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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 %
CPC
276
Cookson Peirce & Co
Pennsylvania
$2.99M -$106K -1,139 -3%
AW
277
Atlas Wealth
Ohio
$2.99M +$2.17M +23,418 +267%
FPGT
278
Financial Partners Group (Tennessee)
Tennessee
$2.97M -$14.4K -155 -0.5%
OWA
279
Opal Wealth Advisors
New York
$2.97M +$283K +3,057 +11%
CB
280
Chris Bulman
California
$2.96M -$675K -7,280 -19%
CIA
281
Concurrent Investment Advisors
Florida
$2.95M +$754K +8,127 +34%
KAS
282
KPP Advisory Services
Kentucky
$2.94M -$34.4K -371 -1%
MWM
283
Maridea Wealth Management
New York
$2.92M +$2.92M +31,467 New
WS
284
Wedbush Securities
California
$2.91M -$37.4K -403 -1%
AFG
285
Atomi Financial Group
New York
$2.85M -$47.7K -514 -2%
FP
286
Fiduciary Planning
Florida
$2.8M -$208K -2,238 -7%
CP
287
Creekside Partners
California
$2.72M +$172K +1,859 +7%
WA
288
Waverly Advisors
Alabama
$2.7M +$2.33M +25,119 +621%
EWM
289
Endowment Wealth Management
Wisconsin
$2.7M +$973K +10,493 +56%
TC
290
TFR Capital
Texas
$2.7M +$2.7M +29,128 New
LOIM
291
Liberty One Investment Management
Illinois
$2.68M -$37.9K -409 -1%
PM
292
Parametrica Management
Hong Kong
$2.66M -$1.14M -12,300 -30%
Wealthfront Advisers
293
Wealthfront Advisers
California
$2.65M +$407K +4,390 +18%
RIA
294
Realta Investment Advisors
Delaware
$2.59M -$25.8K -278 -1%
LSA
295
Lansing Street Advisors
Pennsylvania
$2.55M +$33.8K +365 +1%
ACA
296
Aptus Capital Advisors
Alabama
$2.55M +$1.06M +11,447 +71%
SI
297
SimpliFi Inc
California
$2.52M +$15.3K +165 +0.6%
TB
298
Treynor Bancshares
Iowa
$2.49M +$266K +2,867 +12%
JWCA
299
J.W. Cole Advisors
Florida
$2.47M +$496K +5,350 +25%
JWM
300
Jacksonville Wealth Management
Florida
$2.46M +$2.46M +26,529 New
10 11
12
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