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
FHA
401
Flagship Harbor Advisors
Massachusetts
$683K -$42.5K -489 -6%
BAM
402
Belpointe Asset Management
Nevada
$683K -$236K -2,719 -26%
NFSG
403
Newbridge Financial Services Group
Florida
$683K -$5.04K -58 -0.7%
CG
404
Clarus Group
Texas
$682K
ZIG
405
Zurich Insurance Group
Switzerland
$682K -$11.8M -135,421 -95%
VR
406
Valued Retirements
Texas
$664K
BEI
407
Benjamin Edwards Inc
Missouri
$659K -$9.04K -104 -1%
Tudor Investment Corp
408
Tudor Investment Corp
Connecticut
$654K +$656K +7,550 New
DFA
409
DHJJ Financial Advisors
Illinois
$642K +$53.4K +615 +9%
LSA
410
L & S Advisors
California
$640K +$642K +7,388 New
MWM
411
MGB Wealth Management
Texas
$638K
AWA
412
ARQ Wealth Advisors
Arizona
$637K +$70K +806 +12%
LSPW
413
Lake Street Private Wealth
Illinois
$633K -$16.5K -190 -3%
RVPG
414
Relative Value Partners Group
$633K +$635K +7,309 New
E
415
ETFidea
New York
$631K
RC
416
Randolph Company
Ohio
$618K +$38.3K +441 +7%
KWM
417
Kingsview Wealth Management
Oregon
$605K +$42.9K +494 +8%
GC
418
Gilbert & Cook
Iowa
$604K -$108K -1,239 -15%
SIC
419
Samalin Investment Counsel
New York
$590K +$22.5K +259 +4%
PGAM
420
Princeton Global Asset Management
New Jersey
$589K -$1.3K -15 -0.2%
BWP
421
Balboa Wealth Partners
Arizona
$580K -$541K -6,226 -48%
MIH
422
Meitav Investment House
Israel
$579K +$28K +322 +5%
3F
423
360 Financial
Minnesota
$572K -$10.8K -124 -2%
PW
424
Peninsula Wealth
California
$555K
MW
425
Members Wealth
Pennsylvania
$551K +$497K +5,716 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.