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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

632 hedge funds and large institutions have $8.88B invested in VanEck Morningstar Wide Moat ETF in 2024 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 313 increasing their positions, 160 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
632
Holders Change
+16
Holders Change %
+2.6%
% of All Funds
9.16%
Holding in Top 10
96
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.05%
% of All Funds
1.39%
New
75
Increased
313
Reduced
160
Closed
50
Calls
$3.96M
Puts
$2.04M
Net Calls
+$1.92M
Net Calls Change
-$826K

Top Buyers

1
MIS
1
Morningstar Investment Services
Illinois
$64.7M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$58.9M
3
FFA
3
First Foundation Advisors
California
$91.6M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$292M
5
Bank of America
5
Bank of America
North Carolina
$794M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$782M
2
PP
2
Prudential plc
United Kingdom
$2.48M
3
GM
3
GeoWealth Management
Illinois
$218K
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$138M
5
AWM
5
AE Wealth Management
Kansas
$428K
Name Holding Trade Value Shares
Change 		Shares
Change %
GB
226
Goepper Burkhardt
South Carolina
$4.15M +$3.48M +39,472 +526%
PFT
227
Providence First Trust
Arizona
$4.12M – – –
MA
228
Mutual Advisors
Nebraska
$4.09M +$495K +5,503 +14%
FF
229
Farrell Financial
New York
$4.07M +$415K +4,618 +11%
FFA
230
Fortune Financial Advisors
Kansas
$4.07M -$22.5K -250 -0.5%
KDA
231
Kraft Davis & Associates
Missouri
$4.01M -$224K -2,527 -5%
Kovitz Investment Group Partners
232
Kovitz Investment Group Partners
Illinois
$3.98M -$316K -3,517 -7%
IF
233
IRON Financial
Illinois
$3.95M -$159K -1,766 -4%
ARC
234
Advisor Resource Council
Texas
$3.95M +$3.95M +43,913 New
FFWM
235
Future Financial Wealth Management
Ohio
$3.89M +$1M +11,124 +35%
AC
236
Anson Capital
Georgia
$3.87M +$169K +1,884 +5%
AF
237
Advisornet Financial
Minnesota
$3.85M +$747K +8,306 +24%
VF
238
VitalStone Financial
Texas
$3.84M -$227K -2,527 -6%
GIA
239
Gladstone Institutional Advisory
Florida
$3.83M -$13.8K -153 -0.4%
RJT
240
Raymond James Trust
Florida
$3.8M +$159K +1,764 +4%
MFG
241
Midwest Financial Group
Kansas
$3.67M +$1.12M +12,420 +44%
William Blair & Company
242
William Blair & Company
Illinois
$3.61M +$155K +1,724 +4%
HI
243
Harbour Investments
Wisconsin
$3.6M +$406K +4,516 +13%
DWP
244
Destiny Wealth Partners
Florida
$3.57M -$46.7K -520 -1%
BFO
245
Boston Family Office
Massachusetts
$3.56M +$528K +5,876 +17%
TW
246
Trajan Wealth
Arizona
$3.55M +$3.55M +39,486 New
HFS
247
Howard Financial Services
Texas
$3.51M +$1.27M +14,134 +57%
CA
248
CoreCap Advisors
Michigan
$3.51M +$123K +1,368 +4%
CPC
249
Cookson Peirce & Co
Pennsylvania
$3.5M -$62K -690 -2%
RGC
250
Roberts, Glore & Co
Illinois
$3.48M +$104K +1,160 +3%
8 9
10
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