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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
WPWM
451
Western Pacific Wealth Management
Illinois
$446K
QEI
452
QSV Equity Investors
Illinois
$442K
IWC
453
Integrated Wealth Concepts
Massachusetts
$441K +$22.2K +256 +5%
1IA
454
1620 Investment Advisors
Massachusetts
$435K +$86.7K +998 +25%
SIS
455
Strategic Investment Solutions
Illinois
$434K +$544K +6,266 New
PHS
456
Pekin Hardy Strauss
Illinois
$430K +$71.3K +820 +20%
PIA
457
Perennial Investment Advisors
California
$420K -$19K -219 -4%
CG
458
CFO4Life Group
Texas
$420K
SL
459
SWMG LLC
Texas
$417K -$2.78K -32 -0.7%
MA
460
Marquette Associates
Illinois
$413K +$414K +4,770 New
MWM
461
Merriman Wealth Management
Washington
$411K
LCWP
462
Legacy Capital Wealth Partners
Arkansas
$409K +$411K +4,725 New
WFM
463
Wolff Financial Management
Michigan
$408K
STCOSD
464
Sageworth Trust Company of South Dakota
South Dakota
$405K
CFS
465
Commonwealth Financial Services
West Virginia
$400K +$22.6K +260 +6%
WF
466
Welch & Forbes
Massachusetts
$400K -$10.9K -125 -3%
LSAG
467
Lake Street Advisors Group
New Hampshire
$396K +$89.8K +1,034 +29%
CCP
468
Clarity Capital Partners
California
$393K +$2.52K +29 +0.6%
CIBC World Market
469
CIBC World Market
Ontario, Canada
$393K +$43.4K +499 +12%
SWM
470
Spire Wealth Management
Virginia
$393K -$27.5K -316 -7%
BWM
471
Blossom Wealth Management
California
$389K +$30.4K +350 +8%
FPAS
472
Focus Partners Advisor Solutions
Missouri
$388K -$12.2K -140 -3%
FCM
473
Family Capital Management
Michigan
$386K
WA
474
Waverly Advisors
Alabama
$379K +$81.9K +943 +27%
IAS
475
Insigneo Advisory Services
Florida
$378K -$76.1K -876 -17%

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.