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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
Bank of America
1
Bank of America
North Carolina
$740M -$25.3M -291,746 -3%
Morgan Stanley
2
Morgan Stanley
New York
$738M -$15.2M -174,856 -2%
LPL Financial
3
LPL Financial
California
$629M -$2.92M -33,640 -0.5%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$275M -$5.95M -68,495 -2%
Wells Fargo
5
Wells Fargo
California
$234M +$3.95M +45,481 +2%
MFIM
6
Mesirow Financial Investment Management
Illinois
$221M +$3.63M +41,738 +2%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$216M +$2.62M +30,142 +1%
RJA
8
Raymond James & Associates
Florida
$206M +$903K +10,389 +0.4%
Ameriprise
9
Ameriprise
Minnesota
$193M -$8.5M -97,779 -4%
UBS Group
10
UBS Group
Switzerland
$183M -$8.05M -92,621 -4%
PWA
11
Provenance Wealth Advisors
Florida
$101M -$1.18M -13,575 -1%
FFA
12
First Foundation Advisors
California
$93.1M +$4.8M +55,283 +5%
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
$90.4M +$3.1M +35,705 +4%
Thrivent Financial for Lutherans
14
Thrivent Financial for Lutherans
Minnesota
$89.9M -$42.8M -492,990 -32%
BCM
15
Brookstone Capital Management
Illinois
$88.5M +$24.8M +285,929 +41%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$82M +$26.2M +301,784 +47%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$81.3M +$3.43M +39,522 +4%
SFBLI
18
Southern Farm Bureau Life Insurance
Mississippi
$73.2M
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$71.9M -$8.09M -93,144 -10%
JFA
20
JNBA Financial Advisors
Minnesota
$70.5M +$2M +23,013 +3%
OWP
21
Obermeyer Wealth Partners
Colorado
$69.3M +$2.74M +31,485 +4%
OIA
22
OneDigital Investment Advisors
Kansas
$66.1M -$2.67M -30,772 -4%
PAG
23
Private Advisor Group
New Jersey
$65.8M +$3.99M +45,908 +6%
Osaic Holdings
24
Osaic Holdings
Arizona
$65.3M -$85.7M -986,422 -57%
HighTower Advisors
25
HighTower Advisors
Illinois
$62.2M +$3.13M +36,020 +5%

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.