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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
FAIM
176
Financial Advocates Investment Management
Washington
$7.04M -$556K -6,080 -8%
NAM
177
NorthCrest Asset Manangement
Minnesota
$6.99M +$167K +1,823 +3%
WA1
178
Wimmer Associates 1
California
$6.99M +$2.29K +25 +0%
FTS
179
Fifth Third Securities
Ohio
$6.96M -$320K -3,494 -5%
IWM
180
IHT Wealth Management
Illinois
$6.92M +$1.37M +14,961 +26%
PWM
181
Perigon Wealth Management
California
$6.83M +$749K +8,194 +13%
TC
182
Tacita Capital
Ontario, Canada
$6.73M +$280K +3,064 +5%
SIAP
183
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$6.72M -$238K -2,600 -4%
ACM
184
Avalon Capital Management
California
$6.65M -$107K -1,169 -2%
Comerica Bank
185
Comerica Bank
Texas
$6.65M +$24.5K +268 +0.4%
WIA
186
World Investment Advisors
California
$6.65M +$6.27M +68,548 New
Envestnet Portfolio Solutions
187
Envestnet Portfolio Solutions
Illinois
$6.53M -$1.37M -14,952 -18%
SFG
188
Snider Financial Group
Washington
$6.48M -$8.05K -88 -0.1%
GAG
189
Goodman Advisory Group
Massachusetts
$6.41M +$242K +2,648 +4%
DADC
190
D.A. Davidson & Co
Montana
$6.24M +$22.3K +244 +0.4%
Lido Advisors
191
Lido Advisors
California
$6.12M +$156K +1,709 +3%
FS
192
Ferguson Shapiro
Georgia
$6.12M +$163K +1,782 +3%
CWM
193
Cabot Wealth Management
Massachusetts
$6.05M +$5.71M +62,395 New
HCA
194
Heck Capital Advisors
Wisconsin
$5.97M -$116K -1,274 -2%
DFA
195
DHK Financial Advisors
New Hampshire
$5.84M
BRWA
196
B. Riley Wealth Advisors
Florida
$5.83M -$474K -5,179 -8%
RFN
197
RDA Financial Network
Iowa
$5.82M +$99K +1,083 +2%
SOS
198
Silver Oak Securities
Tennessee
$5.68M +$2.26M +24,676 +70%
TP
199
Tranquility Partners
Tennessee
$5.65M -$5.39K -59 -0.1%
WIM
200
WealthPlan Investment Management
Nebraska
$5.64M +$445K +4,869 +9%

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.