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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

374 hedge funds and large institutions have $4.25B invested in VanEck Morningstar Wide Moat ETF in 2022 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 159 increasing their positions, 122 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
374
Holders Change
+24
Holders Change %
+6.86%
% of All Funds
6.03%
Holding in Top 10
50
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+16.28%
% of All Funds
0.81%
New
56
Increased
159
Reduced
122
Closed
24
Calls
$29.9M
Puts
$247K
Net Calls
+$29.7M
Net Calls Change
+$29.4M

Top Buyers

1
TWM
1
Tanager Wealth Management
United Kingdom
$18.3M
2
Cerity Partners
2
Cerity Partners
New York
$19.2M
3
RJA
3
Raymond James & Associates
Florida
$135M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$42.7M
5
SFBLI
5
Southern Farm Bureau Life Insurance
Mississippi
$40.7M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$143M
2
OIA
2
OneDigital Investment Advisors
Kansas
$80M
3
AWA
3
Arete Wealth Advisors
Illinois
$1.01B
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$160M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$22.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
IF
251
Intrua Financial
Texas
$495K -$136 -2 -0%
OSNBOA
252
Old Second National Bank of Aurora
Illinois
$494K – – –
Two Sigma Advisers
253
Two Sigma Advisers
New York
$493K -$461K -7,100 -48%
NA
254
NewEdge Advisors
Louisiana
$484K +$129K +2,751 +36%
TCM
255
Triumph Capital Management
Colorado
$476K -$1.77M -27,320 -79%
E
256
ETFidea
New York
$473K – – –
UCFA
257
United Capital Financial Advisors
Texas
$471K -$86.3K -1,329 -15%
PA
258
PSI Advisors
Florida
$471K +$4.22K +65 +0.9%
DBIA
259
Dumont & Blake Investment Advisors
New Jersey
$462K +$19.4K +299 +4%
Lido Advisors
260
Lido Advisors
California
$456K +$162K +2,496 +55%
MIH
261
Meitav Investment House
Israel
$452K +$131K +2,026 +41%
US Bancorp
262
US Bancorp
Minnesota
$444K +$184K +2,829 +70%
HI
263
Harbour Investments
Wisconsin
$439K – – –
RC
264
Randolph Company
Ohio
$423K -$454 -7 -0.1%
CA
265
Crewe Advisors
Utah
$417K -$101K -1,553 -19%
SFS
266
Stiles Financial Services
Minnesota
$415K +$415K +7,598 New
SIC
267
Samalin Investment Counsel
New York
$411K +$125K +1,922 +44%
CIBC World Market
268
CIBC World Market
Ontario, Canada
$405K – – –
PTC
269
Private Trust Company
Ohio
$387K +$3.44K +53 +0.9%
SEP
270
Southland Equity Partners
Missouri
$372K -$15.2K -234 -4%
BJL
271
Brighton Jones LLC
Washington
$368K +$65 +1 +0%
SL
272
SWMG LLC
Texas
$367K -$346K -5,338 -49%
YIH
273
Y-Intercept (HK)
Hong Kong
$356K -$1.5M -23,083 -81%
Mercer Global Advisors
274
Mercer Global Advisors
Colorado
$347K -$146K -2,252 -30%
WLPWM
275
Walled Lake Planning & Wealth Management
Illinois
$337K +$26.1K +402 +8%
9 10
11
12 13