We are live on ! Find out more
MOAT icon

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
RIA
501
Regal Investment Advisors
Michigan
$299K -$3.13K -36 -1%
FTDI
502
First Trust Direct Indexing
Massachusetts
$297K -$14.1K -162 -5%
GWP
503
Gateway Wealth Partners
Wisconsin
$294K +$26K +299 +10%
VCM
504
Vivaldi Capital Management
Illinois
$288K
JIC
505
Johnson Investment Counsel
Ohio
$284K +$86.9K +1,000 +44%
AWM
506
Ameliora Wealth Management
Switzerland
$281K
WCM
507
Westend Capital Management
California
$281K -$14.4K -166 -5%
CA
508
Crewe Advisors
Utah
$279K +$39K +449 +16%
VPP
509
Vertex Planning Partners
Illinois
$278K
FWM
510
Fairhaven Wealth Management
Illinois
$275K +$2.17K +25 +0.8%
BC
511
Barnett & Company
Tennessee
$274K -$5.47K -63 -2%
AWA
512
Arkadios Wealth Advisors
Georgia
$273K +$274K +3,156 New
MCP
513
Mirador Capital Partners
California
$272K
ESB
514
Essex Savings Bank
Connecticut
$270K -$12.8K -147 -4%
HW
515
Hancock Whitney
Mississippi
$268K
MOS
516
MGO One Seven
Ohio
$267K +$268K +3,088 New
MMM
517
Mendel Money Management
Illinois
$262K +$29.5K +339 +13%
RFN
518
Redwood Financial Network
Ohio
$257K -$73.8K -849 -22%
OCM
519
One Capital Management
California
$256K -$8.86K -102 -3%
PCS
520
Private Client Services
Kentucky
$251K +$16.7K +192 +7%
Fisher Asset Management
521
Fisher Asset Management
Washington
$251K +$252K +2,898 New
SAW
522
Signal Advisors Wealth
Michigan
$247K -$4.76M -54,732 -95%
MIM
523
Miller Investment Management
Pennsylvania
$243K
PAS
524
Park Avenue Securities
New York
$242K +$6.86K +79 +3%
SIM
525
Seaview Investment Managers
Florida
$239K -$6.08K -70 -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.