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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

255 hedge funds and large institutions have $1.85B invested in VanEck Morningstar Wide Moat ETF in 2020 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 97 increasing their positions, 72 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
255
Holders Change
+29
Holders Change %
+12.83%
% of All Funds
4.52%
Holding in Top 10
24
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+26.32%
% of All Funds
0.43%
New
49
Increased
97
Reduced
72
Closed
16
Calls
$2.73M
Puts
$440K
Net Calls
+$2.29M
Net Calls Change
+$426K

Top Buyers

1
OIA
1
OneDigital Investment Advisors
Kansas
$87.6M
2
Ameriprise
2
Ameriprise
Minnesota
$58M
3
FSA
3
Financial Services Advisory
Maryland
$15.5M
4
Bank of America
4
Bank of America
North Carolina
$272M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$101M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$2.9M
2
KA
2
Kovack Advisors
Florida
$0
3
CWG
3
Cornerstone Wealth Group
North Carolina
$19.3M
4
Truist Financial
4
Truist Financial
North Carolina
$13.5M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FBT
226
First Bank & Trust
South Dakota
$28K – – –
MLFP
227
MPS Loria Financial Planners
Illinois
$25K – – –
HFA
228
Hoover Financial Advisors
Pennsylvania
$25K +$25K +381 New
GLLW
229
Graves Light Lenhart Wealth
Virginia
$25K +$25K +398 New
HWA
230
HHM Wealth Advisors
Tennessee
$24K +$310 +5 +1%
TFGT
231
TS Financial Group (TSFG)
Illinois
$20K – – –
AWA
232
Arkadios Wealth Advisors
Georgia
$20K +$20K +334 New
PK
233
Pflug Koory
Nebraska
$19K – – –
Bank of Montreal
234
Bank of Montreal
Ontario, Canada
$18K +$18K +280 New
FF
235
FourThought Financial
Florida
$18K +$18K +300 New
IA
236
IFS Advisors
Kansas
$16K +$16K +264 New
GEA
237
Glen Eagle Advisors
New Jersey
$15.5K – – –
CFA
238
Carroll Financial Associates
North Carolina
$15K +$184 +3 +1%
EWM
239
Edge Wealth Management
New York
$9K – – –
GAM
240
Gemmer Asset Management
California
$8K – – –
SL
241
Savior LLC
Massachusetts
$7K – – –
MCM
242
McMillion Capital Management
North Carolina
$7K +$7K +114 New
MAM
243
McCarthy Asset Management
California
$7K +$7K +117 New
COCM
244
Charter Oak Capital Management
New Hampshire
$6K +$6K +92 New
AIC
245
Archer Investment Corporation
Indiana
$5.15K -$9.55K -154 -65%
MAM
246
Meeder Asset Management
Ohio
$5K +$5K +85 New
TCOV
247
Trust Company of Vermont
Vermont
$4K -$1.23K -20 -24%
BWA
248
BDO Wealth Advisors
Florida
$4K – – –
BWM
249
Baystate Wealth Management
Massachusetts
$3K – – –
JCM
250
Jacobi Capital Management
Pennsylvania
$3K +$70 +1 +2%
7 8 9
10
11