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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

616 hedge funds and large institutions have $8.35B invested in VanEck Morningstar Wide Moat ETF in 2023 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 292 increasing their positions, 132 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
616
Holders Change
+97
Holders Change %
+18.69%
% of All Funds
9.03%
Holding in Top 10
95
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+14.46%
% of All Funds
1.39%
New
131
Increased
292
Reduced
132
Closed
30
Calls
$3.24M
Puts
$501K
Net Calls
+$2.74M
Net Calls Change
+$1.85M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$732M
2
MFIM
Mesirow Financial Investment Management
Illinois
+$191M
3
LPL Financial
LPL Financial
California
+$125M
4
Bank of America
Bank of America
North Carolina
+$116M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$71.7M

Top Sellers

1
TI
TTP Investments
California
-$33.3M
2
OCM
One Capital Management
California
-$26.9M
3
SIS
Strategic Investment Solutions
Illinois
-$25.8M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$17.3M
5
Osaic Holdings
Osaic Holdings
Arizona
-$17.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
EE
251
EWG Elevate
California
$2.51M +$225K +2,653 +10%
P
252
&Partners
Tennessee
$2.51M +$2.51M +30,132 New
EFS
253
Essex Financial Services
Connecticut
$2.49M +$817K +9,622 +49%
FFN
254
Focus Financial Network
Minnesota
$2.47M +$1.15M +13,494 +87%
AWA
255
Arete Wealth Advisors
Illinois
$2.46M +$2.19M +25,856 +818%
BWM
256
BCS Wealth Management
Tennessee
$2.42M +$81.9K +965 +4%
SMC
257
Smith, Moore & Co
Missouri
$2.41M +$363K +4,353 +18%
WWA
258
WCG Wealth Advisors
Nevada
$2.41M +$399K +4,695 +20%
MFG
259
Midwest Financial Group
Kansas
$2.41M +$2.41M +28,379 New
PNC Financial Services Group
260
PNC Financial Services Group
Pennsylvania
$2.4M +$271K +3,189 +13%
IA
261
Inspire Advisors
Idaho
$2.39M -$8.25M -97,198 -78%
PM
262
Parametrica Management
Hong Kong
$2.35M -$4.99M -58,800 -68%
CAM
263
Cresset Asset Management
Illinois
$2.34M -$66K -778 -3%
Goldman Sachs
264
Goldman Sachs
New York
$2.3M -$1.71M -20,115 -43%
CS
265
Credit Suisse
Switzerland
$2.23M – – –
LSA
266
Lansing Street Advisors
Pennsylvania
$2.22M +$2.22M +26,156 New
HWA
267
HHM Wealth Advisors
Tennessee
$2.16M – – –
S
268
Sunpointe
Missouri
$2.16M +$2.16M +25,421 New
HFS
269
Howard Financial Services
Texas
$2.11M +$92.4K +1,089 +5%
OLA
270
Oliver Luxxe Assets
New Jersey
$2.1M -$36.8K -434 -2%
CBFP
271
Cedar Brook Financial Partners
Ohio
$2.08M +$176K +2,100 +9%
AFG
272
Atomi Financial Group
New York
$2.08M +$380K +4,476 +22%
AWG
273
Altus Wealth Group
Colorado
$2.03M +$107K +1,262 +6%
MSAM
274
Moloney Securities Asset Management
Missouri
$2.02M +$2.02M +23,826 New
CRWM
275
Castle Rock Wealth Management
California
$2.01M +$493K +5,950 +32%
9 10
11
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