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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
PA
476
PFG Advisors
Arizona
$376K +$125K +1,441 +50%
PCMM
477
Piedmont Capital Management (Montana)
Montana
$372K
OSNBOA
478
Old Second National Bank of Aurora
Illinois
$369K -$17.1K -197 -4%
ETIA
479
Epic Trust Investment Advisors
Washington
$367K -$18.2K -210 -5%
MCA
480
Magnolia Capital Advisors
Mississippi
$363K +$365K +4,195 New
CRI
481
Colonial River Investments
Virginia
$361K +$48.7K +560 +16%
AWM
482
Axxcess Wealth Management
California
$361K +$362K +4,168 New
TI
483
Trexquant Investment
Connecticut
$360K +$362K +4,162 New
SFS
484
Stiles Financial Services
Minnesota
$352K -$37.7K -434 -10%
WCG
485
Weaver Consulting Group
California
$348K
SF
486
Synovus Financial
Georgia
$348K +$349K +4,019 New
AB
487
Atlas Brown
Kentucky
$346K +$2.95K +34 +0.9%
ACM
488
Advisors Capital Management
New Jersey
$345K
AQR Capital Management
489
AQR Capital Management
Connecticut
$329K +$5.13K +59 +2%
JIP
490
Jaffetilchin Investment Partners
Florida
$325K -$2.08K -24 -0.6%
PFG
491
Peterson Financial Group
Iowa
$321K +$322K +3,704 New
BOH
492
Bank of Hawaii
Hawaii
$315K
SC
493
Savant Capital
Illinois
$311K +$56.5K +650 +22%
TW
494
TritonPoint Wealth
Maryland
$310K -$88.7K -1,021 -22%
HNWA
495
Henrickson Nauta Wealth Advisors
Michigan
$308K
IIA
496
IPG Investment Advisors
California
$302K +$303K +3,491 New
FWP
497
FAS Wealth Partners
Kansas
$301K +$2.43K +28 +0.8%
TC
498
TownSquare Capital
Utah
$300K -$1.3K -15 -0.4%
AFP
499
Ausdal Financial Partners
Iowa
$300K -$36.6K -421 -11%
TCM
500
TD Capital Management
Tennessee
$300K

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.