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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
FPB
576
First PREMIER Bank
South Dakota
$92K
VWM
577
Venturi Wealth Management
Texas
$81.8K +$73.8K +849 +894%
TH
578
TCTC Holdings
Texas
$78.4K
FFL
579
Financial Freedom LLC
Ohio
$77K
WIA
580
Wetzel Investment Advisors
Indiana
$77K
SA
581
Scarborough Advisors
Maryland
$75.5K +$6.08K +70 +9%
EWM
582
EPG Wealth Management
Georgia
$73.2K -$73.4K -845 Closed
CT
583
Colonial Trust
South Carolina
$72.4K
FFA
584
Founders Financial Alliance
North Carolina
$72.1K
AFS
585
Annapolis Financial Services
Maryland
$70.3K +$70.6K +812 New
CA
586
CoreCap Advisors
Michigan
$67.8K -$3.32M -38,209 -98%
FFA
587
Farther Finance Advisors
California
$65.8K
S
588
SignatureFD
Georgia
$60.6K -$139K -1,605 -70%
PB
589
Pinnacle Bancorp
Nebraska
$58.2K
Simplex Trading
590
Simplex Trading
Illinois
$58K +$33.5K +385 +132%
MIFH
591
Migdal Insurance & Financial Holdings
Israel
$57K
GWS
592
Glassman Wealth Services
Virginia
$54.9K
CA
593
Centerpoint Advisors
Massachusetts
$53K
Barclays
594
Barclays
United Kingdom
$52.5K
CA
595
Clearstead Advisors
Ohio
$52K +$43.4K +500 +500%
CFB
596
Cullen/Frost Bankers
Texas
$49.7K +$49.9K +574 New
SIS
597
Sound Income Strategies
Florida
$46.3K +$6.08K +70 +15%
CA
598
Continuum Advisory
Idaho
$46K -$608 -7 -1%
CT
599
Clearstead Trust
Maine
$43.4K
Fifth Third Bancorp
600
Fifth Third Bancorp
Ohio
$43.3K

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.