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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
Prudential Financial
376
Prudential Financial
New Jersey
$891K -$479K -5,516 -35%
MWM
377
Mission Wealth Management
California
$885K -$13.3M -153,173 -94%
FCT
378
First Community Trust
Iowa
$864K
LC
379
Legacy CG
Texas
$845K -$6.54M -75,300 -89%
RFP
380
Root Financial Partners
California
$836K
BFWM
381
Bright Futures Wealth Management
New York
$833K -$693K -7,981 -46%
SC
382
Scotia Capital
Ontario, Canada
$820K +$20.8K +239 +3%
AIM
383
Anchor Investment Management
South Carolina
$818K -$134K -1,545 -14%
RFA
384
Resurgent Financial Advisors
Georgia
$808K -$811K -9,329 -50%
FFS
385
Founders Financial Securities
Maryland
$801K +$178K +2,052 +29%
WCM
386
WealthBridge Capital Management
Ohio
$789K +$90.2K +1,038 +13%
SBWIC
387
Schaper Benz & Wise Investment Counsel
Wisconsin
$764K +$50.7K +584 +7%
KWM
388
Kaydan Wealth Management
Michigan
$763K
IWM
389
Iams Wealth Management
Nebraska
$753K +$57K +656 +8%
PTC
390
Private Trust Company
Ohio
$741K -$231K -2,658 -24%
UAG
391
United Advisor Group
Ohio
$732K +$734K +8,453 New
SFG
392
Sovereign Financial Group
Connecticut
$729K +$106K +1,220 +17%
TC
393
Trilogy Capital
California
$727K -$179K -2,062 -20%
WLPWM
394
Walled Lake Planning & Wealth Management
Illinois
$715K +$96.5K +1,111 +16%
ACA
395
Atlas Capital Advisors
Wyoming
$710K -$54.3K -625 -7%
AGP
396
Autumn Glory Partners
Texas
$706K -$608 -7 -0.1%
KTM
397
Keeler Thomas Management
Utah
$696K -$437K -5,030 -38%
SWA
398
Sax Wealth Advisors
New Jersey
$694K +$77.3K +890 +12%
FWA
399
FSC Wealth Advisors
New York
$692K +$28.8K +332 +4%
LPT
400
Legacy Private Trust
Wisconsin
$690K +$56.1K +646 +9%

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.