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VanEck Morningstar Wide Moat ETF
MOAT

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: 94 → 105 (+11)

2% more funds holding

Funds holding: 658 → 672 (+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

Top Buyers

1
LPL Financial
LPL Financial
California
+$56.1M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$45.2M
3
AAS
Avantax Advisory Services
Texas
+$36.1M
4
RWA
Redhawk Wealth Advisors
Minnesota
+$28.7M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$23.2M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$38.8M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$25M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$23.8M
4
PAG
Private Advisor Group
New Jersey
-$18.2M
5
UBS Group
UBS Group
Switzerland
-$17.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
26
Avantax Advisory Services
Texas
$71.3M +$36.1M +394,658 +116%
MIS
27
Morningstar Investment Services
Illinois
$66.6M -$1.75M -19,168 -3%
ERFOTCOFW
28
Employees Retirement Fund of the City of Fort Worth
Texas
$64.2M – – –
Bank of New York Mellon
29
Bank of New York Mellon
New York
$56.7M -$896K -9,800 -2%
SWA
30
SFMG Wealth Advisors
Texas
$56.6M +$524K +5,726 +1%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$55M -$12.7M -138,923 -20%
VCM
32
Verde Capital Management
Michigan
$54.9M -$2.23M -24,419 -4%
PAG
33
Private Advisor Group
New Jersey
$54.3M -$18.2M -199,541 -26%
AF
34
Apexium Financial
Texas
$54M +$3.65M +39,882 +8%
KLI
35
Kelman-Lazarov Inc
Tennessee
$53.1M +$602K +6,582 +1%
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$53M -$13.8M -150,636 -22%
WMWM
37
Whitaker-Myers Wealth Managers
Ohio
$50.7M +$1.05M +11,494 +2%
TI
38
TTP Investments
California
$50.7M +$4.61M +50,459 +11%
RCG
39
Regatta Capital Group
California
$49.4M +$4.64M +50,738 +11%
AllianceBernstein
40
AllianceBernstein
Tennessee
$47.9M +$45.2M +494,131 New
FMN
41
Financial Management Network
California
$46.9M +$1.44M +15,757 +3%
FIBT
42
First International Bank & Trust
North Dakota
$45.3M +$109K +1,187 +0.3%
CI
43
Ceera Investments
Texas
$45.1M +$1.07M +11,707 +3%
OCBCO
44
Oversea-Chinese Banking Corp (OCBC)
Singapore
$45M -$9.76M -106,699 -19%
Stifel Financial
45
Stifel Financial
Missouri
$44.5M +$1.97M +21,551 +5%
CFA
46
Cahill Financial Advisors
Minnesota
$44.2M -$3.63M -39,694 -8%
LS
47
Leelyn Smith
Illinois
$43.4M +$663K +7,249 +2%
TWM
48
Tanager Wealth Management
United Kingdom
$43.3M +$289K +3,165 +0.7%
Mirae Asset Global Investments
49
Mirae Asset Global Investments
South Korea
$41.5M +$265K +2,900 +0.7%
Jones Financial Companies
50
Jones Financial Companies
Missouri
$40.7M +$23.2M +253,366 +152%
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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.