MOAT icon

VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

519 hedge funds and large institutions have $5.8B invested in VanEck Morningstar Wide Moat ETF in 2023 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 255 increasing their positions, 109 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
519
Holders Change
+62
Holders Change %
+13.57%
% of All Funds
8.27%
Holding in Top 10
83
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+23.88%
% of All Funds
1.32%
New
94
Increased
255
Reduced
109
Closed
26
Calls
$1.8M
Puts
$910K
Net Calls
+$887K
Net Calls Change
-$10.9M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$514M
2
Bank of America
Bank of America
North Carolina
$540M
3
Osaic Holdings
Osaic Holdings
Arizona
$132M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$146M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$45.6M

Top Sellers

1
SC
Soundwatch Capital
Connecticut
$474K
2
EWA
EP Wealth Advisors
California
$653K
3
RJFSA
Raymond James Financial Services Advisors
Florida
$155M
4
PP
Prudential plc
United Kingdom
$489K
5
PCM
Piedmont Capital Management
Montana
$5.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
T
251
TRUADVICE
Florida
$1.64M -$61.4K -825 -4%
NMG
252
New Millennium Group
Utah
$1.63M -$75.1K -990 -4%
SFA
253
Sequoia Financial Advisors
Ohio
$1.61M +$216K +2,853 +16%
PFGIA
254
Patriot Financial Group Insurance Agency
Massachusetts
$1.6M +$210K +2,766 +15%
9WM
255
9258 Wealth Management
Ohio
$1.6M +$196K +2,580 +14%
CIC
256
Carnegie Investment Counsel
Ohio
$1.58M +$140K +1,844 +10%
GWSG
257
GPS Wealth Strategies Group
Colorado
$1.56M +$392K +5,175 +34%
AFG
258
Atomi Financial Group
New York
$1.52M +$268K +3,535 +21%
Northern Trust
259
Northern Trust
Illinois
$1.5M +$15.5K +205 +1%
CAG
260
Csenge Advisory Group
Florida
$1.5M -$1.04M -13,768 -41%
EFS
261
Essex Financial Services
Connecticut
$1.5M +$369K +4,859 +33%
Wealthfront Advisers
262
Wealthfront Advisers
California
$1.48M +$284K +3,744 +24%
LCM
263
Lunt Capital Management
Utah
$1.48M +$125K +1,654 +9%
KA
264
Kovack Advisors
Florida
$1.46M +$17.8K +235 +1%
PA
265
Paragon Advisors
Texas
$1.41M -$677K -8,929 -32%
KTM
266
Keeler Thomas Management
Utah
$1.39M +$1.39M +19,531 New
FC
267
FCA Corp
Texas
$1.38M +$1.38M +18,223 New
CRWM
268
Castle Rock Wealth Management
California
$1.38M +$564K +7,502 +69%
CFCI
269
Comprehensive Financial Consultants Institutional
Indiana
$1.33M +$1.33M +17,554 New
Two Sigma Investments
270
Two Sigma Investments
New York
$1.3M +$1.3M +17,100 New
VAG
271
VisionPoint Advisory Group
Texas
$1.28M +$1.28M +16,897 New
Fidelity Investments
272
Fidelity Investments
Massachusetts
$1.26M +$103K +1,362 +9%
JWCA
273
J.W. Cole Advisors
Florida
$1.25M +$281K +3,700 +29%
PWM
274
Perigon Wealth Management
California
$1.24M +$3.56K +47 +0.3%
MIH
275
Meitav Investment House
Israel
$1.23M +$303K +4,007 +33%
9 10
11
12 13