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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

704 hedge funds and large institutions have $9.1B invested in VanEck Morningstar Wide Moat ETF in 2024 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 294 increasing their positions, 217 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
704
Holders Change
+36
Holders Change %
+5.39%
% of All Funds
9.37%
Holding in Top 10
102
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.92%
% of All Funds
1.36%
New
93
Increased
294
Reduced
217
Closed
44
Calls
$2.55M
Puts
$668K
Net Calls
+$1.88M
Net Calls Change
-$445K

Top Buyers

1
MFIM
1
Mesirow Financial Investment Management
Illinois
$325M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$63.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$819M
4
B
4
Barings
North Carolina
$24.2M
5
AAS
5
Avantax Advisory Services
Texas
$80.7M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$676M
2
MIS
2
Morningstar Investment Services
Illinois
$9.5M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$0
4
OCBCO
4
Oversea-Chinese Banking Corp (OCBC)
Singapore
$13.4M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$2.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCI
226
Brinker Capital Investments
Pennsylvania
$4.5M -$3.14M -33,884 -41%
OPS
227
Orion Portfolio Solutions
Nebraska
$4.5M -$3.14M -33,884 -41%
BFO
228
Boston Family Office
Massachusetts
$4.46M +$639K +6,896 +17%
CSP
229
Cary Street Partners
Virginia
$4.43M +$4.43M +47,755 New
Kovitz Investment Group Partners
230
Kovitz Investment Group Partners
Illinois
$4.4M +$57.7K +622 +1%
IA
231
IAM Advisory
Pennsylvania
$4.4M -$78.6K -848 -2%
Mercer Global Advisors
232
Mercer Global Advisors
Colorado
$4.4M -$322K -3,470 -7%
IWM
233
IMG Wealth Management
Florida
$4.39M +$4.39M +47,391 New
PPP
234
Private Portfolio Partners
New Jersey
$4.39M +$27.7K +299 +0.6%
AO
235
Advisor OS
Illinois
$4.32M +$755K +8,146 +21%
BMCM
236
Burns Matteson Capital Management
New York
$4.3M -$10.6K -114 -0.2%
SG
237
StoneX Group
New York
$4.3M +$4.3M +46,420 New
RCAG
238
Rehmann Capital Advisory Group
Michigan
$4.24M -$105K -1,131 -2%
PA
239
PSI Advisors
Florida
$4.18M +$450K +4,855 +12%
OLA
240
Oliver Luxxe Assets
New Jersey
$4.14M +$2.06M +21,760 +100%
FIA
241
Foundations Investment Advisors
Arizona
$4.13M +$500K +5,394 +14%
CIAS
242
Capital Investment Advisory Services
North Carolina
$4.11M +$99.8K +1,076 +2%
FFWM
243
Future Financial Wealth Management
Ohio
$4.09M +$175K +1,882 +4%
DWP
244
Destiny Wealth Partners
Florida
$4.05M +$112K +1,213 +3%
GWSG
245
GPS Wealth Strategies Group
Colorado
$4.05M -$433K -4,665 -10%
PFA
246
Peak Financial Advisors
Colorado
$3.97M -$20.6K -222 -0.5%
William Blair & Company
247
William Blair & Company
Illinois
$3.97M +$35.1K +378 +0.9%
WW
248
Westshore Wealth
California
$3.9M +$21K +227 +0.5%
CAPTRUST Financial Advisors
249
CAPTRUST Financial Advisors
North Carolina
$3.86M +$189K +2,037 +5%
RGC
250
Roberts, Glore & Co
Illinois
$3.81M +$238K +2,563 +7%
8 9
10
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