We are live on ! Find out more
MOAT icon

VanEck Morningstar Wide Moat ETF
MOAT

713 hedge funds and large institutions have $9.13B invested in VanEck Morningstar Wide Moat ETF in 2024 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 295 increasing their positions, 219 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

282% more call options, than puts

Call options by funds: $2.55M | Put options by funds: $668K

123% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 44

35% more repeat investments, than reductions

Existing positions increased: 295 | Existing positions reduced: 219

6% more funds holding

Funds holding: 672 → 713 (+41)

0.83% more ownership

Funds ownership: 59.07% → 59.89% (+0.83%)

4% less capital invested

Capital invested by funds: $9.55B → $9.13B (-$419M)

2% less funds holding in top 10

Funds holding in top 10: 105 → 103 (-2)

Holders
713
Holders Change
+41
Holders Change %
+6.1%
% of All Funds
9.39%
Holding in Top 10
103
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.9%
% of All Funds
1.36%
New
98
Increased
295
Reduced
219
Closed
44
Calls
$2.55M
Puts
$668K
Net Calls
+$1.88M
Net Calls Change
-$445K

Top Buyers

Rank Fund Capital Flow
1
MFIM
Mesirow Financial Investment Management
Illinois
+$82.7M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$25.1M
3
Morgan Stanley
Morgan Stanley
New York
+$17M
4
B
Barings
North Carolina
+$13.5M
5
AAS
Avantax Advisory Services
Texas
+$12.9M

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$57M
2
MIS
Morningstar Investment Services
Illinois
-$56.3M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$47.9M
4
OCBCO
Oversea-Chinese Banking Corp (OCBC)
Singapore
-$30.8M
5
Two Sigma Investments
Two Sigma Investments
New York
-$30.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
26
OneDigital Investment Advisors
Kansas
$61.8M -$7M -72,633 -10%
ERFOTCOFW
27
Employees Retirement Fund of the City of Fort Worth
Texas
$61.4M – – –
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$55.4M +$2.98M +30,953 +5%
SWA
29
SFMG Wealth Advisors
Texas
$54.1M -$22.8K -237 -0%
AF
30
Apexium Financial
Texas
$53.5M +$1.87M +19,388 +3%
VCM
31
Verde Capital Management
Michigan
$52.6M +$148K +1,535 +0.3%
WMWM
32
Whitaker-Myers Wealth Managers
Ohio
$51.7M +$3.31M +34,389 +7%
TI
33
TTP Investments
California
$49.7M +$1.31M +13,625 +3%
Wealth Enhancement Advisory Services
34
Wealth Enhancement Advisory Services
Minnesota
$49.5M -$1.22M -12,630 -2%
KLI
35
Kelman-Lazarov Inc
Tennessee
$48.7M -$2.16M -22,465 -4%
RCG
36
Regatta Capital Group
California
$48.6M +$1.48M +15,373 +3%
PAG
37
Private Advisor Group
New Jersey
$48.6M -$3.47M -36,072 -6%
Stifel Financial
38
Stifel Financial
Missouri
$46.6M +$4.2M +43,580 +10%
FMN
39
Financial Management Network
California
$46.1M +$900K +9,343 +2%
CI
40
Ceera Investments
Texas
$45.3M +$2.17M +22,565 +5%
FIBT
41
First International Bank & Trust
North Dakota
$45.1M +$1.83M +18,984 +4%
TWM
42
Tanager Wealth Management
United Kingdom
$44.4M +$3.11M +32,327 +7%
LS
43
Leelyn Smith
Illinois
$43M +$1.54M +15,999 +4%
CFA
44
Cahill Financial Advisors
Minnesota
$42.6M +$410K +4,256 +0.9%
SI
45
Stephens Inc
Arkansas
$37.8M -$193K -2,004 -0.5%
Mirae Asset Global Investments
46
Mirae Asset Global Investments
South Korea
$37M -$2.78M -28,900 -7%
HG
47
Harbor Group
New Hampshire
$35.4M +$1.29M +13,423 +4%
Bank of New York Mellon
48
Bank of New York Mellon
New York
$35.1M -$19.9M -206,136 -35%
SAM
49
Summit Asset Management
Tennessee
$34M +$1.46M +15,140 +4%
GCM
50
G2 Capital Management
Ohio
$32.9M +$734K +7,619 +2%
1
2
3 4 5

MOAT Hedge Fund Activity: Q4 2024 in Review

713 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar Wide Moat ETF (MOAT) for Q4 2024, worth a combined $9.13B — down 4.4% from $9.55B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new MOAT positions and 44 closed out — a net gain of 54 holders — while 295 added to existing stakes and 219 trimmed.

The largest buyer was Mesirow Financial Investment Management, adding an estimated $82.7M. The largest seller was LPL Financial, cutting an estimated $57M.

  • 713 institutional investors held VanEck Morningstar Wide Moat ETF (MOAT) as of Q4 2024, up from 672 in Q3 2024.
  • Funds reported $9.13B of VanEck Morningstar Wide Moat ETF stock for Q4 2024, down 4.4% quarter-over-quarter.
  • 98 funds opened new VanEck Morningstar Wide Moat ETF positions in Q4 2024 and 44 closed out, a net change of +54 holders.
  • The largest VanEck Morningstar Wide Moat ETF buyer in Q4 2024 was Mesirow Financial Investment Management, an estimated $82.7M added.
  • The largest VanEck Morningstar Wide Moat ETF seller in Q4 2024 was LPL Financial, an estimated $57M sold.

Based on aggregated 13F filings for Q4 2024.