VanEck Morningstar Wide Moat ETF
MOAT
635 hedge funds and large institutions have $8.9B invested in VanEck Morningstar Wide Moat ETF in 2024 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 316 increasing their positions, 159 reducing their positions, and 50 closing their positions.
99% more repeat investments, than reductions
Existing positions increased: 316 | Existing positions reduced: 159
94% more call options, than puts
Call options by funds: $3.96M | Put options by funds: $2.04M
52% more first-time investments, than exits
New positions opened: 76 | Existing positions closed: 50
15% more capital invested
Capital invested by funds: $7.71B → $8.9B (+$1.19B)
3% more funds holding
Funds holding: 618 → 635 (+17)
2% more funds holding in top 10
Funds holding in top 10: 95 → 97 (+2)
0.76% more ownership
Funds ownership: 58.26% → 59.02% (+0.76%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$84.8M |
| 2 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
+$62.1M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$49M |
| 4 |
FFA
First Foundation Advisors
Irvine,
California
|
+$32M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$30.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PP
Prudential plc
London, England,
United Kingdom
|
-$45.6M |
| 2 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$17.8M |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$16.8M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$10.8M |
| 5 |
LC
Legacy CG
Plano,
Texas
|
-$10.8M |
MOAT Hedge Fund Activity: Q1 2024 in Review
635 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar Wide Moat ETF (MOAT) for Q1 2024, worth a combined $8.9B — up 15% from $7.71B a quarter earlier.
Buyers outnumbered sellers: 76 funds opened new MOAT positions and 50 closed out — a net gain of 26 holders — while 316 added to existing stakes and 159 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $84.8M. The largest seller was Prudential plc, cutting an estimated $45.6M.
- 635 institutional investors held VanEck Morningstar Wide Moat ETF (MOAT) as of Q1 2024, up from 618 in Q4 2023.
- Funds reported $8.9B of VanEck Morningstar Wide Moat ETF stock for Q1 2024, up 15% quarter-over-quarter.
- 76 funds opened new VanEck Morningstar Wide Moat ETF positions in Q1 2024 and 50 closed out, a net change of +26 holders.
- The largest VanEck Morningstar Wide Moat ETF buyer in Q1 2024 was Morgan Stanley, an estimated $84.8M added.
- The largest VanEck Morningstar Wide Moat ETF seller in Q1 2024 was Prudential plc, an estimated $45.6M sold.
Based on aggregated 13F filings for Q1 2024.