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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

279 hedge funds and large institutions have $2.37B invested in VanEck Morningstar Wide Moat ETF in 2021 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 120 increasing their positions, 66 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
279
Holders Change
+24
Holders Change %
+9.41%
% of All Funds
4.91%
Holding in Top 10
29
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+20.83%
% of All Funds
0.51%
New
42
Increased
120
Reduced
66
Closed
16
Calls
$374K
Puts
$1.13M
Net Calls
-$755K
Net Calls Change
-$3.04M

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$57.4M
2
LPL Financial
2
LPL Financial
California
$117M
3
Morgan Stanley
3
Morgan Stanley
New York
$279M
4
QA
4
Quantitative Advantage
Minnesota
$21.7M
5
Bank of America
5
Bank of America
North Carolina
$322M

Top Sellers

1
CWG
1
Cornerstone Wealth Group
North Carolina
$3.27M
2
AWE
2
Avidian Wealth Enterprises
Texas
$0
3
FI
3
FormulaFolio Investments
Michigan
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$13M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$3.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
251
Arkadios Wealth Advisors
Georgia
$23K – – –
TFGT
252
TS Financial Group (TSFG)
Illinois
$22K – – –
PK
253
Pflug Koory
Nebraska
$21K – – –
FF
254
FourThought Financial
Florida
$20K – – –
GEA
255
Glen Eagle Advisors
New Jersey
$17.3K – – –
CFA
256
Carroll Financial Associates
North Carolina
$17K – – –
SCA
257
Stonebridge Capital Advisors
Minnesota
$15K +$15K +214 New
HFM
258
Hartford Financial Management
Connecticut
$14K +$14K +196 New
CFGS
259
Concourse Financial Group Securities
Alabama
$10K -$53.1K -733 -84%
EWM
260
Edge Wealth Management
New York
$10K – – –
GAM
261
Gemmer Asset Management
California
$9K – – –
Bank of Montreal
262
Bank of Montreal
Ontario, Canada
$8K -$13.1K -174 -62%
MAM
263
McCarthy Asset Management
California
$8K – – –
SL
264
Savior LLC
Massachusetts
$7K – – –
COCM
265
Charter Oak Capital Management
New Hampshire
$6K – – –
MAM
266
Meeder Asset Management
Ohio
$6K – – –
WT
267
Washington Trust
Rhode Island
$6K +$6K +83 New
AIC
268
Archer Investment Corporation
Indiana
$5.75K – – –
TCOV
269
Trust Company of Vermont
Vermont
$4K -$906 -12 -18%
BWM
270
Baystate Wealth Management
Massachusetts
$4K – – –
HCA
271
Heck Capital Advisors
Wisconsin
$3.33K +$1.46K +21 +78%
JCM
272
Jacobi Capital Management
Pennsylvania
$3K – – –
HR
273
Howe & Rusling
New York
$2K – – –
GI
274
Gradient Investments
Minnesota
$2K – – –
CWP
275
Concord Wealth Partners
Virginia
$2K – – –
8 9 10
11
12