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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

350 hedge funds and large institutions have $2.91B invested in VanEck Morningstar Wide Moat ETF in 2022 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 151 increasing their positions, 108 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
350
Holders Change
+8
Holders Change %
+2.34%
% of All Funds
6.05%
Holding in Top 10
43
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.27%
% of All Funds
0.74%
New
34
Increased
151
Reduced
108
Closed
24
Calls
$243K
Puts
–
Net Calls
+$243K
Net Calls Change
-$530K

Top Buyers

1
PP
Prudential plc
United Kingdom
$31.9M
2
AF
Apexium Financial
Texas
$23.2M
3
AWM
Activest Wealth Management
Florida
$21.5M
4
FFA
First Foundation Advisors
California
$23.5M
5
LPL Financial
LPL Financial
California
$164M

Top Sellers

1
APCM
Alaska Permanent Capital Management
Alaska
$431K
2
Bank of America
Bank of America
North Carolina
$335M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$0
4
OIA
OneDigital Investment Advisors
Kansas
$97.2M
5
Creative Planning
Creative Planning
Kansas
$3.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
Brown Advisory
226
Brown Advisory
Maryland
$546K -$60.2K -1,002 -10%
LSPW
227
Lake Street Private Wealth
Illinois
$545K – – –
Millennium Management
228
Millennium Management
New York
$539K +$539K +8,988 New
PM
229
Phraction Management
Connecticut
$538K – – –
SFA
230
Sequoia Financial Advisors
Ohio
$524K +$132K +2,209 +34%
Fidelity Investments
231
Fidelity Investments
Massachusetts
$517K -$2.1K -35 -0.4%
UCFA
232
United Capital Financial Advisors
Texas
$515K -$270K -4,493 -34%
Wealthfront Advisers
233
Wealthfront Advisers
California
$511K +$105K +1,749 +26%
CW
234
CreativeOne Wealth
Kansas
$500K -$221K -3,684 -31%
CG
235
Clarus Group
Texas
$494K +$6.66K +111 +1%
CCM
236
Cutler Capital Management
Massachusetts
$494K +$75K +1,250 +18%
AR
237
Apeiron RIA
Texas
$480K +$480K +8,066 New
CA
238
Crewe Advisors
Utah
$479K +$46.9K +781 +11%
WF
239
Warner Financial
Maryland
$478K +$40.1K +668 +9%
OSNBOA
240
Old Second National Bank of Aurora
Illinois
$457K -$35.4K -589 -7%
Mercer Global Advisors
241
Mercer Global Advisors
Colorado
$456K -$216K -3,595 -32%
NA
242
NewEdge Advisors
Louisiana
$453K +$41.3K +688 +10%
E
243
ETFidea
New York
$437K – – –
IF
244
Intrua Financial
Texas
$436K +$1.8K +30 +0.4%
APCM
245
Alaska Permanent Capital Management
Alaska
$431K -$21.3M -355,642 -98%
HI
246
Harbour Investments
Wisconsin
$431K – – –
PA
247
PSI Advisors
Florida
$431K +$6.3K +105 +1%
DBIA
248
Dumont & Blake Investment Advisors
New Jersey
$409K – – –
KA
249
Kovack Advisors
Florida
$401K +$401K +6,688 New
RC
250
Randolph Company
Ohio
$391K +$391K +6,524 New
8 9
10
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