VanEck Morningstar Wide Moat ETF
MOAT
673 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, 228 reducing their positions, and 38 closing their positions.
320% more call options, than puts
Call options by funds: $3.05M | Put options by funds: $727K
55% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 38
21% more repeat investments, than reductions
Existing positions increased: 277 | Existing positions reduced: 228
14% more capital invested
Capital invested by funds: $8.4B → $9.55B (+$1.15B)
11% more funds holding in top 10
Funds holding in top 10: 95 → 105 (+10)
2% more funds holding
Funds holding: 660 → 673 (+13)
0.63% more ownership
Funds ownership: 58.47% → 59.1% (+0.63%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$56.1M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
+$45.2M |
| 3 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$36.1M |
| 4 |
RWA
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
+$28.7M |
| 5 |
Jones Financial Companies
Des Peres,
Missouri
|
+$23.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$38.8M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$25M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$23.8M |
| 4 |
BTWM
Brass Tax Wealth Management
Cincinnati,
Ohio
|
-$20.1M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$18.2M |
MOAT Hedge Fund Activity: Q3 2024 in Review
673 of the 6,978 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 $8.4B a quarter earlier.
Buyers outnumbered sellers: 59 funds opened new MOAT positions and 38 closed out — a net gain of 21 holders — while 277 added to existing stakes and 228 trimmed.
The largest buyer was LPL Financial, adding an estimated $56.1M. The largest seller was Bank of America, cutting an estimated $38.8M.
- 673 institutional investors held VanEck Morningstar Wide Moat ETF (MOAT) as of Q3 2024, up from 660 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 38 closed out, a net change of +21 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.