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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
Cerity Partners
51
Cerity Partners
New York
$31M +$860K +9,899 +3%
GCM
52
G2 Capital Management
Ohio
$30M +$1.16M +13,317 +4%
SMG
53
Smart Money Group
Texas
$29.9M -$271K -3,122 -0.9%
TF
54
Tompkins Financial
New York
$29.8M +$860K +9,899 +3%
AAS
55
Avantax Advisory Services
Texas
$29.5M +$20.4M +234,277 +220%
EWA
56
EP Wealth Advisors
California
$29.4M -$315K -3,625 -1%
SAM
57
Summit Asset Management
Tennessee
$28.9M +$1.78M +20,480 +7%
PAWA
58
Palo Alto Wealth Advisors
California
$27.5M -$336K -3,862 -1%
SPIA
59
Steward Partners Investment Advisory
New York
$26.9M +$320K +3,683 +1%
GWM
60
Geneos Wealth Management
Colorado
$26.6M -$2.42M -27,867 -8%
BFA
61
Beaumont Financial Advisors
Massachusetts
$26.3M -$358K -4,123 -1%
PS
62
Planned Solutions
California
$25.5M -$134K -1,544 -0.5%
LFAS
63
Level Four Advisory Services
Texas
$25M -$6.5M -74,807 -21%
VWA
64
Visionary Wealth Advisors
Illinois
$24.4M -$578K -6,651 -2%
BAM
65
Beaumont Asset Management
Texas
$24.1M +$381K +4,385 +2%
MWM
66
MinichMacGregor Wealth Management
New York
$23.8M +$2.64M +30,429 +12%
MML Investors Services
67
MML Investors Services
Massachusetts
$21.7M -$5.91M -67,975 -21%
SWP
68
Stratos Wealth Partners
Ohio
$21.6M +$904K +10,401 +4%
NEPWA
69
New England Private Wealth Advisors
Massachusetts
$21.2M -$79.6K -916 -0.4%
BMM
70
Berkshire Money Management
Massachusetts
$20.4M +$774K +8,905 +4%
AWM
71
Activest Wealth Management
Florida
$20.2M -$1.62M -18,627 -7%
DC
72
Davenport & Co
Virginia
$20.2M +$44.4K +511 +0.2%
DCM
73
Davidson Capital Management
Texas
$20.2M -$39.5M -454,999 -66%
DA
74
Drake & Associates
Wisconsin
$20.1M +$424K +4,875 +2%
AI
75
Atria Investments
North Carolina
$20M +$14.2M +163,992 +244%

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.