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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

349 hedge funds and large institutions have $3.41B invested in VanEck Morningstar Wide Moat ETF in 2021 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 171 increasing their positions, 68 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
349
Holders Change
+42
Holders Change %
+13.68%
% of All Funds
5.39%
Holding in Top 10
46
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+35.29%
% of All Funds
0.71%
New
70
Increased
171
Reduced
68
Closed
22
Calls
$205K
Puts
$670K
Net Calls
-$465K
Net Calls Change
-$4.44M

Top Buyers

1
BlackRock
BlackRock
New York
$43M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$195M
3
LPL Financial
LPL Financial
California
$171M
4
Morgan Stanley
Morgan Stanley
New York
$353M
5
Bank of America
Bank of America
North Carolina
$450M

Top Sellers

1
CAN
Cetera Advisor Networks
California
$3.58M
2
Barclays
Barclays
United Kingdom
$0
3
WWM
WJ Wealth Management
Arizona
$0
4
AI
Atria Investments
North Carolina
$1M
5
AGA
Accuvest Global Advisors
Utah
$845K
Name Holding Trade Value Shares
Change 		Shares
Change %
ZB
301
Zions Bancorporation
Utah
$110K – – –
TWM
302
Tradition Wealth Management
Minnesota
$101K – – –
WWM
303
Wagner Wealth Management
South Carolina
$99K – – –
RDIA
304
RE Dickinson Investment Advisors
Iowa
$78K +$78K +1,022 New
ACA
305
Atlas Capital Advisors
Wyoming
$70.9K +$18.3K +240 +35%
TH
306
TCTC Holdings
Texas
$69K – – –
BFEC
307
Benjamin F. Edwards & Company
Missouri
$62K -$22.5K -298 -27%
TWA
308
TCI Wealth Advisors
Arizona
$60K -$46K -607 -43%
SCA
309
Snowden Capital Advisors
New York
$58K +$58K +768 New
WWM
310
Wolff Wiese Magana
California
$57K – – –
MCC
311
Money Concepts Capital
Florida
$51K +$51K +675 New
AWM
312
Aspire Wealth Management
Massachusetts
$48K +$48K +633 New
PCG
313
Private Capital Group
Connecticut
$46K – – –
MAM
314
Meeder Asset Management
Ohio
$44K +$37.6K +498 +586%
AWA
315
Amplius Wealth Advisors
Pennsylvania
$44K +$44K +584 New
Bank of Montreal
316
Bank of Montreal
Ontario, Canada
$40K -$11.4K -150 -22%
Optiver Holding
317
Optiver Holding
Netherlands
$39K +$28.5K +378 +272%
BWA
318
BDO Wealth Advisors
Florida
$38K +$38K +500 New
GWS
319
Glassman Wealth Services
Virginia
$37K – – –
FBT
320
First Bank & Trust
South Dakota
$35K – – –
GLLW
321
Graves Light Lenhart Wealth
Virginia
$30K – – –
JAWM
322
J. Arnold Wealth Management
Ohio
$30K +$6.42K +83 +27%
EWM
323
EPG Wealth Management
Georgia
$26K +$308 +4 +1%
PK
324
Pflug Koory
Nebraska
$24K – – –
TFGT
325
TS Financial Group (TSFG)
Illinois
$24K – – –
11 12
13
14 15