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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
WP
101
WealthPLAN Partners
Nebraska
$16.4M -$202K -2,213 -1%
AWS
102
Atria Wealth Solutions
New York
$16.4M -$1.32M -14,419 -8%
CF
103
Centaurus Financial
California
$16.1M -$458K -5,009 -3%
AI
104
Atria Investments
North Carolina
$16.1M -$5.97M -65,281 -28%
IA
105
IFP Advisors
Florida
$15.8M +$376K +4,107 +3%
PJWM
106
Philip James Wealth Mangement
Georgia
$15.8M +$210K +2,293 +1%
KAS
107
Kestra Advisory Services
Texas
$15.7M +$1.47M +16,095 +11%
Truist Financial
108
Truist Financial
North Carolina
$15.4M -$3.07M -33,548 -17%
AOG
109
Alpha Omega Group
Virginia
$15.3M -$1.17M -12,811 -8%
JP Morgan Chase
110
JP Morgan Chase
New York
$15.2M +$2.82M +30,816 +24%
AWG
111
Altus Wealth Group
Colorado
$15.1M +$2.57M +28,090 +22%
SAW
112
Signal Advisors Wealth
Michigan
$15M +$13.9M +152,097 +5,335%
FWM
113
Foguth Wealth Management
Michigan
$14.9M +$4.84M +52,893 +51%
Creative Planning
114
Creative Planning
Kansas
$14.7M +$50.5K +552 +0.4%
SEEDPG
115
S.E.E.D. Planning Group
New York
$14.3M +$4.14M +45,277 +44%
KSWA
116
Kathleen S. Wright Associates
Pennsylvania
$14.2M +$207K +2,263 +2%
FDCDDQ
117
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14.1M -$388K -4,245 -3%
JSW
118
Journey Strategic Wealth
New Jersey
$13.9M +$2.04M +22,332 +18%
HAS
119
HBW Advisory Services
California
$13.6M +$6.38M +69,757 +98%
RSWM
120
Robertson Stephens Wealth Management
California
$13.6M +$11.8M +128,528 +1,132%
FA
121
Flagstar Advisors
New York
$13.5M +$556K +6,076 +5%
Baird Financial Group
122
Baird Financial Group
Wisconsin
$13.3M +$1.91M +20,894 +18%
OBWG
123
Onyx Bridge Wealth Group
New York
$13.2M -$50K -547 -0.4%
BAWC
124
Boyce & Associates Wealth Consulting
Texas
$13.1M +$411K +4,490 +3%
ACS
125
Archford Capital Strategies
Illinois
$13M +$330K +3,605 +3%
3 4
5
6 7

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.