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VanEck Morningstar Wide Moat ETF

672 hedge funds and large institutions have $9.55B invested in VanEck Morningstar Wide Moat ETF in 2024 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 277 increasing their positions, 227 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

320% more call options, than puts

Call options by funds: $3.05M | Put options by funds: $727K

59% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 37

22% more repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 227

14% more capital invested

Capital invested by funds: $8.37B → $9.55B (+$1.17B)

12% more funds holding in top 10

Funds holding in top 10: 94105 (+11)

2% more funds holding

Funds holding: 658672 (+14)

0.77% more ownership

Funds ownership: 58.3%59.07% (+0.77%)

Holders
672
Holders Change
+14
Holders Change %
+2.13%
% of All Funds
9.65%
Holding in Top 10
105
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+11.7%
% of All Funds
1.51%
New
59
Increased
277
Reduced
227
Closed
37
Calls
$3.05M
Puts
$727K
Net Calls
+$2.33M
Net Calls Change
+$240K
Name Holding Trade Value Shares
Change
Change in
Stake
SC
401
Scotia Capital
Ontario, Canada
$870K -$44.6K -488 -5%
SBWIC
402
Schaper Benz & Wise Investment Counsel
Wisconsin
$866K +$10.1K +110 +1%
KWM
403
Kaydan Wealth Management
Michigan
$854K
AW
404
Atlas Wealth
Ohio
$851K -$771K -8,436 -49%
HSBC Holdings
405
HSBC Holdings
United Kingdom
$834K +$541K +5,919 +220%
ACA
406
Atlas Capital Advisors
Wyoming
$834K +$36.4K +398 +5%
WLPWM
407
Walled Lake Planning & Wealth Management
Illinois
$829K +$26.5K +290 +4%
TC
408
Trilogy Capital
California
$817K +$2.65K +29 +0.3%
BI
409
Beckerman Institutional
New Jersey
$813K +$767K +8,385 New
PFA
410
Petra Financial Advisors
Colorado
$809K +$763K +8,346 New
KFGK
411
Keystone Financial Group (Kentucky)
Kentucky
$795K +$749K +8,195 New
SFG
412
Sovereign Financial Group
Connecticut
$791K -$23.5K -257 -3%
VDBMI
413
Van Den Berg Management I
Texas
$787K -$251K -2,747 -25%
BWP
414
Balboa Wealth Partners
Arizona
$786K +$129K +1,407 +21%
SWA
415
Sax Wealth Advisors
New Jersey
$778K +$274 +3 +0%
FWA
416
FSC Wealth Advisors
New York
$771K -$3.02K -33 -0.4%
LPT
417
Legacy Private Trust
Wisconsin
$771K -$914 -10 -0.1%
AGP
418
Autumn Glory Partners
Texas
$768K -$33.5K -366 -4%
AWA
419
ARQ Wealth Advisors
Arizona
$765K +$61.3K +670 +9%
CG
420
Clarus Group
Texas
$761K -$2.47K -27 -0.3%
FHA
421
Flagship Harbor Advisors
Massachusetts
$746K -$18.3K -200 -3%
ZIG
422
Zurich Insurance Group
Switzerland
$744K
QP
423
Quartz Partners
New York
$743K +$701K +7,667 New
VR
424
Valued Retirements
Texas
$743K
CA
425
Calton & Associates
Florida
$718K +$677K +7,408 New

MOAT Hedge Fund Activity: Q3 2024 in Review

672 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar Wide Moat ETF (MOAT) for Q3 2024, worth a combined $9.55B — up 14% from $8.37B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new MOAT positions and 37 closed out — a net gain of 22 holders — while 277 added to existing stakes and 227 trimmed.

The largest buyer was LPL Financial, adding an estimated $56.1M. The largest seller was Bank of America, cutting an estimated $38.8M.

  • 672 institutional investors held VanEck Morningstar Wide Moat ETF (MOAT) as of Q3 2024, up from 658 in Q2 2024.
  • Funds reported $9.55B of VanEck Morningstar Wide Moat ETF stock for Q3 2024, up 14% quarter-over-quarter.
  • 59 funds opened new VanEck Morningstar Wide Moat ETF positions in Q3 2024 and 37 closed out, a net change of +22 holders.
  • The largest VanEck Morningstar Wide Moat ETF buyer in Q3 2024 was LPL Financial, an estimated $56.1M added.
  • The largest VanEck Morningstar Wide Moat ETF seller in Q3 2024 was Bank of America, an estimated $38.8M sold.

Based on aggregated 13F filings for Q3 2024.