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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
BWA
526
Burt Wealth Advisors
Maryland
$239K
RWA
527
Redhawk Wealth Advisors
Minnesota
$239K -$20.4M -235,169 -99%
VA
528
Valmark Advisers
Ohio
$236K -$99.4K -1,144 -30%
GJIA
529
Glass Jacobson Investment Advisors
Maryland
$234K +$41K +472 +21%
HIP
530
HUB Investment Partners
Texas
$233K -$81.7K -940 -26%
GMA
531
Glassy Mountain Advisors
Maryland
$233K +$20.2K +233 +9%
HSBC Holdings
532
HSBC Holdings
United Kingdom
$233K -$653K -7,511 -74%
CMI
533
Clare Market Investments
Texas
$232K -$19.6K -225 -8%
AssetMark Inc
534
AssetMark Inc
California
$228K +$203K +2,336 +800%
ATPW
535
Ashton Thomas Private Wealth
Arizona
$225K
SM
536
Sensible Money
Arizona
$224K
CAL
537
Capital Analysts LLC
Pennsylvania
$221K -$11.6K -134 -5%
LA
538
LPF Advisors
Florida
$219K
SAM
539
SP Asset Management
California
$219K
FAT
540
First American Trust
California
$218K
VVP
541
Venture Visionary Partners
Ohio
$218K +$218K +2,514 New
RMF
542
Red Mountain Financial
Colorado
$218K +$218K +2,512 New
WBCM
543
Wilson & Boucher Capital Management
California
$217K
ASN
544
Advisory Services Network
Georgia
$215K +$18.6K +214 +9%
CB
545
Commerce Bank
Missouri
$215K +$215K +2,478 New
WH
546
Willner & Heller
California
$213K +$8.69K +100 +4%
AWM
547
Avaii Wealth Management
Wisconsin
$210K -$3.21K -37 -2%
WA
548
Waddell & Associates
Tennessee
$210K +$782 +9 +0.4%
FCH
549
Freestone Capital Holdings
Washington
$209K +$1.82K +21 +0.9%
PCMC
550
Private Capital Management (Colorado)
Colorado
$209K +$52.1K +600 +33%

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.