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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

349 hedge funds and large institutions have $3.41B invested in VanEck Morningstar Wide Moat ETF in 2021 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 171 increasing their positions, 68 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
349
Holders Change
+42
Holders Change %
+13.68%
% of All Funds
5.39%
Holding in Top 10
46
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+35.29%
% of All Funds
0.71%
New
70
Increased
171
Reduced
68
Closed
22
Calls
$205K
Puts
$670K
Net Calls
-$465K
Net Calls Change
-$4.44M

Top Buyers

1
BlackRock
BlackRock
New York
$43M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$195M
3
LPL Financial
LPL Financial
California
$171M
4
Morgan Stanley
Morgan Stanley
New York
$353M
5
Bank of America
Bank of America
North Carolina
$450M

Top Sellers

1
CAN
Cetera Advisor Networks
California
$3.58M
2
Barclays
Barclays
United Kingdom
$0
3
WWM
WJ Wealth Management
Arizona
$0
4
AI
Atria Investments
North Carolina
$1M
5
AGA
Accuvest Global Advisors
Utah
$845K
Name Holding Trade Value Shares
Change 		Shares
Change %
BCA
251
Bay Colony Advisors
Massachusetts
$403K +$3.96K +52 +1%
CCM
252
Cutler Capital Management
Massachusetts
$399K +$209K +2,747 +110%
PA
253
PSI Advisors
Florida
$391K +$49.7K +652 +15%
Lido Advisors
254
Lido Advisors
California
$389K +$45.6K +601 +13%
CIAS
255
Capital Investment Advisory Services
North Carolina
$379K +$47.9K +630 +14%
CIBC World Market
256
CIBC World Market
Ontario, Canada
$377K – – –
WF
257
Welch & Forbes
Massachusetts
$369K – – –
PCIG
258
Partners Capital Investment Group
Massachusetts
$366K +$138K +1,809 +60%
SIA
259
Soltis Investment Advisors
Utah
$360K +$360K +4,731 New
PIA
260
Perennial Investment Advisors
California
$351K -$16.1K -212 -4%
RC
261
Randolph Company
Ohio
$345K +$45.1K +593 +15%
PWM
262
Perigon Wealth Management
California
$332K +$60.5K +795 +22%
PW
263
Peninsula Wealth
California
$330K +$330K +4,330 New
YIH
264
Y-Intercept (HK)
Hong Kong
$324K +$324K +4,254 New
HI
265
Harbour Investments
Wisconsin
$314K -$249K -3,276 -44%
WOSD
266
WFA of San Diego
California
$311K +$58.4K +767 +23%
ADL
267
Asset Dedication LLC
California
$311K +$114K +1,500 +58%
MC
268
Moors & Cabot
Massachusetts
$310K +$228 +3 +0.1%
PFS
269
Prospera Financial Services
Texas
$310K +$73.7K +966 +31%
WFM
270
Wolff Financial Management
Michigan
$303K +$837 +11 +0.3%
DL
271
DOHJ LLC
Washington
$294K +$3.19K +42 +1%
HHRDM
272
H&H Retirement Design & Management
Nevada
$285K +$285K +3,882 New
CISOA
273
Capital Investment Services of America
Wisconsin
$278K – – –
5L
274
55I LLC
Massachusetts
$276K +$276K +3,621 New
NWMG
275
National Wealth Management Group
Ohio
$274K +$274K +3,597 New
9 10
11
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