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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
VAMG
651
Voisard Asset Management Group
Michigan
$2.43K +$2.43K +28 New
CCM
652
Chilton Capital Management
Texas
$1.91K
EWA
653
EverSource Wealth Advisors
Alabama
$1.84K
HIA
654
Harbor Investment Advisory
Maryland
$1.56K +$1.56K +18 New
FHC
655
First Heartland Consultants
Missouri
$1.51K -$31.8K -366 -2%
TFA
656
Toth Financial Advisory
Virginia
$1.3K
RFG
657
REAP Financial Group
Texas
$433 +$434 +5 New
MA
658
MCF Advisors
Kentucky
$347
CWAF
659
Core Wealth Advisors (Florida)
Florida
-$19.3M -214,502 Closed
B
660
Barings
North Carolina
-$17M -188,768 Closed
DP
661
Denver PWM
Colorado
-$9.36M -106,990 Closed
KV
662
Kickstand Ventures
New York
-$7.3M -81,208 Closed
RL
663
Retireful LLC
Michigan
-$7.03M -78,210 Closed
LNC
664
Lincoln National Corp
Pennsylvania
-$4.18M -46,503 Closed
Qube Research & Technologies (QRT)
665
Qube Research & Technologies (QRT)
United Kingdom
-$3.1M -34,537 Closed
CBFP
666
Cedar Brook Financial Partners
Ohio
-$2.28M -25,352 Closed
HIC
667
Hartline Investment Corp
Illinois
-$2.13M -23,656 Closed
CIC
668
Carnegie Investment Counsel
Ohio
-$1.97M -21,891 Closed
CAG
669
Csenge Advisory Group
Florida
-$1.61M -17,893 Closed
Millennium Management
670
Millennium Management
New York
-$1.49M -16,585 Closed
NCFG
671
New Century Financial Group
New Jersey
-$1.39M -15,511 Closed
QC
672
Quadrature Capital
United Kingdom
-$1.32M -14,731 Closed
AL
673
Aspiriant LLC
California
-$1.21M -13,415 Closed
SSWM
674
Sheets Smith Wealth Management
North Carolina
-$987K -10,981 Closed
HA
675
Herold Advisors
New York
-$969K -10,776 Closed

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.