We are live on ! Find out more
MOAT icon

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
WCM
426
WealthBridge Capital Management
Ohio
$714K -$159K -1,741 -19%
KWM
427
Kingsview Wealth Management
Oregon
$709K +$29.5K +323 +5%
SIC
428
Samalin Investment Counsel
New York
$709K +$45.9K +502 +7%
MWM
429
MGB Wealth Management
Texas
$703K
AAS
430
Ameritas Advisory Services
Nebraska
$688K +$160K +1,752 +33%
HH
431
Hilltop Holdings
Texas
$681K +$642K +7,026 New
RC
432
Randolph Company
Ohio
$674K -$17.2K -188 -3%
AWM
433
Accurate Wealth Management
Florida
$670K +$631K +6,898 New
WPWM
434
Western Pacific Wealth Management
Illinois
$655K +$146K +1,600 +31%
E
435
ETFidea
New York
$651K -$51.9K -568 -8%
ECA
436
Elevated Capital Advisors
Utah
$647K -$4.94M -54,054 -89%
3F
437
360 Financial
Minnesota
$640K
PGAM
438
Princeton Global Asset Management
New Jersey
$633K -$25.1K -275 -4%
FSWA
439
Financial Synergies Wealth Advisors
Texas
$614K +$68.9K +754 +14%
PW
440
Peninsula Wealth
California
$613K
FHA
441
First Horizon Advisors
Tennessee
$613K +$17.6K +193 +3%
MC
442
Moors & Cabot
Massachusetts
$609K +$42.5K +465 +8%
SVWAG
443
Sound View Wealth Advisors Group
Georgia
$606K +$18.7K +204 +3%
1IA
444
1620 Investment Advisors
Massachusetts
$604K +$110K +1,204 +24%
BCM
445
Beck Capital Management
Texas
$602K +$8.14K +89 +1%
SEP
446
Southland Equity Partners
Missouri
$576K -$732 -8 -0.1%
PTC
447
Private Trust Company
Ohio
$576K -$239K -2,615 -31%
PFGIA
448
Patriot Financial Group Insurance Agency
Massachusetts
$569K -$43.3K -473 -7%
AWM
449
AE Wealth Management
Kansas
$564K -$32.5K -355 -6%
LSAG
450
Lake Street Advisors Group
New Hampshire
$563K +$113K +1,231 +27%

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.