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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

457 hedge funds and large institutions have $5.28B invested in VanEck Morningstar Wide Moat ETF in 2023 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 207 increasing their positions, 95 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
457
Holders Change
+79
Holders Change %
+20.9%
% of All Funds
7.21%
Holding in Top 10
67
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+21.82%
% of All Funds
1.06%
New
101
Increased
207
Reduced
95
Closed
16
Calls
$14.4M
Puts
$2.68M
Net Calls
+$11.8M
Net Calls Change
-$73M

Top Buyers

1
LPL Financial
LPL Financial
California
$406M
2
Bank of America
Bank of America
North Carolina
$489M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$103M
4
Morgan Stanley
Morgan Stanley
New York
$450M
5
OWP
Obermeyer Wealth Partners
Colorado
$45.8M

Top Sellers

1
AWM
Activest Wealth Management
Florida
$0
2
PP
Prudential plc
United Kingdom
$56.8M
3
OIA
OneDigital Investment Advisors
Kansas
$80.2M
4
CWM
Cornerstone Wealth Management
Missouri
$835K
5
WP
WealthPLAN Partners
Nebraska
$11.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
251
Perigon Wealth Management
California
$1.3M +$861K +10,788 +197%
USCWA
252
U.S. Capital Wealth Advisors
Texas
$1.29M -$119K -1,497 -8%
CA
253
CoreCap Advisors
Michigan
$1.29M +$1.29M +16,145 New
Wealthfront Advisers
254
Wealthfront Advisers
California
$1.25M +$200K +2,509 +19%
GWSG
255
GPS Wealth Strategies Group
Colorado
$1.22M +$235K +2,950 +24%
Fidelity Investments
256
Fidelity Investments
Massachusetts
$1.22M +$231K +2,893 +23%
CIBC Private Wealth Group
257
CIBC Private Wealth Group
Georgia
$1.21M +$1.21M +15,223 New
AA
258
Ancora Advisors
Ohio
$1.2M +$572K +7,166 +91%
DWM
259
Defined Wealth Management
Oregon
$1.19M +$74.8K +937 +7%
TC
260
Trilogy Capital
California
$1.19M -$75.5K -915 -6%
EFS
261
Essex Financial Services
Connecticut
$1.19M +$564K +7,065 +90%
PG
262
Patten Group
Tennessee
$1.18M +$53.9K +676 +5%
ACA
263
Ascension Capital Advisors
Texas
$1.17M – – –
WI
264
Wintrust Investments
Illinois
$1.14M +$1.14M +14,263 New
EWA
265
EP Wealth Advisors
California
$1.13M +$1.1M +1,043,916 +3,254%
PMG
266
ProVise Management Group
Florida
$1.06M -$166K -2,081 -14%
Brown Advisory
267
Brown Advisory
Maryland
$1.05M +$281K +3,519 +37%
JWCA
268
J.W. Cole Advisors
Florida
$1.02M -$22.5K -282 -2%
PTC
269
Private Trust Company
Ohio
$992K +$502K +6,291 +102%
VDBMI
270
Van Den Berg Management I
Texas
$988K -$8.22K -103 -0.8%
FFN
271
Focus Financial Network
Minnesota
$983K +$78K +978 +9%
WTC
272
WhitTier Trust Company
Nevada
$981K – – –
MIH
273
Meitav Investment House
Israel
$976K -$63.6K -799 -6%
US Bancorp
274
US Bancorp
Minnesota
$945K +$302K +3,790 +47%
CAS
275
Coppell Advisory Solutions
Texas
$915K +$915K +11,541 New
9 10
11
12 13