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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

374 hedge funds and large institutions have $4.25B invested in VanEck Morningstar Wide Moat ETF in 2022 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 159 increasing their positions, 122 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
374
Holders Change
+24
Holders Change %
+6.86%
% of All Funds
6.03%
Holding in Top 10
50
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+16.28%
% of All Funds
0.81%
New
56
Increased
159
Reduced
122
Closed
24
Calls
$29.9M
Puts
$247K
Net Calls
+$29.7M
Net Calls Change
+$29.4M

Top Buyers

1
TWM
1
Tanager Wealth Management
United Kingdom
$18.3M
2
Cerity Partners
2
Cerity Partners
New York
$19.2M
3
RJA
3
Raymond James & Associates
Florida
$135M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$42.7M
5
SFBLI
5
Southern Farm Bureau Life Insurance
Mississippi
$40.7M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$143M
2
OIA
2
OneDigital Investment Advisors
Kansas
$80M
3
AWA
3
Arete Wealth Advisors
Illinois
$1.01B
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$160M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$22.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wealthfront Advisers
226
Wealthfront Advisers
California
$711K +$158K +2,427 +28%
KCM
227
KM Capital Management
Texas
$707K +$707K +10,888 New
CAM
228
Cresset Asset Management
Illinois
$700K +$700K +10,781 New
WW
229
Westshore Wealth
California
$697K +$697K +10,733 New
FH
230
FWG Holdings
Florida
$687K -$13.9K -214 -2%
FFN
231
Focus Financial Network
Minnesota
$685K +$5.91K +91 +0.9%
NFSG
232
Newbridge Financial Services Group
Florida
$670K -$94.4K -1,455 -12%
GC
233
Gilbert & Cook
Iowa
$670K -$15.8K -243 -2%
SWM
234
Spire Wealth Management
Virginia
$656K +$27.5K +424 +4%
CCM
235
Cutler Capital Management
Massachusetts
$628K +$94.1K +1,449 +18%
KWM
236
Kaydan Wealth Management
Michigan
$604K -$39.7K -611 -6%
AGP
237
Autumn Glory Partners
Texas
$598K -$358K -5,516 -37%
RFA
238
Resurgent Financial Advisors
Georgia
$595K +$359K +5,527 +152%
Brown Advisory
239
Brown Advisory
Maryland
$590K – – –
AWS
240
Aspen Wealth Strategies
Colorado
$589K +$589K +9,067 New
PM
241
Phraction Management
Connecticut
$582K – – –
HCA
242
Heck Capital Advisors
Wisconsin
$545K +$260K +4,000 +91%
Renaissance Technologies
243
Renaissance Technologies
New York
$545K -$623K -9,600 -53%
CW
244
CreativeOne Wealth
Kansas
$545K +$4.54K +70 +0.8%
AR
245
Apeiron RIA
Texas
$542K +$18.2K +281 +3%
CG
246
Clarus Group
Texas
$534K -$389 -6 -0.1%
WF
247
Warner Financial
Maryland
$529K +$11.9K +183 +2%
LSPW
248
Lake Street Private Wealth
Illinois
$525K -$64.9K -1,000 -11%
Qube Research & Technologies (QRT)
249
Qube Research & Technologies (QRT)
United Kingdom
$501K +$500K +7,703 +64,192%
Two Sigma Investments
250
Two Sigma Investments
New York
$500K -$461K -7,100 -48%
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