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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

279 hedge funds and large institutions have $2.37B invested in VanEck Morningstar Wide Moat ETF in 2021 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 120 increasing their positions, 66 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
279
Holders Change
+24
Holders Change %
+9.41%
% of All Funds
4.91%
Holding in Top 10
29
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+20.83%
% of All Funds
0.51%
New
42
Increased
120
Reduced
66
Closed
16
Calls
$374K
Puts
$1.13M
Net Calls
-$755K
Net Calls Change
-$3.04M

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$57.4M
2
LPL Financial
2
LPL Financial
California
$117M
3
Morgan Stanley
3
Morgan Stanley
New York
$279M
4
QA
4
Quantitative Advantage
Minnesota
$21.7M
5
Bank of America
5
Bank of America
North Carolina
$322M

Top Sellers

1
CWG
1
Cornerstone Wealth Group
North Carolina
$3.27M
2
AWE
2
Avidian Wealth Enterprises
Texas
$0
3
FI
3
FormulaFolio Investments
Michigan
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$13M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$3.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIAS
226
Capital Investment Advisory Services
North Carolina
$98K – – –
TWA
227
TCI Wealth Advisors
Arizona
$97K -$763 -11 -0.8%
TWM
228
Tradition Wealth Management
Minnesota
$92K – – –
WWM
229
Wagner Wealth Management
South Carolina
$90K – – –
PA
230
Parallel Advisors
California
$89K – – –
WLPWM
231
Walled Lake Planning & Wealth Management
Illinois
$89K +$14.4K +208 +19%
PMFA
232
Plante Moran Financial Advisors
Michigan
$85K – – –
Jones Financial Companies
233
Jones Financial Companies
Missouri
$85K +$85K +1,220 New
BFEC
234
Benjamin F. Edwards & Company
Missouri
$80K -$3.45K -50 -4%
NFG
235
Next Financial Group
Texas
$72K +$9.58K +138 +15%
TH
236
TCTC Holdings
Texas
$63K – – –
EP
237
Eudaimonia Partners
Tennessee
$60K -$43K -618 -42%
ACA
238
Atlas Capital Advisors
Wyoming
$47.9K +$8.87K +128 +23%
MIFH
239
Migdal Insurance & Financial Holdings
Israel
$46K -$18.8K -270 -29%
Mercer Global Advisors
240
Mercer Global Advisors
Colorado
$45K +$45K +645 New
WWM
241
Wolff Wiese Magana
California
$44K – – –
BCA
242
Berman Capital Advisors
Georgia
$37K – – –
GWS
243
Glassman Wealth Services
Virginia
$33K – – –
FBT
244
First Bank & Trust
South Dakota
$32K – – –
PSIWM
245
Paradigm Strategies in Wealth Management
Minnesota
$29K +$29K +413 New
GLLW
246
Graves Light Lenhart Wealth
Virginia
$28K – – –
MLFP
247
MPS Loria Financial Planners
Illinois
$27K – – –
HWA
248
HHM Wealth Advisors
Tennessee
$27K – – –
HFA
249
Hoover Financial Advisors
Pennsylvania
$27K – – –
CAC
250
Certified Advisory Corp
Florida
$24K +$24K +340 New
8 9
10
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