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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

632 hedge funds and large institutions have $8.88B invested in VanEck Morningstar Wide Moat ETF in 2024 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 313 increasing their positions, 160 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
632
Holders Change
+16
Holders Change %
+2.6%
% of All Funds
9.16%
Holding in Top 10
96
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.05%
% of All Funds
1.39%
New
75
Increased
313
Reduced
160
Closed
50
Calls
$3.96M
Puts
$2.04M
Net Calls
+$1.92M
Net Calls Change
-$826K

Top Buyers

1
MIS
1
Morningstar Investment Services
Illinois
$64.7M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$58.9M
3
FFA
3
First Foundation Advisors
California
$91.6M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$292M
5
Bank of America
5
Bank of America
North Carolina
$794M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$782M
2
PP
2
Prudential plc
United Kingdom
$2.48M
3
GM
3
GeoWealth Management
Illinois
$218K
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$138M
5
AWM
5
AE Wealth Management
Kansas
$428K
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
276
Arete Wealth Advisors
Illinois
$2.44M -$166K -1,851 -6%
WWA
277
WCG Wealth Advisors
Nevada
$2.43M -$125K -1,395 -5%
IA
278
Inspire Advisors
Idaho
$2.42M -$110K -1,219 -4%
BFG
279
Berger Financial Group
Minnesota
$2.4M +$1.95M +21,658 +429%
PNC Financial Services Group
280
PNC Financial Services Group
Pennsylvania
$2.39M -$152K -1,689 -6%
LA
281
Lifeworks Advisors
Michigan
$2.36M +$2.36M +26,258 New
TW
282
Transform Wealth
Colorado
$2.36M +$975K +10,844 +71%
CBFP
283
Cedar Brook Financial Partners
Ohio
$2.28M +$42.3K +471 +2%
LSA
284
Lansing Street Advisors
Pennsylvania
$2.24M -$108K -1,200 -5%
HWA
285
HHM Wealth Advisors
Tennessee
$2.23M -$52.1K -580 -2%
CPIA
286
Cornell Pochily Investment Advisors
New York
$2.23M +$144K +1,599 +7%
Fidelity Investments
287
Fidelity Investments
Massachusetts
$2.22M +$453K +5,043 +26%
ZIMP
288
Zimmermann Investment Management & Planning
Pennsylvania
$2.21M -$5.8M -64,520 -72%
GS
289
GTS Securities
New York
$2.21M +$2.21M +24,532 New
AFG
290
Atomi Financial Group
New York
$2.2M -$6.92K -77 -0.3%
ES
291
Eagle Strategies
New York
$2.18M -$10.6M -118,388 -83%
WS
292
Wedbush Securities
California
$2.18M +$218K +2,423 +11%
9WM
293
9258 Wealth Management
Ohio
$2.13M +$153K +1,697 +8%
CSI
294
Cross Staff Investments
New York
$2.13M +$21.7K +241 +1%
OLA
295
Oliver Luxxe Assets
New Jersey
$2.13M -$95.9K -1,067 -4%
BCA
296
Bay Colony Advisors
Massachusetts
$2.13M +$675K +7,509 +47%
HIC
297
Hartline Investment Corp
Illinois
$2.13M +$2.13M +23,656 New
BMCM
298
Burns Matteson Capital Management
New York
$2.11M +$1.76M +19,539 +494%
CRWM
299
Castle Rock Wealth Management
California
$2.1M +$35.1K +412 +2%
HP
300
Holistic Planning
Texas
$2.05M -$76.5K -851 -4%
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