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
PFGIA
426
Patriot Financial Group Insurance Agency
Massachusetts
$550K -$85.8K -987 -13%
AWM
427
AE Wealth Management
Kansas
$535K +$123K +1,416 +30%
FHA
428
First Horizon Advisors
Tennessee
$531K +$4.34K +50 +0.8%
BCM
429
Beck Capital Management
Texas
$530K -$1.56K -18 -0.3%
AMBIA
430
Allen Mooney & Barnes Investment Advisors
Georgia
$527K -$2.03M -23,354 -79%
SVWAG
431
Sound View Wealth Advisors Group
Georgia
$524K +$107K +1,235 +26%
VFG
432
Victory Financial Group
Texas
$522K +$524K +6,025 New
SEP
433
Southland Equity Partners
Missouri
$515K -$348 -4 -0.1%
MCC
434
Money Concepts Capital
Florida
$509K -$148K -1,702 -22%
IF
435
Intrua Financial
Texas
$506K +$9.38K +108 +2%
MC
436
Moors & Cabot
Massachusetts
$503K -$8.69K -100 -2%
LC
437
Landaas & Company
Wisconsin
$493K -$57.1K -657 -10%
ZIMP
438
Zimmermann Investment Management & Planning
Pennsylvania
$491K -$1.64M -18,923 -77%
VCM
439
Vision Capital Management
Oregon
$488K
FSWA
440
Financial Synergies Wealth Advisors
Texas
$484K +$485K +5,583 New
FC
441
Fairscale Capital
New Hampshire
$473K +$460K +5,291 New
NS
442
NBC Securities
Alabama
$473K +$11.3K +130 +2%
SWM
443
SeaCrest Wealth Management
New York
$469K +$5.39K +62 +1%
BJL
444
Brighton Jones LLC
Washington
$468K +$17.4K +200 +4%
DA
445
Dash Acquisitions
California
$463K +$39.5K +455 +10%
AAS
446
Ameritas Advisory Services
Nebraska
$463K +$57.3K +659 +14%
NIWA
447
New Insight Wealth Advisors
California
$458K
KA
448
Kovack Advisors
Florida
$456K +$89.9K +1,035 +24%
ADL
449
Asset Dedication LLC
California
$450K +$3.13K +36 +0.7%
Bank of Montreal
450
Bank of Montreal
Ontario, Canada
$447K +$3.74K +43 +0.9%

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.