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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
PFS
76
Prospera Financial Services
Texas
$19.9M +$182K +2,097 +0.9%
HTIM
77
Harbour Trust & Investment Management
Indiana
$19.7M +$1.01M +11,588 +5%
Two Sigma Advisers
78
Two Sigma Advisers
New York
$19.6M +$19.6M +226,100 New
Janney Montgomery Scott
79
Janney Montgomery Scott
Pennsylvania
$19.5M -$1.89M -21,807 -9%
AWS
80
Aspen Wealth Strategies
Colorado
$19.3M +$193K +2,221 +1%
TC
81
TAP Consulting
Missouri
$19.1M +$827K +9,515 +5%
BFA
82
Buttonwood Financial Advisors
Maryland
$18.8M +$1.93M +22,268 +11%
MCM
83
MAI Capital Management
Ohio
$18.5M -$2.34M -26,931 -11%
SPC
84
Sigma Planning Corp
Michigan
$18.2M -$2.79M -32,163 -13%
AA
85
Ancora Advisors
Ohio
$17.8M +$2.8M +32,236 +19%
Two Sigma Investments
86
Two Sigma Investments
New York
$17.6M +$17.6M +203,000 New
D.E. Shaw & Co
87
D.E. Shaw & Co
New York
$17.5M +$16.3M +187,862 +1,358%
PAMG
88
Patton Albertson Miller Group
Tennessee
$17.4M +$1.09M +12,507 +7%
Citigroup
89
Citigroup
New York
$17.4M -$4.58M -52,752 -21%
FFG
90
Fiduciary Financial Group
California
$17.3M +$16.8M +193,444 New
EFG
91
Ethos Financial Group
Pennsylvania
$17.2M +$780K +8,979 +5%
DAS
92
Dynamic Advisor Solutions
Arizona
$16.9M +$459K +5,277 +3%
Truist Financial
93
Truist Financial
North Carolina
$16.6M -$240K -2,765 -1%
WAP
94
Wealthcare Advisory Partners
Pennsylvania
$16.1M +$302K +3,472 +2%
AF
95
Allworth Financial
California
$16M -$3.23M -37,121 -17%
KPWS
96
Kestra Private Wealth Services
Texas
$15.9M -$2.2M -25,263 -12%
AWS
97
Atria Wealth Solutions
New York
$15.9M +$523K +6,017 +3%
ES
98
Eagle Strategies
New York
$15.8M +$13.7M +158,206 +653%
AA
99
Apriem Advisors
California
$15.1M +$1.46M +16,835 +11%
NA
100
NewEdge Advisors
Louisiana
$15.1M +$246K +2,834 +2%

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.