We are live on ! Find out more
MOAT icon

VanEck Morningstar Wide Moat ETF

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: 94105 (+11)

2% more funds holding

Funds holding: 658672 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
501
Advisors Capital Management
New Jersey
$387K +$1.28K +14 +0.4%
PCMM
502
Piedmont Capital Management (Montana)
Montana
$379K -$30.9K -338 -8%
AFP
503
Ausdal Financial Partners
Iowa
$365K +$27.3K +298 +9%
JIP
504
Jaffetilchin Investment Partners
Florida
$364K
PFG
505
Peterson Financial Group
Iowa
$360K +$914 +10 +0.3%
SWM
506
Spire Wealth Management
Virginia
$357K -$77.7K -850 -19%
BOH
507
Bank of Hawaii
Hawaii
$352K
NWMG
508
National Wealth Management Group
Ohio
$348K +$328K +3,590 New
SC
509
Savant Capital
Illinois
$342K -$5.76K -63 -2%
FAT
510
First American Trust
California
$338K +$88K +962 +38%
MAS
511
Madden Advisory Services
Florida
$337K +$318K +3,474 New
TCM
512
TD Capital Management
Tennessee
$336K
MSR
513
Main Street Research
Connecticut
$332K +$313K +3,422 New
FTDI
514
First Trust Direct Indexing
Massachusetts
$329K -$2.83K -31 -0.9%
JSL
515
JT Stratford LLC
Georgia
$326K +$307K +3,360 New
VCM
516
Vivaldi Capital Management
Illinois
$322K
WCM
517
Westend Capital Management
California
$317K
PAS
518
Park Avenue Securities
New York
$317K +$43.6K +477 +17%
AWM
519
Ameliora Wealth Management
Switzerland
$315K
PCG
520
Prosperity Consulting Group
Maryland
$314K +$297K +3,243 New
GWP
521
Gateway Wealth Partners
Wisconsin
$310K -$17.5K -191 -6%
Renaissance Technologies
522
Renaissance Technologies
New York
$310K +$293K +3,200 New
FCH
523
Freestone Capital Holdings
Washington
$308K +$69.6K +761 +32%
MCP
524
Mirador Capital Partners
California
$304K
BC
525
Barnett & Company
Tennessee
$301K -$5.85K -64 -2%

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.