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
CMI
551
Clare Market Investments
Texas
$250K -$9.14K -100 -4%
WA
552
Waddell & Associates
Tennessee
$246K +$10.9K +119 +5%
LA
553
LPF Advisors
Florida
$245K
HIP
554
HUB Investment Partners
Texas
$245K -$15.4K -168 -6%
SIM
555
Seaview Investment Managers
Florida
$243K -$24K -262 -9%
WBCM
556
Wilson & Boucher Capital Management
California
$242K
OSAM
557
O'Shaughnessy Asset Management
Connecticut
$242K +$70K +766 +45%
BWA
558
Burt Wealth Advisors
Maryland
$240K -$26.4K -289 -10%
SCA
559
Snowden Capital Advisors
New York
$239K +$226K +2,467 New
WH
560
Willner & Heller
California
$239K
AWM
561
Avaii Wealth Management
Wisconsin
$235K
PCMC
562
Private Capital Management (Colorado)
Colorado
$234K
PWG
563
Portside Wealth Group
Utah
$229K +$216K +2,363 New
TAM
564
Tealwood Asset Management
Minnesota
$227K +$214K +2,343 New
Susquehanna International Group
565
Susquehanna International Group
Pennsylvania
$226K -$1.7M -18,622 -89%
RFC
566
Regions Financial Corp
Alabama
$224K -$3.84K -42 -2%
Nomura Asset Management
567
Nomura Asset Management
Japan
$221K
MFG
568
Mosaic Financial Group
Illinois
$221K
TYCC
569
Texas Yale Capital Corp
Florida
$218K +$206K +2,250 New
KFI
570
Key Financial Inc
Pennsylvania
$217K
TNB
571
Thomasville National Bank
Georgia
$217K +$204K +2,234 New
TFP
572
Traction Financial Partners
Wyoming
$216K
ASN
573
Advisory Services Network
Georgia
$215K
MA
574
MONECO Advisors
Connecticut
$215K -$12.1K -132 -6%
BW
575
BIP Wealth
Georgia
$214K +$202K +2,209 New

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.