VanEck Morningstar Wide Moat ETF
MOAT
713 hedge funds and large institutions have $9.13B invested in VanEck Morningstar Wide Moat ETF in 2024 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 295 increasing their positions, 219 reducing their positions, and 44 closing their positions.
282% more call options, than puts
Call options by funds: $2.55M | Put options by funds: $668K
123% more first-time investments, than exits
New positions opened: 98 | Existing positions closed: 44
35% more repeat investments, than reductions
Existing positions increased: 295 | Existing positions reduced: 219
6% more funds holding
Funds holding: 672 → 713 (+41)
0.83% more ownership
Funds ownership: 59.07% → 59.89% (+0.83%)
4% less capital invested
Capital invested by funds: $9.55B → $9.13B (-$419M)
2% less funds holding in top 10
Funds holding in top 10: 105 → 103 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFIM
Mesirow Financial Investment Management
Chicago,
Illinois
|
+$82.7M |
| 2 |
Jones Financial Companies
Des Peres,
Missouri
|
+$25.1M |
| 3 |
Morgan Stanley
New York
|
+$17M |
| 4 |
B
Barings
Charlotte,
North Carolina
|
+$13.5M |
| 5 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$12.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$57M |
| 2 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
-$56.3M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
-$47.9M |
| 4 |
OCBCO
Oversea-Chinese Banking Corp (OCBC)
Singapore
|
-$30.8M |
| 5 |
Two Sigma Investments
New York
|
-$30.2M |
MOAT Hedge Fund Activity: Q4 2024 in Review
713 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar Wide Moat ETF (MOAT) for Q4 2024, worth a combined $9.13B — down 4.4% from $9.55B a quarter earlier.
Buyers outnumbered sellers: 98 funds opened new MOAT positions and 44 closed out — a net gain of 54 holders — while 295 added to existing stakes and 219 trimmed.
The largest buyer was Mesirow Financial Investment Management, adding an estimated $82.7M. The largest seller was LPL Financial, cutting an estimated $57M.
- 713 institutional investors held VanEck Morningstar Wide Moat ETF (MOAT) as of Q4 2024, up from 672 in Q3 2024.
- Funds reported $9.13B of VanEck Morningstar Wide Moat ETF stock for Q4 2024, down 4.4% quarter-over-quarter.
- 98 funds opened new VanEck Morningstar Wide Moat ETF positions in Q4 2024 and 44 closed out, a net change of +54 holders.
- The largest VanEck Morningstar Wide Moat ETF buyer in Q4 2024 was Mesirow Financial Investment Management, an estimated $82.7M added.
- The largest VanEck Morningstar Wide Moat ETF seller in Q4 2024 was LPL Financial, an estimated $57M sold.
Based on aggregated 13F filings for Q4 2024.