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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

704 hedge funds and large institutions have $9.1B invested in VanEck Morningstar Wide Moat ETF in 2024 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 294 increasing their positions, 217 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
704
Holders Change
+36
Holders Change %
+5.39%
% of All Funds
9.37%
Holding in Top 10
102
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.92%
% of All Funds
1.36%
New
93
Increased
294
Reduced
217
Closed
44
Calls
$2.55M
Puts
$668K
Net Calls
+$1.88M
Net Calls Change
-$445K

Top Buyers

1
MFIM
1
Mesirow Financial Investment Management
Illinois
$325M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$63.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$819M
4
B
4
Barings
North Carolina
$24.2M
5
AAS
5
Avantax Advisory Services
Texas
$80.7M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$676M
2
MIS
2
Morningstar Investment Services
Illinois
$9.5M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$0
4
OCBCO
4
Oversea-Chinese Banking Corp (OCBC)
Singapore
$13.4M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$2.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
PIA
251
Panoramic Investment Advisors
Colorado
$3.77M -$231K -2,495 -6%
AWM
252
AE Wealth Management
Kansas
$3.77M +$3.23M +34,817 +598%
HCA
253
Heck Capital Advisors
Wisconsin
$3.72M -$2M -21,550 -35%
PA
254
Paragon Advisors
Texas
$3.7M +$392K +4,226 +12%
GRP
255
Global Retirement Partners
California
$3.68M -$257K -2,771 -7%
MC
256
McCarthy & Cox
Ohio
$3.66M -$127K -1,372 -3%
TW
257
Trajan Wealth
Arizona
$3.6M -$50.5K -545 -1%
FSA
258
Financial Services Advisory
Maryland
$3.6M -$422K -4,555 -11%
IF
259
IRON Financial
Illinois
$3.59M -$409K -4,412 -10%
SFPG
260
Stonebridge Financial Planning Group
Florida
$3.56M +$495K +5,341 +16%
CFP
261
Cascade Financial Partners
California
$3.55M – – –
S
262
Sunpointe
Missouri
$3.53M -$133K -1,434 -4%
RWA
263
Rooted Wealth Advisors
Illinois
$3.51M +$319K +3,439 +10%
AC
264
Anson Capital
Georgia
$3.46M -$202K -2,175 -6%
CWM
265
Collaborative Wealth Management
Florida
$3.4M +$46.9K +506 +1%
XF
266
XML Financial
Maryland
$3.35M +$524K +5,648 +19%
TW
267
Transform Wealth
Colorado
$3.34M -$371K -4,001 -10%
VPF
268
Vantage Point Financial
Illinois
$3.33M +$3.33M +35,916 New
Fidelity Investments
269
Fidelity Investments
Massachusetts
$3.32M +$395K +4,264 +14%
LWM
270
Lionsbridge Wealth Management
Florida
$3.25M -$1.52M -16,379 -32%
DWM
271
Darwin Wealth Management
Florida
$3.24M -$357K -3,854 -10%
SWM
272
SFG Wealth Management
Maryland
$3.17M -$16.5K -178 -0.5%
PWM
273
Provident Wealth Management
Tennessee
$3.15M -$1.13M -12,136 -26%
RFN
274
RDA Financial Network
Iowa
$3.12M -$2.44M -26,329 -44%
KWA
275
Kingswood Wealth Advisors
California
$3.03M +$1.42M +15,356 +89%
9 10
11
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