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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
AG
551
Advocate Group
Minnesota
$207K +$207K +2,387 New
IA
552
IFG Advisory
Georgia
$206K +$207K +2,383 New
TFP
553
Traction Financial Partners
Wyoming
$205K -$32.7K -376 -14%
MA
554
MONECO Advisors
Connecticut
$204K -$26.5K -305 -11%
RFC
555
Regions Financial Corp
Alabama
$203K
MFG
556
Mosaic Financial Group
Illinois
$198K
Nomura Asset Management
557
Nomura Asset Management
Japan
$197K +$77.4K +891 +64%
CAM
558
Clarity Asset Management
Iowa
$196K -$1.04K -12 -0.5%
KFI
559
Key Financial Inc
Pennsylvania
$194K
IWP
560
IAG Wealth Partners
Wisconsin
$189K +$95K +1,093 +101%
FAM
561
Family Asset Management
South Carolina
$173K
LIA
562
Lynx Investment Advisory
District of Columbia
$172K +$173K +1,989 New
PA
563
Parallel Advisors
California
$168K
LWA
564
Lowe Wealth Advisors
Maryland
$159K -$21.7K -250 -12%
PFA
565
Pathway Financial Advisers
Indiana
$156K -$27.1K -312 -15%
RIL
566
Rothschild Investment LLC
Illinois
$150K -$31.8K -366 -17%
OSAM
567
O'Shaughnessy Asset Management
Connecticut
$149K +$55.2K +635 +59%
HNB
568
Huntington National Bank
Ohio
$133K
JFGIW
569
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$130K
Russell Investments Group
570
Russell Investments Group
United Kingdom
$130K +$127K +1,457 +3,469%
BBHC
571
Brown Brothers Harriman & Co
New York
$116K
BlackRock
572
BlackRock
New York
$108K +$109K +1,250 New
BNP Paribas Financial Markets
573
BNP Paribas Financial Markets
France
$104K +$105K +1,206 New
PAI
574
Pittenger & Anderson Inc
Nebraska
$104K
NP
575
NorthRock Partners
Minnesota
$101K

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.