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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
TSWM
601
Tyler-Stone Wealth Management
Ohio
$43.3K +$43.4K +500 New
FG
602
Fairman Group
Pennsylvania
$41.1K +$41.3K +475 New
YDMI
603
Y.D. More Investments
Israel
$39K
CIA
604
Cape Investment Advisory
Georgia
$36.2K -$8.95K -103 -20%
AA
605
Addison Advisors
Vermont
$35.1K
SL
606
Salomon & Ludwin
Virginia
$34.6K
MG
607
Mather Group
Illinois
$32K +$30.9K +356 New
PA
608
Pineridge Advisors
Missouri
$31.3K
SSB
609
Sandy Spring Bank
Maryland
$31.2K
PMFA
610
Plante Moran Financial Advisors
Michigan
$27.9K -$608 -7 -2%
GGI
611
Godsey & Gibb Inc
Virginia
$26.3K +$26.4K +304 New
TSMHT
612
Thurston Springer Miller Herd & Titak
Indiana
$26K +$26.1K +300 New
TAM
613
Tucker Asset Management
Colorado
$25.6K -$1.13K -13 -4%
BCM
614
Basso Capital Management
Connecticut
$23.4K
CAS
615
Coppell Advisory Solutions
Texas
$22.5K +$22.6K +260 New
CFGS
616
Concourse Financial Group Securities
Alabama
$22.4K
VAG
617
VisionPoint Advisory Group
Texas
$22.3K
HFM
618
Hartford Financial Management
Connecticut
$21.4K +$956 +11 +5%
TFGT
619
TS Financial Group (TSFG)
Illinois
$19K
PFPT
620
Pinnacle Financial Partners (Tennessee)
Tennessee
$18.5K
CTWM
621
Cherry Tree Wealth Management
Minnesota
$18.1K
BF
622
BOK Financial
Oklahoma
$17.7K
IGWM
623
ICA Group Wealth Management
Colorado
$17.5K -$1.02M -11,795 -98%
GTAM
624
Global Trust Asset Management
Florida
$17.3K -$21.7K -250 -56%
HCM
625
Hollencrest Capital Management
California
$17.3K

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.