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VanEck Morningstar Wide Moat ETF
MOAT

672 hedge funds and large institutions have $9.55B invested in VanEck Morningstar Wide Moat ETF in 2024 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 277 increasing their positions, 227 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

320% more call options, than puts

Call options by funds: $3.05M | Put options by funds: $727K

59% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 37

22% more repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 227

14% more capital invested

Capital invested by funds: $8.37B → $9.55B (+$1.17B)

12% more funds holding in top 10

Funds holding in top 10: 94 → 105 (+11)

2% more funds holding

Funds holding: 658 → 672 (+14)

0.77% more ownership

Funds ownership: 58.3% → 59.07% (+0.77%)

Holders
672
Holders Change
+14
Holders Change %
+2.13%
% of All Funds
9.65%
Holding in Top 10
105
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+11.7%
% of All Funds
1.51%
New
59
Increased
277
Reduced
227
Closed
37
Calls
$3.05M
Puts
$727K
Net Calls
+$2.33M
Net Calls Change
+$240K

Top Buyers

1
LPL Financial
LPL Financial
California
+$56.1M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$45.2M
3
AAS
Avantax Advisory Services
Texas
+$36.1M
4
RWA
Redhawk Wealth Advisors
Minnesota
+$28.7M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$23.2M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$38.8M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$25M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$23.8M
4
PAG
Private Advisor Group
New Jersey
-$18.2M
5
UBS Group
UBS Group
Switzerland
-$17.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
SW
676
Simplicity Wealth
New Jersey
– -$1.52M -17,542 Closed
BFG
677
Bleakley Financial Group
New Jersey
– -$1.27M -14,675 Closed
KCFA
678
Key Client Fiduciary Advisors
New Jersey
– -$1.15M -13,258 Closed
LC
679
Legacy CG
Texas
– -$845K -9,751 Closed
Tudor Investment Corp
680
Tudor Investment Corp
Connecticut
– -$654K -7,550 Closed
LSPW
681
Lake Street Private Wealth
Illinois
– -$633K -7,309 Closed
AMBIA
682
Allen Mooney & Barnes Investment Advisors
Georgia
– -$527K -6,089 Closed
ZIMP
683
Zimmermann Investment Management & Planning
Pennsylvania
– -$491K -5,674 Closed
BJL
684
Brighton Jones LLC
Washington
– -$468K -5,408 Closed
MA
685
Marquette Associates
Illinois
– -$413K -4,770 Closed
TI
686
Trexquant Investment
Connecticut
– -$360K -4,162 Closed
RFN
687
Redwood Financial Network
Ohio
– -$257K -2,966 Closed
Fisher Asset Management
688
Fisher Asset Management
Washington
– -$251K -2,898 Closed
SAM
689
SP Asset Management
California
– -$219K -2,525 Closed
VVP
690
Venture Visionary Partners
Ohio
– -$218K -2,514 Closed
AG
691
Advocate Group
Minnesota
– -$207K -2,387 Closed
IA
692
IFG Advisory
Georgia
– -$206K -2,383 Closed
CAM
693
Clarity Asset Management
Iowa
– -$196K -2,257 Closed
LIA
694
Lynx Investment Advisory
District of Columbia
– -$172K -1,989 Closed
SA
695
Scarborough Advisors
Maryland
– -$75.5K -872 Closed
WIA
696
Wetzel Investment Advisors
Indiana
– -$77K -856 Closed
Simplex Trading
697
Simplex Trading
Illinois
– -$58K -676 Closed
PB
698
Pinnacle Bancorp
Nebraska
– -$58.2K -672 Closed
TSWM
699
Tyler-Stone Wealth Management
Ohio
– -$43.3K -500 Closed
MG
700
Mather Group
Illinois
– -$32K -356 Closed
25 26 27
28
29

MOAT Hedge Fund Activity: Q3 2024 in Review

672 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar Wide Moat ETF (MOAT) for Q3 2024, worth a combined $9.55B — up 14% from $8.37B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new MOAT positions and 37 closed out — a net gain of 22 holders — while 277 added to existing stakes and 227 trimmed.

The largest buyer was LPL Financial, adding an estimated $56.1M. The largest seller was Bank of America, cutting an estimated $38.8M.

  • 672 institutional investors held VanEck Morningstar Wide Moat ETF (MOAT) as of Q3 2024, up from 658 in Q2 2024.
  • Funds reported $9.55B of VanEck Morningstar Wide Moat ETF stock for Q3 2024, up 14% quarter-over-quarter.
  • 59 funds opened new VanEck Morningstar Wide Moat ETF positions in Q3 2024 and 37 closed out, a net change of +22 holders.
  • The largest VanEck Morningstar Wide Moat ETF buyer in Q3 2024 was LPL Financial, an estimated $56.1M added.
  • The largest VanEck Morningstar Wide Moat ETF seller in Q3 2024 was Bank of America, an estimated $38.8M sold.

Based on aggregated 13F filings for Q3 2024.