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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

457 hedge funds and large institutions have $5.28B invested in VanEck Morningstar Wide Moat ETF in 2023 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 207 increasing their positions, 95 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
457
Holders Change
+79
Holders Change %
+20.9%
% of All Funds
7.21%
Holding in Top 10
67
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+21.82%
% of All Funds
1.06%
New
101
Increased
207
Reduced
95
Closed
16
Calls
$14.4M
Puts
$2.68M
Net Calls
+$11.8M
Net Calls Change
-$73M

Top Buyers

1
LPL Financial
LPL Financial
California
+$102M
2
Bank of America
Bank of America
North Carolina
+$78.6M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$78.2M
4
Morgan Stanley
Morgan Stanley
New York
+$58.8M
5
OWP
Obermeyer Wealth Partners
Colorado
+$45.8M

Top Sellers

1
AWM
Activest Wealth Management
Florida
-$14.7M
2
PP
Prudential plc
United Kingdom
-$13.5M
3
OIA
OneDigital Investment Advisors
Kansas
-$10.1M
4
CWM
Cornerstone Wealth Management
Missouri
-$4.05M
5
WP
WealthPLAN Partners
Nebraska
-$2.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIC
226
Ayalon Insurance Company
Israel
$1.74M +$1.74M +21,855 New
GSIAS
227
Garden State Investment Advisory Services
New Jersey
$1.74M – – –
CBFP
228
Cedar Brook Financial Partners
Ohio
$1.72M +$389K +4,870 +29%
AIP
229
Almanack Investment Partners
Pennsylvania
$1.72M -$20.2K -253 -1%
SMC
230
Smith, Moore & Co
Missouri
$1.71M +$113K +1,443 +7%
KWM
231
Kingsview Wealth Management
Oregon
$1.68M +$1.68M +21,028 New
WS
232
Wedbush Securities
California
$1.66M +$730K +9,151 +78%
FA
233
Flagstar Advisors
New York
$1.66M +$1.66M +20,764 New
RJT
234
Raymond James Trust
Florida
$1.64M +$648K +8,117 +65%
FTS
235
Fifth Third Securities
Ohio
$1.61M – – –
HFS
236
Howard Financial Services
Texas
$1.6M +$350K +4,390 +28%
SWM
237
SFG Wealth Management
Maryland
$1.57M +$1.34M +16,812 +586%
Northern Trust
238
Northern Trust
Illinois
$1.56M -$21.9K -275 -1%
KA
239
Kovack Advisors
Florida
$1.51M +$1.24M +15,595 +462%
CIC
240
Carnegie Investment Counsel
Ohio
$1.51M -$9.1K -114 -0.6%
VF
241
VitalStone Financial
Texas
$1.49M -$373K -5,059 -20%
9WM
242
9258 Wealth Management
Ohio
$1.47M +$16.1K +202 +1%
PFGIA
243
Patriot Financial Group Insurance Agency
Massachusetts
$1.46M -$51.7K -648 -3%
SFA
244
Sequoia Financial Advisors
Ohio
$1.46M +$147K +1,845 +11%
Goldman Sachs
245
Goldman Sachs
New York
$1.46M +$1.46M +18,261 New
BAM
246
Belpointe Asset Management
Nevada
$1.43M -$1M -12,542 -41%
LCM
247
Lunt Capital Management
Utah
$1.42M +$1.42M +17,799 New
National Bank of Canada
248
National Bank of Canada
Quebec, Canada
$1.32M +$706K +8,849 +115%
AFG
249
Atomi Financial Group
New York
$1.32M -$81.7K -1,024 -6%
CF
250
Centaurus Financial
California
$1.31M -$252K -3,161 -16%
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