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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
Goldman Sachs
151
Goldman Sachs
New York
$7.85M +$7.88M +90,643 New
UWS
152
Unique Wealth Strategies
Illinois
$7.61M
TA
153
TPG Advisors
Illinois
$7.57M +$7.6M +87,429 New
TFM
154
Trademark Financial Management
Minnesota
$7.5M -$616K -7,088 -8%
AWA
155
Acorn Wealth Advisors
Michigan
$7.49M +$1.2M +13,774 +19%
P
156
&Partners
Tennessee
$7.48M +$2.46M +28,339 +49%
BWG
157
Boomfish Wealth Group
Georgia
$7.35M +$461K +5,310 +7%
Aberdeen Group
158
Aberdeen Group
United Kingdom
$7.34M +$142K +1,639 +2%
EFS
159
Essex Financial Services
Connecticut
$7.34M +$2.54M +29,176 +55%
Envestnet Portfolio Solutions
160
Envestnet Portfolio Solutions
Illinois
$7.13M +$400K +4,601 +6%
YIA
161
YHB Investment Advisors
Connecticut
$7.09M -$1.55M -17,847 -18%
FH
162
FWG Holdings
Florida
$7.06M -$742K -8,534 -10%
GS
163
GTS Securities
New York
$7.05M +$4.95M +56,920 +232%
LWM
164
Lionsbridge Wealth Management
Florida
$6.84M -$24.2K -279 -0.4%
FAIM
165
Financial Advocates Investment Management
Washington
$6.82M +$67.9K +782 +1%
NCM
166
Novare Capital Management
North Carolina
$6.78M +$210K +2,414 +3%
EWA
167
Etesian Wealth Advisors
Oregon
$6.56M +$975K +11,220 +17%
FTS
168
Fifth Third Securities
Ohio
$6.52M +$145K +1,673 +2%
HFS
169
Howard Financial Services
Texas
$6.38M +$3.01M +34,629 +89%
EBSAM
170
Eubel Brady & Suttman Asset Management
Ohio
$6.3M -$18.7K -215 -0.3%
WA1
171
Wimmer Associates 1
California
$6.24M +$419K +4,821 +7%
ATC
172
Argent Trust Co
Tennessee
$6.23M -$74.8K -861 -1%
SIAP
173
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$6.23M +$281K +3,230 +5%
MIM
174
Morningstar Investment Management
Illinois
$6.21M +$6.23M +71,730 New
HAS
175
HBW Advisory Services
California
$6.14M +$346K +3,987 +6%

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.