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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

519 hedge funds and large institutions have $5.8B invested in VanEck Morningstar Wide Moat ETF in 2023 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 255 increasing their positions, 109 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
519
Holders Change
+62
Holders Change %
+13.57%
% of All Funds
8.27%
Holding in Top 10
83
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+23.88%
% of All Funds
1.32%
New
94
Increased
255
Reduced
109
Closed
26
Calls
$1.8M
Puts
$910K
Net Calls
+$887K
Net Calls Change
-$10.9M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$514M
2
Bank of America
Bank of America
North Carolina
$540M
3
Osaic Holdings
Osaic Holdings
Arizona
$132M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$146M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$45.6M

Top Sellers

1
SC
Soundwatch Capital
Connecticut
$474K
2
EWA
EP Wealth Advisors
California
$653K
3
RJFSA
Raymond James Financial Services Advisors
Florida
$155M
4
PP
Prudential plc
United Kingdom
$489K
5
PCM
Piedmont Capital Management
Montana
$5.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
226
Cresset Asset Management
Illinois
$2.15M +$53K +699 +3%
BWM
227
BCS Wealth Management
Tennessee
$2.08M +$210K +2,767 +11%
Renaissance Technologies
228
Renaissance Technologies
New York
$2.06M -$3.27M -43,100 -61%
EE
229
EWG Elevate
California
$2.04M -$25.6K -338 -1%
LNC
230
Lincoln National Corp
Pennsylvania
$2.02M +$239K +3,156 +13%
RJT
231
Raymond James Trust
Florida
$2.02M +$456K +6,018 +29%
CS
232
Credit Suisse
Switzerland
$1.99M – – –
FTS
233
Fifth Third Securities
Ohio
$1.99M +$457K +6,023 +30%
TCM
234
Triumph Capital Management
Colorado
$1.98M +$1.47M +19,340 +286%
HWA
235
HHM Wealth Advisors
Tennessee
$1.93M – – –
OLA
236
Oliver Luxxe Assets
New Jersey
$1.91M -$100K -1,321 -5%
PNC Financial Services Group
237
PNC Financial Services Group
Pennsylvania
$1.9M -$26.2K -345 -1%
SI
238
SimpliFi Inc
California
$1.89M +$36K +475 +2%
SMC
239
Smith, Moore & Co
Missouri
$1.84M +$210K +2,817 +13%
HFS
240
Howard Financial Services
Texas
$1.81M +$282K +3,715 +18%
WWA
241
WCG Wealth Advisors
Nevada
$1.8M +$1.8M +23,734 New
CSI
242
Cross Staff Investments
New York
$1.79M -$83.5K -1,101 -4%
RFN
243
RDA Financial Network
Iowa
$1.75M +$55.4K +730 +3%
OWA
244
Opal Wealth Advisors
New York
$1.75M +$1.35M +17,820 +343%
CBFP
245
Cedar Brook Financial Partners
Ohio
$1.73M +$88.7K +1,170 +5%
AWG
246
Altus Wealth Group
Colorado
$1.72M +$43.2K +569 +3%
CPIA
247
Cornell Pochily Investment Advisors
New York
$1.69M -$1.82K -24 -0.1%
WS
248
Wedbush Securities
California
$1.69M +$108K +1,418 +7%
KWM
249
Kingsview Wealth Management
Oregon
$1.66M +$67.8K +894 +4%
GSIAS
250
Garden State Investment Advisory Services
New Jersey
$1.66M – – –
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