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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

307 hedge funds and large institutions have $2.93B invested in VanEck Morningstar Wide Moat ETF in 2021 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 156 increasing their positions, 60 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
+4
Holders Change %
+1.32%
% of All Funds
5.39%
Holding in Top 10
34
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.6%
New
40
Increased
156
Reduced
60
Closed
28
Calls
$4.38M
Puts
$408K
Net Calls
+$3.97M
Net Calls Change
+$4.01M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$423M
2
Ameriprise
Ameriprise
Minnesota
$112M
3
AIP
Almanack Investment Partners
Pennsylvania
$15.1M
4
FFC
Fure Financial Corporation
Minnesota
$13.3M
5
Osaic Holdings
Osaic Holdings
Arizona
$45.9M

Top Sellers

1
MCM
Mainstay Capital Management
Michigan
$0
2
PP
Prudential plc
United Kingdom
$825K
3
BCI
Brinker Capital Investments
Pennsylvania
$2.52M
4
Citigroup
Citigroup
New York
$5.12M
5
WP
WealthPLAN Partners
Nebraska
$27.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
FBT
276
First Bank & Trust
South Dakota
$34K – – –
S
277
SignatureFD
Georgia
$29K – – –
GLLW
278
Graves Light Lenhart Wealth
Virginia
$29K – – –
TFGT
279
TS Financial Group (TSFG)
Illinois
$24K – – –
EWM
280
EPG Wealth Management
Georgia
$24K +$24K +334 New
PK
281
Pflug Koory
Nebraska
$23K – – –
JAWM
282
J. Arnold Wealth Management
Ohio
$22K +$22K +305 New
FF
283
FourThought Financial
Florida
$21K – – –
HFM
284
Hartford Financial Management
Connecticut
$19K +$2.58K +35 +16%
GEA
285
Glen Eagle Advisors
New Jersey
$18.3K – – –
JWM
286
Jackson Wealth Management
Florida
$18K -$1.09K -4,953 -6%
CFA
287
Carroll Financial Associates
North Carolina
$17K – – –
EWM
288
Edge Wealth Management
New York
$10K – – –
CFGS
289
Concourse Financial Group Securities
Alabama
$10K +$282 +4 +3%
Optiver Holding
290
Optiver Holding
Netherlands
$10K +$10K +139 New
ME
291
McIlrath & Eck
Washington
$9K – – –
COCM
292
Charter Oak Capital Management
New Hampshire
$9K – – –
MAM
293
McCarthy Asset Management
California
$9K – – –
GI
294
Gradient Investments
Minnesota
$8K +$8K +106 New
AIC
295
Archer Investment Corporation
Indiana
$6.08K – – –
MAM
296
Meeder Asset Management
Ohio
$6K – – –
AF
297
Allworth Financial
California
$5K – – –
KFS
298
Kelly Financial Services
Massachusetts
$4.18K +$4.18K +57 New
BWM
299
Baystate Wealth Management
Massachusetts
$4K – – –
LF
300
Lee Financial
Texas
$4K +$4K +51 New
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12
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