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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
JCM
676
Jacobi Capital Management
Pennsylvania
-$576K -6,412 Closed
KFGK
677
Keystone Financial Group (Kentucky)
Kentucky
-$498K -5,540 Closed
LAS
678
Lloyd Advisory Services
Georgia
-$485K -5,400 Closed
CCM
679
Ciovacco Capital Management
Georgia
-$446K -4,960 Closed
C
680
CEDRUS
Colorado
-$313K -3,483 Closed
SWA
681
Strategies Wealth Advisors
Michigan
-$265K -2,946 Closed
TAM
682
Tealwood Asset Management
Minnesota
-$242K -2,687 Closed
PCIA
683
Prime Capital Investment Advisors
Kansas
-$240K -2,670 Closed
PCA
684
Pallas Capital Advisors
Massachusetts
-$222K -2,471 Closed
GM
685
GeoWealth Management
Illinois
-$218K -2,422 Closed
PWG
686
Portside Wealth Group
Utah
-$212K -2,363 Closed
CA
687
Calton & Associates
Florida
-$204K -2,274 Closed
TYCC
688
Texas Yale Capital Corp
Florida
-$202K -2,250 Closed
TNB
689
Thomasville National Bank
Georgia
-$201K -2,234 Closed
IPW
690
Impact Partnership Wealth
Georgia
-$95.6K -1,063 Closed
SFC
691
SYM Financial Corp
Indiana
-$62.9K -700 Closed
SMA
692
Sage Mountain Advisors
Georgia
-$50.3K -559 Closed
N
693
Natixis
France
-$34.4K -383 Closed
PCA
694
Providence Capital Advisors
North Carolina
-$24.8K -276 Closed
WT
695
Washington Trust
Rhode Island
-$10.2K -113 Closed
KIG
696
Kessler Investment Group
Indiana
-$8.99K -100 Closed
WIC
697
Woodmont Investment Counsel
Tennessee
-$7.28K -81 Closed
HT
698
Headlands Technologies
Illinois
-$6.92K -77 Closed
BHWM
699
Beaird Harris Wealth Management
Texas
-$4.86K -54 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.