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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

668 hedge funds and large institutions have $9.52B invested in VanEck Morningstar Wide Moat ETF in 2024 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 275 increasing their positions, 224 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
668
Holders Change
+14
Holders Change %
+2.14%
% of All Funds
9.66%
Holding in Top 10
104
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+11.83%
% of All Funds
1.5%
New
60
Increased
275
Reduced
224
Closed
37
Calls
$3.05M
Puts
$727K
Net Calls
+$2.33M
Net Calls Change
+$240K

Top Buyers

1
LPL Financial
LPL Financial
California
+$59.5M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$47.9M
3
AAS
Avantax Advisory Services
Texas
+$38.3M
4
RWA
Redhawk Wealth Advisors
Minnesota
+$30.4M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$24.5M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$41.2M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$26.5M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$25.3M
4
PAG
Private Advisor Group
New Jersey
-$19.3M
5
UBS Group
UBS Group
Switzerland
-$18.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
226
Fortune Financial Advisors
Kansas
$4.56M +$126K +1,300 +3%
TFM
227
Trademark Financial Management
Minnesota
$4.56M -$3.84M -39,580 -46%
BMCM
228
Burns Matteson Capital Management
New York
$4.51M +$1.03M +10,659 +30%
PWM
229
Provident Wealth Management
Tennessee
$4.47M -$2.06M -21,271 -32%
SMC
230
Smith, Moore & Co
Missouri
$4.46M +$514K +5,300 +13%
CFG
231
Copley Financial Group
California
$4.26M +$4.26M +43,910 New
WA
232
Win Advisors
Florida
$4.24M +$4.24M +43,782 New
Kovitz Investment Group Partners
233
Kovitz Investment Group Partners
Illinois
$4.24M +$237K +2,621 +6%
JWBC
234
John W. Brooker & Co
California
$4.22M +$1.32M +13,640 +46%
FSA
235
Financial Services Advisory
Maryland
$4.2M +$4.2M +43,333 New
CIAS
236
Capital Investment Advisory Services
North Carolina
$4.19M +$242K +2,495 +6%
PIA
237
Panoramic Investment Advisors
Colorado
$4.18M +$4.18M +43,156 New
IF
238
IRON Financial
Illinois
$4.18M -$57.5K -593 -1%
PFA
239
Peak Financial Advisors
Colorado
$4.18M -$271K -2,791 -6%
DWP
240
Destiny Wealth Partners
Florida
$4.12M +$97.6K +1,007 +2%
GRP
241
Global Retirement Partners
California
$4.12M -$1.39M -14,354 -25%
William Blair & Company
242
William Blair & Company
Illinois
$4.11M +$131K +1,347 +3%
FFWM
243
Future Financial Wealth Management
Ohio
$4.09M +$136K +1,406 +3%
RJT
244
Raymond James Trust
Florida
$4.08M -$17.8K -184 -0.4%
WW
245
Westshore Wealth
California
$4.06M +$6.69K +69 +0.2%
LCM
246
Lunt Capital Management
Utah
$4.04M +$910K +9,388 +29%
BFO
247
Boston Family Office
Massachusetts
$3.99M +$109K +1,129 +3%
PM
248
Parametrica Management
Hong Kong
$3.97M +$3.97M +41,000 New
MC
249
McCarthy & Cox
Ohio
$3.96M -$1.14M -11,712 -22%
PA
250
PSI Advisors
Florida
$3.9M +$367K +3,782 +10%
8 9
10
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