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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

374 hedge funds and large institutions have $4.25B invested in VanEck Morningstar Wide Moat ETF in 2022 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 159 increasing their positions, 122 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
374
Holders Change
+24
Holders Change %
+6.86%
% of All Funds
6.03%
Holding in Top 10
50
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+16.28%
% of All Funds
0.81%
New
56
Increased
159
Reduced
122
Closed
24
Calls
$29.9M
Puts
$247K
Net Calls
+$29.7M
Net Calls Change
+$29.4M

Top Buyers

1
TWM
1
Tanager Wealth Management
United Kingdom
$18.3M
2
Cerity Partners
2
Cerity Partners
New York
$19.2M
3
RJA
3
Raymond James & Associates
Florida
$135M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$42.7M
5
SFBLI
5
Southern Farm Bureau Life Insurance
Mississippi
$40.7M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$143M
2
OIA
2
OneDigital Investment Advisors
Kansas
$80M
3
AWA
3
Arete Wealth Advisors
Illinois
$1.01B
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$160M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$22.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Comerica Bank
301
Comerica Bank
Texas
$242K -$67.6K -967 -22%
SVWAG
302
Sound View Wealth Advisors Group
Georgia
$238K +$238K +2,810 New
MIFH
303
Migdal Insurance & Financial Holdings
Israel
$234K – – –
WCG
304
Weaver Consulting Group
California
$229K – – –
FWM
305
Fairhaven Wealth Management
Illinois
$219K +$219K +3,376 New
EP
306
Eudaimonia Partners
Tennessee
$218K – – –
DL
307
DOHJ LLC
Washington
$218K +$218K +3,351 New
FPAS
308
Focus Partners Advisor Solutions
Missouri
$215K -$13.2K -203 -6%
PHS
309
Pekin Hardy Strauss
Illinois
$213K +$213K +3,285 New
CIBC Private Wealth Group
310
CIBC Private Wealth Group
Georgia
$213K +$213K +3,283 New
BEI
311
Benjamin Edwards Inc
Missouri
$208K +$5.39K +83 +3%
MC
312
Moors & Cabot
Massachusetts
$203K +$203K +3,131 New
PAS
313
Park Avenue Securities
New York
$203K +$203K +3,134 New
KWM
314
Kingsview Wealth Management
Oregon
$202K -$143K -2,203 -41%
TCM
315
TD Capital Management
Tennessee
$195K -$170K -2,622 -47%
HNB
316
Huntington National Bank
Ohio
$173K -$160K – –
PGAM
317
Princeton Global Asset Management
New Jersey
$143K +$129 +2 +0.1%
KFI
318
Key Financial Inc
Pennsylvania
$134K – – –
PA
319
Parallel Advisors
California
$128K – – –
PFA
320
Pathway Financial Advisers
Indiana
$106K +$106K +1,632 New
AF
321
Allworth Financial
California
$102K – – –
Bank of Montreal
322
Bank of Montreal
Ontario, Canada
$101K -$76K -1,134 -43%
WWM
323
Wolff Wiese Magana
California
$98.9K +$50.6K +780 +105%
JFGIW
324
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$97.4K – – –
DI
325
Disciplined Investments
Oklahoma
$96.7K +$96.7K +1,490 New
11 12
13
14 15