VanEck Morningstar Wide Moat ETF
MOAT
634 hedge funds and large institutions have $8.9B invested in VanEck Morningstar Wide Moat ETF in 2024 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 314 increasing their positions, 160 reducing their positions, and 50 closing their positions.
96% more repeat investments, than reductions
Existing positions increased: 314 | Existing positions reduced: 160
94% more call options, than puts
Call options by funds: $3.96M | Put options by funds: $2.04M
52% more first-time investments, than exits
New positions opened: 76 | Existing positions closed: 50
6% more capital invested
Capital invested by funds: $8.36B → $8.9B (+$533M)
3% more funds holding
Funds holding: 617 → 634 (+17)
2% more funds holding in top 10
Funds holding in top 10: 95 → 97 (+2)
4.18% less ownership
Funds ownership: 63.17% → 59% (-4.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
+$62.1M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$49M |
| 3 |
FFA
First Foundation Advisors
Irvine,
California
|
+$32M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$30.9M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$30.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$576M |
| 2 |
PP
Prudential plc
London, England,
United Kingdom
|
-$45.6M |
| 3 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$17.8M |
| 4 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$16.8M |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$10.8M |
MOAT Hedge Fund Activity: Q1 2024 in Review
634 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar Wide Moat ETF (MOAT) for Q1 2024, worth a combined $8.9B — up 6.4% from $8.36B a quarter earlier.
Buyers outnumbered sellers: 76 funds opened new MOAT positions and 50 closed out — a net gain of 26 holders — while 314 added to existing stakes and 160 trimmed.
The largest buyer was Morningstar Investment Services, opening a new position worth an estimated $62.1M. The largest seller was Morgan Stanley, cutting an estimated $576M.
- 634 institutional investors held VanEck Morningstar Wide Moat ETF (MOAT) as of Q1 2024, up from 617 in Q4 2023.
- Funds reported $8.9B of VanEck Morningstar Wide Moat ETF stock for Q1 2024, up 6.4% quarter-over-quarter.
- 76 funds opened new VanEck Morningstar Wide Moat ETF positions in Q1 2024 and 50 closed out, a net change of +26 holders.
- The largest VanEck Morningstar Wide Moat ETF buyer in Q1 2024 was Morningstar Investment Services, an estimated $62.1M added.
- The largest VanEck Morningstar Wide Moat ETF seller in Q1 2024 was Morgan Stanley, an estimated $576M sold.
Based on aggregated 13F filings for Q1 2024.