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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 %
OWA
276
Opal Wealth Advisors
New York
$2.01M +$56.2K +662 +3%
HP
277
Holistic Planning
Texas
$2.01M +$2.01M +23,638 New
CSI
278
Cross Staff Investments
New York
$1.99M -$17.1K -202 -0.9%
CPIA
279
Cornell Pochily Investment Advisors
New York
$1.97M +$69.9K +823 +4%
WWM
280
WJ Wealth Management
Arizona
$1.92M -$8.97M -105,706 -82%
SI
281
SimpliFi Inc
California
$1.89M – – –
JWBC
282
John W. Brooker & Co
California
$1.88M +$1.13M +13,368 +152%
9WM
283
9258 Wealth Management
Ohio
$1.87M +$81.9K +965 +5%
GSIAS
284
Garden State Investment Advisory Services
New Jersey
$1.86M +$849 +10 +0%
WS
285
Wedbush Securities
California
$1.85M -$37.4K -441 -2%
GWSG
286
GPS Wealth Strategies Group
Colorado
$1.84M +$95K +1,119 +5%
CIC
287
Carnegie Investment Counsel
Ohio
$1.83M +$68.2K +804 +4%
Wealthfront Advisers
288
Wealthfront Advisers
California
$1.81M +$154K +1,819 +9%
SAG
289
SageView Advisory Group
California
$1.71M -$1.16M -13,587 -40%
Prudential Financial
290
Prudential Financial
New Jersey
$1.7M +$721K +8,498 +73%
JWCA
291
J.W. Cole Advisors
Florida
$1.69M +$289K +3,400 +21%
CAG
292
Csenge Advisory Group
Florida
$1.67M -$6.71K -79 -0.4%
Fidelity Investments
293
Fidelity Investments
Massachusetts
$1.66M +$253K +2,980 +18%
TCM
294
Triumph Capital Management
Colorado
$1.66M -$558K -6,576 -25%
LCM
295
Lunt Capital Management
Utah
$1.64M -$15.6K -184 -0.9%
CFCI
296
Comprehensive Financial Consultants Institutional
Indiana
$1.6M +$109K +1,290 +7%
Northern Trust
297
Northern Trust
Illinois
$1.58M -$92.5K -1,090 -6%
FC
298
FCA Corp
Texas
$1.56M +$8.57K +101 +0.6%
PA
299
Paragon Advisors
Texas
$1.51M -$69.8K -822 -4%
PG
300
Patten Group
Tennessee
$1.48M +$197K +2,322 +15%
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