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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

616 hedge funds and large institutions have $8.35B invested in VanEck Morningstar Wide Moat ETF in 2023 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 292 increasing their positions, 132 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
616
Holders Change
+97
Holders Change %
+18.69%
% of All Funds
9.03%
Holding in Top 10
95
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+14.46%
% of All Funds
1.39%
New
131
Increased
292
Reduced
132
Closed
30
Calls
$3.24M
Puts
$501K
Net Calls
+$2.74M
Net Calls Change
+$1.85M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$732M
2
MFIM
Mesirow Financial Investment Management
Illinois
+$191M
3
LPL Financial
LPL Financial
California
+$125M
4
Bank of America
Bank of America
North Carolina
+$116M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$71.7M

Top Sellers

1
TI
TTP Investments
California
-$33.3M
2
OCM
One Capital Management
California
-$26.9M
3
SIS
Strategic Investment Solutions
Illinois
-$25.8M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$17.3M
5
Osaic Holdings
Osaic Holdings
Arizona
-$17.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
WW
226
Westshore Wealth
California
$3.78M +$435K +5,121 +13%
GRP
227
Global Retirement Partners
California
$3.76M +$1.35M +16,237 +56%
GIA
228
Gladstone Institutional Advisory
Florida
$3.63M +$209K +2,466 +6%
AC
229
Anson Capital
Georgia
$3.49M +$322K +3,789 +10%
RJT
230
Raymond James Trust
Florida
$3.43M +$1.18M +13,875 +52%
MA
231
Mutual Advisors
Nebraska
$3.39M +$502K +5,917 +17%
CPC
232
Cookson Peirce & Co
Pennsylvania
$3.36M +$55.2K +651 +2%
DWP
233
Destiny Wealth Partners
Florida
$3.34M +$3.34M +40,280 New
William Blair & Company
234
William Blair & Company
Illinois
$3.26M +$56.1K +661 +2%
CA
235
CoreCap Advisors
Michigan
$3.19M -$1.22M -14,334 -28%
RGC
236
Roberts, Glore & Co
Illinois
$3.19M -$186K -2,195 -6%
FF
237
Farrell Financial
New York
$3.08M +$3.08M +40,705 New
LNC
238
Lincoln National Corp
Pennsylvania
$3.02M +$755K +8,900 +33%
HI
239
Harbour Investments
Wisconsin
$3.02M -$1.12M -13,157 -27%
AF
240
Advisornet Financial
Minnesota
$2.93M +$2.07M +24,435 +241%
FPGT
241
Financial Partners Group (Tennessee)
Tennessee
$2.93M +$48K +566 +2%
LAM
242
Lifestyle Asset Management
Texas
$2.9M -$4.76M -56,053 -62%
CWM
243
Collaborative Wealth Management
Florida
$2.88M -$151K -1,777 -5%
BFO
244
Boston Family Office
Massachusetts
$2.87M +$396K +4,666 +16%
EP
245
Eudaimonia Partners
Tennessee
$2.83M +$419K +4,933 +17%
TB
246
Treynor Bancshares
Iowa
$2.82M +$182K +2,142 +7%
FFWM
247
Future Financial Wealth Management
Ohio
$2.73M +$66.7K +786 +3%
WKSWA
248
White Knight Strategic Wealth Advisors
New Jersey
$2.7M +$213K +2,508 +9%
PF
249
Phoenix Financial
Israel
$2.67M -$1.31M -15,483 -33%
LOIM
250
Liberty One Investment Management
Illinois
$2.58M +$2.58M +30,417 New
8 9
10
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