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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
+$86.5M
2
Bank of America
Bank of America
North Carolina
+$75.7M
3
Osaic Holdings
Osaic Holdings
Arizona
+$49.7M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$48.2M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$45.6M

Top Sellers

1
SC
Soundwatch Capital
Connecticut
-$204M
2
EWA
EP Wealth Advisors
California
-$81M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$72.6M
4
PP
Prudential plc
United Kingdom
-$53.5M
5
PCM
Piedmont Capital Management
Montana
-$48M
Name Holding Trade Value Shares
Change 		Shares
Change %
National Bank of Canada
276
National Bank of Canada
Quebec, Canada
$1.23M -$10.4K -139 -0.8%
CF
277
Centaurus Financial
California
$1.19M -$56.1K -740 -5%
Nomura Asset Management
278
Nomura Asset Management
Japan
$1.19M -$1.42M -18,770 -54%
Brown Advisory
279
Brown Advisory
Maryland
$1.18M +$189K +2,488 +19%
FFN
280
Focus Financial Network
Minnesota
$1.18M +$248K +3,273 +27%
CIBC Private Wealth Group
281
CIBC Private Wealth Group
Georgia
$1.16M +$1.37K +18 +0.1%
PG
282
Patten Group
Tennessee
$1.15M +$26.8K +354 +2%
DWM
283
Defined Wealth Management
Oregon
$1.13M -$2.28K -30 -0.2%
FHC
284
First Heartland Consultants
Missouri
$1.13M +$890K +11,741 +373%
SOS
285
Silver Oak Securities
Tennessee
$1.12M -$1.04M -13,698 -48%
ACA
286
Ascension Capital Advisors
Texas
$1.12M – – –
US Bancorp
287
US Bancorp
Minnesota
$1.09M +$195K +2,566 +22%
WI
288
Wintrust Investments
Illinois
$1.08M – – –
SIC
289
Samalin Investment Counsel
New York
$1.07M +$504K +6,642 +89%
IWC
290
Integrated Wealth Concepts
Massachusetts
$1.05M +$725K +9,559 +225%
PTC
291
Private Trust Company
Ohio
$1.03M +$86.8K +1,145 +9%
TC
292
Trilogy Capital
California
$1.03M -$65.9K -869 -6%
LFG
293
Larson Financial Group
Missouri
$981K +$912K +12,025 +1,329%
PMG
294
ProVise Management Group
Florida
$965K -$45.3K -597 -4%
YIH
295
Y-Intercept (HK)
Hong Kong
$958K +$552K +7,275 +136%
CCM
296
Cutler Capital Management
Massachusetts
$958K +$174K +2,300 +22%
WTC
297
WhitTier Trust Company
Nevada
$932K – – –
CWP
298
Concord Wealth Partners
Virginia
$904K +$904K +11,923 New
MCC
299
Money Concepts Capital
Florida
$894K +$894K +11,790 New
CWM
300
Cornerstone Wealth Management
Missouri
$882K +$89K +1,173 +11%
10 11
12
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