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VanEck Morningstar Wide Moat ETF

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: 94105 (+11)

2% more funds holding

Funds holding: 658672 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
FZCM
151
Flynn Zito Capital Management
New York
$9.65M -$25.1K -275 -0.3%
UWS
152
Unique Wealth Strategies
Illinois
$9.6M +$1.32M +14,412 +17%
ACG
153
Allen Capital Group
Nebraska
$9.56M -$142K -1,557 -2%
NCM
154
Novare Capital Management
North Carolina
$9.56M +$1.86M +20,347 +26%
AWM
155
Aspire Wealth Management
Massachusetts
$9.47M -$310K -3,392 -3%
LWP
156
Laurel Wealth Planning
Minnesota
$9.23M -$102K -1,120 -1%
AF
157
Allworth Financial
California
$9.05M -$8.09M -88,477 -49%
EH
158
Equitable Holdings
New York
$9M -$2.22M -24,241 -21%
P
159
&Partners
Tennessee
$8.97M +$487K +5,330 +6%
PWP
160
Pursue Wealth Partners
California
$8.79M -$160K -1,747 -2%
AWA
161
Acorn Wealth Advisors
Michigan
$8.71M +$311K +3,397 +4%
TA
162
TPG Advisors
Illinois
$8.59M +$107K +1,174 +1%
BWG
163
Boomfish Wealth Group
Georgia
$8.48M +$230K +2,518 +3%
EFS
164
Essex Financial Services
Connecticut
$8.21M +$227K +2,478 +3%
MCA
165
Magnolia Capital Advisors
Mississippi
$8.13M +$7.29M +79,702 +1,900%
HFS
166
Howard Financial Services
Texas
$8.12M +$919K +10,051 +14%
BCI
167
Brinker Capital Investments
Pennsylvania
$7.99M -$1.54M -16,818 -17%
OPS
168
Orion Portfolio Solutions
Nebraska
$7.99M -$1.54M -16,818 -17%
MIM
169
Morningstar Investment Management
Illinois
$7.49M +$478K +5,232 +7%
FH
170
FWG Holdings
Florida
$7.47M -$145K -1,590 -2%
WWM
171
Western Wealth Management
Colorado
$7.37M +$2.2M +24,044 +46%
EBSAM
172
Eubel Brady & Suttman Asset Management
Ohio
$7.28M +$213K +2,334 +3%
Two Sigma Advisers
173
Two Sigma Advisers
New York
$7.26M -$13.8M -151,200 -67%
ATC
174
Argent Trust Co
Tennessee
$7.23M +$233K +2,545 +4%
Betterment LLC
175
Betterment LLC
New York
$7.1M +$1.65M +18,063 +33%

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.