819 +7%
PF
355
Phoenix Financial
Israel
$1.1M -$443K -5,100 -29%
BFEC
356
Benjamin F. Edwards & Company
Missouri
$1.1M +$6.34K +73 +0.6%
WF
357
Warner Financial
Maryland
$1.09M
PWP
358
Principle Wealth Partners
Connecticut
$1.09M -$31.3K -360 -3%
GF
359
Gries Financial
Ohio
$1.09M -$1.58M -18,132 -59%
NP
360
Nilsine Partners
Colorado
$1.08M +$40.8K +470 +4%
DWM
361
Darwin Wealth Management
Florida
$1.08M +$188K +2,160 +21%
WTC
362
WhitTier Trust Company
Nevada
$1.06M
CPP
363
Capasso Planning Partners
South Carolina
$1.04M +$1.05M +12,064 New
PI
364
PFG Investments
New York
$1.03M +$1.04M +11,949 New
MAG
365
M3 Advisory Group
Massachusetts
$998K +$79.3K +913 +9%
RSWM
366
Robertson Stephens Wealth Management
California
$983K +$986K +11,353 New
RCM
367
Rain Capital Management
Oregon
$977K
SL
368
Sentinus LLC
Illinois
$974K -$3.3K -38 -0.3%
IC
369
IEQ Capital
California
$973K
PMG
370
ProVise Management Group
Florida
$968K -$50.5K -581 -5%
VDBMI
371
Van Den Berg Management I
Texas
$941K -$66.6K -766 -7%
TPCW
372
TD Private Client Wealth
New York
$933K +$388K +4,469 +71%
ACA
373
Ascension Capital Advisors
Texas
$933K +$77.4K +891 +9%
AA
374
Axiom Advisory
California
$903K +$903K +10,395 New
PM
375
Phraction Management
Connecticut
$896K

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.