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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
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$61.8M +$5.04M +57,979 +9%
MIS
27
Morningstar Investment Services
Illinois
$61.4M -$1.53M -17,585 -2%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$61.1M -$12.1M -139,656 -17%
Wealth Enhancement Advisory Services
29
Wealth Enhancement Advisory Services
Minnesota
$60.4M -$177K -2,036 -0.3%
ERFOTCOFW
30
Employees Retirement Fund of the City of Fort Worth
Texas
$57.3M -$7.53M -86,690 -12%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$51.5M +$990K +11,389 +2%
VCM
32
Verde Capital Management
Michigan
$51.1M +$1.88M +21,692 +4%
SWA
33
SFMG Wealth Advisors
Texas
$50.1M -$40.8K -470 -0.1%
OCBCO
34
Oversea-Chinese Banking Corp (OCBC)
Singapore
$49.4M -$2.1M -24,164 -4%
KLI
35
Kelman-Lazarov Inc
Tennessee
$46.9M -$313K -3,599 -0.7%
AF
36
Apexium Financial
Texas
$44.8M +$1.15M +13,275 +3%
WMWM
37
Whitaker-Myers Wealth Managers
Ohio
$44.3M +$2.12M +24,415 +5%
CFA
38
Cahill Financial Advisors
Minnesota
$42.9M -$4.08M -46,977 -9%
TI
39
TTP Investments
California
$40.9M +$5.61M +64,615 +16%
FMN
40
Financial Management Network
California
$40.9M +$1.74M +20,024 +4%
FIBT
41
First International Bank & Trust
North Dakota
$40.4M +$287K +3,308 +0.7%
RCG
42
Regatta Capital Group
California
$39.7M +$1.18M +13,566 +3%
CI
43
Ceera Investments
Texas
$39.3M +$4.04M +46,484 +11%
TWM
44
Tanager Wealth Management
United Kingdom
$38.4M +$1.98M +22,810 +5%
LS
45
Leelyn Smith
Illinois
$38.1M -$26.4K -304 -0.1%
Stifel Financial
46
Stifel Financial
Missouri
$37.9M -$1.08M -12,404 -3%
Mirae Asset Global Investments
47
Mirae Asset Global Investments
South Korea
$37M
SI
48
Stephens Inc
Arkansas
$34.5M +$2.4M +27,604 +7%
SFA
49
Sequoia Financial Advisors
Ohio
$34M +$1.03M +11,843 +3%
HG
50
Harbor Group
New Hampshire
$31.3M +$688K +7,918 +2%

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.