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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
CP
626
Camelot Portfolios
Ohio
$17.3K +$17.4K +200 New
AAP
627
Arax Advisory Partners
Colorado
$17.3K
CAM
628
Creekmur Asset Management
Illinois
$14.3K -$3.56K -41 -20%
AWM
629
Avior Wealth Management
Nebraska
$14K +$2.52K +29 +22%
AW
630
Avion Wealth
Texas
$14K +$14.3K +164 New
MIA
631
Milestone Investment Advisors
Wisconsin
$12.6K +$12.6K +145 New
VanEck Associates
632
VanEck Associates
New York
$12K -$34.1K -392 -74%
Bessemer Group
633
Bessemer Group
New Jersey
$12K +$12.1K +139 New
TWP
634
Triad Wealth Partners
Kansas
$11.6K +$11.6K +134 New
HCP
635
Hexagon Capital Partners
Arkansas
$10.7K +$10.8K +124 New
OFG
636
Oxford Financial Group
Indiana
$10.1K +$10.2K +117 New
IRC
637
Investors Research Corp
Georgia
$10K +$10.1K +116 New
HFA
638
Hershey Financial Advisers
Pennsylvania
$9.53K +$9.56K +110 New
CPA
639
Clear Point Advisors
New York
$8.94K
RCM
640
Raleigh Capital Management
North Carolina
$8.66K +$8.69K +100 New
EC
641
EdgeRock Capital
Colorado
$8.57K +$8.6K +99 New
EWP
642
Elevation Wealth Partners
California
$7.36K
AIC
643
Archer Investment Corporation
Indiana
$7.19K
ITIM
644
Indiana Trust & Investment Management
Indiana
$6.24K
CPG
645
Cornerstone Planning Group
New Jersey
$5.5K -$2.61K -30 -32%
RWPA
646
Richard W. Paul & Associates
Michigan
$4.33K -$106K -1,223 -96%
CHA
647
Carmichael Hill & Associates
Maryland
$3.73K
LWANC
648
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.19K +$3.21K +37 New
NMG
649
New Millennium Group
Utah
$2.69K +$2.69K +31 New
CWC
650
Carolinas Wealth Consulting
North Carolina
$2.6K -$134K -1,544 -98%

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.