MOAT icon

VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

654 hedge funds and large institutions have $8.36B invested in VanEck Morningstar Wide Moat ETF in 2024 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 270 increasing their positions, 210 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
654
Holders Change
+22
Holders Change %
+3.48%
% of All Funds
9.51%
Holding in Top 10
93
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.13%
% of All Funds
1.35%
New
74
Increased
270
Reduced
210
Closed
42
Calls
$2.56M
Puts
$468K
Net Calls
+$2.09M
Net Calls Change
+$172K

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$26.1M
2
BCM
Brookstone Capital Management
Illinois
+$25.6M
3
AAS
Avantax Advisory Services
Texas
+$20.3M
4
Two Sigma Advisers
Two Sigma Advisers
New York
+$19.6M
5
Two Sigma Investments
Two Sigma Investments
New York
+$17.6M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$85.4M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$42.7M
3
DCM
Davidson Capital Management
Texas
-$39.4M
4
Bank of America
Bank of America
North Carolina
-$25.3M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$22.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BMCM
251
Burns Matteson Capital Management
New York
$3.11M +$1.07M +12,389 +53%
DBIA
252
Dumont & Blake Investment Advisors
New Jersey
$3.09M +$1.63M +18,832 +112%
CPC
253
Cookson Peirce & Co
Pennsylvania
$3.07M -$301K -3,474 -9%
RFA
254
Rollins Financial Advisors
New York
$3.06M -$985K -11,375 -24%
SOS
255
Silver Oak Securities
Tennessee
$3.04M -$1.92M -22,159 -39%
SWM
256
SFG Wealth Management
Maryland
$2.98M +$12.6K +146 +0.4%
PA
257
Paragon Advisors
Texas
$2.96M +$433K +4,997 +17%
FTUS
258
Flow Traders U.S.
New York
$2.8M +$967K +11,169 +53%
LCM
259
Lunt Capital Management
Utah
$2.8M +$968K +11,175 +53%
AO
260
Advisor OS
Illinois
$2.8M +$962K +11,106 +52%
S
261
Sunpointe
Missouri
$2.78M +$194K +2,239 +8%
EE
262
EWG Elevate
California
$2.77M +$220K +2,544 +9%
FPGT
263
Financial Partners Group (Tennessee)
Tennessee
$2.75M +$143K +1,654 +5%
Mercer Global Advisors
264
Mercer Global Advisors
Colorado
$2.66M +$1.04M +12,022 +64%
AFG
265
Atomi Financial Group
New York
$2.66M +$542K +6,254 +26%
WKSWA
266
White Knight Strategic Wealth Advisors
New Jersey
$2.64M -$51.4K -594 -2%
JWBC
267
John W. Brooker & Co
California
$2.58M +$125K +1,447 +5%
KAS
268
KPP Advisory Services
Kentucky
$2.57M -$2.56M -29,602 -50%
LOIM
269
Liberty One Investment Management
Illinois
$2.53M -$40.1K -463 -2%
Fidelity Investments
270
Fidelity Investments
Massachusetts
$2.51M +$380K +4,393 +18%
RIA
271
Realta Investment Advisors
Delaware
$2.51M -$2.25M -25,996 -47%
WWA
272
WCG Wealth Advisors
Nevada
$2.49M +$148K +1,704 +6%
BWM
273
BCS Wealth Management
Tennessee
$2.44M +$520 +6 +0%
OWA
274
Opal Wealth Advisors
New York
$2.42M +$29.8K +344 +1%
WS
275
Wedbush Securities
California
$2.42M +$319K +3,689 +15%
9 10
11
12 13