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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

307 hedge funds and large institutions have $2.93B invested in VanEck Morningstar Wide Moat ETF in 2021 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 156 increasing their positions, 60 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
+4
Holders Change %
+1.32%
% of All Funds
5.39%
Holding in Top 10
34
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.6%
New
40
Increased
156
Reduced
60
Closed
28
Calls
$4.38M
Puts
$408K
Net Calls
+$3.97M
Net Calls Change
+$4.01M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$423M
2
Ameriprise
Ameriprise
Minnesota
$112M
3
AIP
Almanack Investment Partners
Pennsylvania
$15.1M
4
FFC
Fure Financial Corporation
Minnesota
$13.3M
5
Osaic Holdings
Osaic Holdings
Arizona
$45.9M

Top Sellers

1
MCM
Mainstay Capital Management
Michigan
$0
2
PP
Prudential plc
United Kingdom
$825K
3
BCI
Brinker Capital Investments
Pennsylvania
$2.52M
4
Citigroup
Citigroup
New York
$5.12M
5
WP
WealthPLAN Partners
Nebraska
$27.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIAS
226
Capital Investment Advisory Services
North Carolina
$319K +$120K +1,631 +60%
RVPG
227
Relative Value Partners Group
$315K +$315K +4,305 New
MC
228
Moors & Cabot
Massachusetts
$298K +$298K +4,075 New
DL
229
DOHJ LLC
Washington
$291K – – –
WFM
230
Wolff Financial Management
Michigan
$291K +$291K +3,971 New
RC
231
Randolph Company
Ohio
$289K +$71.4K +973 +33%
BL
232
BCWM LLC
Kansas
$288K – – –
AFM
233
Andesa Financial Management
Pennsylvania
$284K +$284K +3,865 New
CISOA
234
Capital Investment Services of America
Wisconsin
$267K -$51.2K -700 -16%
SMC
235
Smith, Moore & Co
Missouri
$263K -$7.31K -100 -3%
PWM
236
Perigon Wealth Management
California
$262K -$12.7K -173 -5%
TSS
237
Two Sigma Securities
New York
$262K +$262K +3,573 New
AA
238
Ancora Advisors
Ohio
$258K -$14.7K -200 -5%
PCM
239
Piedmont Capital Management
Montana
$250K -$15.3K -203 -6%
WOSD
240
WFA of San Diego
California
$243K +$243K +3,321 New
VFPI
241
Vantage Financial Partners (Illinois)
Illinois
$238K +$25.6K +350 +12%
HNB
242
Huntington National Bank
Ohio
$234K – – –
PFS
243
Prospera Financial Services
Texas
$227K – – –
CS
244
Comerica Securities
Michigan
$223K +$25.5K +348 +13%
FWM
245
Fairhaven Wealth Management
Illinois
$220K – – –
PCIG
246
Partners Capital Investment Group
Massachusetts
$220K +$220K +3,000 New
BRWM
247
B. Riley Wealth Management
Tennessee
$214K -$73.3K -1,000 -26%
BCM
248
Beck Capital Management
Texas
$212K -$2.92K -40 -1%
VCM
249
Vigilant Capital Management
Maine
$208K -$175K -2,382 -46%
TCM
250
TD Capital Management
Tennessee
$207K +$207K +2,822 New
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