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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

307 hedge funds and large institutions have $2.93B invested in VanEck Morningstar Wide Moat ETF in 2021 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 156 increasing their positions, 60 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
+4
Holders Change %
+1.32%
% of All Funds
5.39%
Holding in Top 10
34
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.6%
New
40
Increased
156
Reduced
60
Closed
28
Calls
$4.38M
Puts
$408K
Net Calls
+$3.97M
Net Calls Change
+$4.01M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$423M
2
Ameriprise
Ameriprise
Minnesota
$112M
3
AIP
Almanack Investment Partners
Pennsylvania
$15.1M
4
FFC
Fure Financial Corporation
Minnesota
$13.3M
5
Osaic Holdings
Osaic Holdings
Arizona
$45.9M

Top Sellers

1
MCM
Mainstay Capital Management
Michigan
$0
2
PP
Prudential plc
United Kingdom
$825K
3
BCI
Brinker Capital Investments
Pennsylvania
$2.52M
4
Citigroup
Citigroup
New York
$5.12M
5
WP
WealthPLAN Partners
Nebraska
$27.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
TAM
251
Tealwood Asset Management
Minnesota
$207K +$207K +2,832 New
PA
252
Prism Advisors
California
$206K -$693K -9,450 -77%
AIA
253
Angeles Investment Advisors
California
$194K +$194K +2,646 New
ADL
254
Asset Dedication LLC
California
$190K – – –
CCM
255
Cutler Capital Management
Massachusetts
$183K +$1.47K +20 +0.8%
NFG
256
Next Financial Group
Texas
$176K +$48.8K +667 +38%
WLPWM
257
Walled Lake Planning & Wealth Management
Illinois
$140K +$32.3K +440 +30%
RG
258
Retirement Group
California
$137K – – –
JFGIW
259
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$136K – – –
PFP
260
Pinnacle Financial Partners
Tennessee
$119K – – –
ZB
261
Zions Bancorporation
Utah
$105K – – –
TWA
262
TCI Wealth Advisors
Arizona
$102K – – –
WWM
263
Wagner Wealth Management
South Carolina
$99K – – –
TWM
264
Tradition Wealth Management
Minnesota
$97K – – –
BFEC
265
Benjamin F. Edwards & Company
Missouri
$82K -$1.76K -24 -2%
PA
266
Parallel Advisors
California
$73K -$21K -288 -22%
TH
267
TCTC Holdings
Texas
$66K – – –
WWM
268
Wolff Wiese Magana
California
$54K – – –
Bank of Montreal
269
Bank of Montreal
Ontario, Canada
$51K +$50.5K +672 +11,200%
ACA
270
Atlas Capital Advisors
Wyoming
$50.6K – – –
MIFH
271
Migdal Insurance & Financial Holdings
Israel
$48K – – –
PCG
272
Private Capital Group
Connecticut
$44K +$44K +605 New
BCA
273
Berman Capital Advisors
Georgia
$39K – – –
Fifth Third Bancorp
274
Fifth Third Bancorp
Ohio
$37K – – –
GWS
275
Glassman Wealth Services
Virginia
$35K – – –
9 10
11
12 13