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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
HW
526
Hancock Whitney
Mississippi
$300K
LCWP
527
Legacy Capital Wealth Partners
Arkansas
$298K -$151K -1,650 -35%
VPP
528
Vertex Planning Partners
Illinois
$297K -$13K -142 -4%
ESB
529
Essex Savings Bank
Connecticut
$292K -$10.4K -114 -4%
EWA
530
Emergent Wealth Advisors
New York
$291K -$1.08M -11,834 -80%
GMA
531
Glassy Mountain Advisors
Maryland
$291K +$28.8K +315 +12%
OCM
532
One Capital Management
California
$287K
PCS
533
Private Client Services
Kentucky
$287K +$5.03K +55 +2%
AWA
534
Arkadios Wealth Advisors
Georgia
$286K -$19.2K -210 -7%
MOS
535
MGO One Seven
Ohio
$284K -$14.5K -159 -5%
WP
536
WMS Partners
Maryland
$283K +$267K +2,921 New
TSS
537
Two Sigma Securities
New York
$283K -$1.58M -17,248 -86%
CA
538
CoreCap Advisors
Michigan
$283K +$195K +2,133 +272%
WFM
539
Wolff Financial Management
Michigan
$282K -$165K -1,807 -38%
CA
540
CapWealth Advisors
Tennessee
$278K +$262K +2,867 New
FWM
541
Fairhaven Wealth Management
Illinois
$278K -$28.8K -315 -10%
GJIA
542
Glass Jacobson Investment Advisors
Maryland
$274K +$11.4K +125 +5%
MIM
543
Miller Investment Management
Pennsylvania
$272K
RIA
544
Regal Investment Advisors
Michigan
$266K -$64.9K -710 -21%
SWM
545
SeaCrest Wealth Management
New York
$260K -$250K -2,733 -50%
CB
546
Commerce Bank
Missouri
$260K +$18.3K +200 +8%
VA
547
Valmark Advisers
Ohio
$255K -$8.05K -88 -3%
RMF
548
Red Mountain Financial
Colorado
$254K +$9.6K +105 +4%
ATPW
549
Ashton Thomas Private Wealth
Arizona
$252K
SM
550
Sensible Money
Arizona
$251K

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.