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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
CSPIA
201
Cary Street Partners Investment Advisory
Virginia
$4.75M -$1.28M -14,677 -21%
UWM
202
USAdvisors Wealth Management
Minnesota
$4.69M -$149K -1,713 -3%
GWSG
203
GPS Wealth Strategies Group
Colorado
$4.63M +$1.93M +22,213 +71%
WIM
204
WealthPlan Investment Management
Nebraska
$4.61M -$125K -1,442 -3%
MCM
205
Mengis Capital Management
Oregon
$4.61M -$1.3K -15 -0%
IAN
206
Integrated Advisors Network
Texas
$4.61M -$24.4K -281 -0.5%
MC
207
McCarthy & Cox
Ohio
$4.55M +$67.1K +772 +1%
Jane Street
208
Jane Street
New York
$4.53M +$4.54M +52,260 New
WWM
209
Western Wealth Management
Colorado
$4.51M -$3.45M -39,698 -43%
AIC
210
Ayalon Insurance Company
Israel
$4.5M +$39.1K +450 +0.9%
AF
211
Advisornet Financial
Minnesota
$4.49M +$783K +9,013 +21%
Focus Partners Wealth
212
Focus Partners Wealth
Massachusetts
$4.47M +$4.48M +51,599 New
GB
213
Goepper Burkhardt
South Carolina
$4.41M +$339K +3,905 +8%
SPI
214
Santori & Peters Inc
Pennsylvania
$4.39M -$36.6K -421 -0.8%
MA
215
Mutual Advisors
Nebraska
$4.36M +$220K +2,533 +6%
FF
216
Farrell Financial
New York
$4.32M +$399K +4,594 +10%
IA
217
IAM Advisory
Pennsylvania
$4.2M +$91.5K +1,053 +2%
PPP
218
Private Portfolio Partners
New Jersey
$4.18M +$65.9K +758 +2%
BPA
219
Beacon Pointe Advisors
California
$4.18M -$6.34K -73 -0.2%
RCAG
220
Rehmann Capital Advisory Group
Michigan
$4.1M +$6.17K +71 +0.2%
SMAM
221
Sugar Maple Asset Management
Wisconsin
$4.05M -$1.17M -13,482 -22%
GIA
222
Gladstone Institutional Advisory
Florida
$3.99M +$298K +3,432 +8%
PFA
223
Peak Financial Advisors
Colorado
$3.97M -$763K -8,785 -16%
PFT
224
Providence First Trust
Arizona
$3.97M
FFA
225
Fortune Financial Advisors
Kansas
$3.96M +$38.1K +439 +1%

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.