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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
JP Morgan Chase
126
JP Morgan Chase
New York
$10.9M -$954K -10,981 -8%
IFG
127
Independent Financial Group
California
$10.7M +$519K +5,968 +5%
Corient Private Wealth
128
Corient Private Wealth
Florida
$10.7M -$113K -1,301 -1%
JSW
129
Journey Strategic Wealth
New Jersey
$10.5M +$1.51M +17,409 +17%
OC
130
Oppenheimer & Co
New York
$10.2M -$72.5K -834 -0.7%
EH
131
Equitable Holdings
New York
$10.1M -$518K -5,960 -5%
OS
132
Objectivity Squared
South Carolina
$10.1M +$608K +6,992 +7%
Baird Financial Group
133
Baird Financial Group
Wisconsin
$10M -$1.97M -22,636 -16%
PFA
134
Plotkin Financial Advisors
Maryland
$9.64M +$78.2K +900 +0.8%
CA
135
Cornerstone Advisory
Maryland
$9.61M -$548K -6,302 -5%
UFA
136
US Financial Advisors
Massachusetts
$9.45M -$3.09M -35,507 -25%
FF
137
Farrow Financial
Vermont
$9.17M +$273K +3,139 +3%
FWM
138
Foguth Wealth Management
Michigan
$8.96M +$4.17M +47,979 +86%
EFP
139
EnRich Financial Partners
Wisconsin
$8.96M -$66.6K -767 -0.7%
SEEDPG
140
S.E.E.D. Planning Group
New York
$8.87M +$491K +5,653 +6%
AWM
141
Aspire Wealth Management
Massachusetts
$8.75M -$137K -1,576 -2%
ACG
142
Allen Capital Group
Nebraska
$8.68M +$87.6K +1,008 +1%
FZCM
143
Flynn Zito Capital Management
New York
$8.65M +$1.94M +22,330 +29%
BCI
144
Brinker Capital Investments
Pennsylvania
$8.59M +$71.7K +825 +0.8%
OPS
145
Orion Portfolio Solutions
Nebraska
$8.59M +$71.7K +825 +0.8%
JJBC
146
James J. Burns & Company
New York
$8.46M +$3.79M +43,598 +81%
LWP
147
Laurel Wealth Planning
Minnesota
$8.35M +$85.8K +987 +1%
FA
148
Fermata Advisors
California
$8.33M +$681K +7,841 +9%
GFG
149
Goldstone Financial Group
Illinois
$8.19M +$294K +3,385 +4%
PWP
150
Pursue Wealth Partners
California
$8M +$378K +4,350 +5%

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.