MOAT icon

VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

457 hedge funds and large institutions have $5.28B invested in VanEck Morningstar Wide Moat ETF in 2023 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 207 increasing their positions, 95 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
457
Holders Change
+79
Holders Change %
+20.9%
% of All Funds
7.21%
Holding in Top 10
67
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+21.82%
% of All Funds
1.06%
New
101
Increased
207
Reduced
95
Closed
16
Calls
$14.4M
Puts
$2.68M
Net Calls
+$11.8M
Net Calls Change
-$73M

Top Buyers

1
LPL Financial
LPL Financial
California
$406M
2
Bank of America
Bank of America
North Carolina
$489M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$103M
4
Morgan Stanley
Morgan Stanley
New York
$450M
5
OWP
Obermeyer Wealth Partners
Colorado
$45.8M

Top Sellers

1
AWM
Activest Wealth Management
Florida
$0
2
PP
Prudential plc
United Kingdom
$56.8M
3
OIA
OneDigital Investment Advisors
Kansas
$80.2M
4
CWM
Cornerstone Wealth Management
Missouri
$835K
5
WP
WealthPLAN Partners
Nebraska
$11.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
301
Gilbert & Cook
Iowa
$647K -$78.8K -988 -11%
CG
302
Clarus Group
Texas
$640K -$479 -6 -0.1%
SC
303
Scotia Capital
Ontario, Canada
$618K +$13.6K +171 +2%
LSPW
304
Lake Street Private Wealth
Illinois
$598K -$16K -200 -3%
SIC
305
Samalin Investment Counsel
New York
$595K +$190K +2,383 +47%
E
306
ETFidea
New York
$581K – – –
PA
307
PSI Advisors
Florida
$577K -$3.43K -43 -0.6%
DBIA
308
Dumont & Blake Investment Advisors
New Jersey
$568K – – –
LC
309
Landaas & Company
Wisconsin
$558K +$292K +3,665 +110%
IF
310
Intrua Financial
Texas
$552K +$2.15K +27 +0.4%
KPWS
311
Kestra Private Wealth Services
Texas
$544K +$224K +2,813 +70%
TCM
312
Triumph Capital Management
Colorado
$539K -$38.1K -478 -7%
LCGC
313
Legacy Capital Group California
California
$532K +$532K +6,666 New
Manulife (Manufacturers Life Insurance)
314
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$510K +$510K +6,393 New
OSNBOA
315
Old Second National Bank of Aurora
Illinois
$509K – – –
BCM
316
Beck Capital Management
Texas
$502K +$502K +6,289 New
JWBC
317
John W. Brooker & Co
California
$492K +$126K +1,581 +34%
RC
318
Randolph Company
Ohio
$484K -$36.2K -454 -7%
CAMG
319
CWA Asset Management Group
Florida
$464K +$464K +5,819 New
CAM
320
Cozad Asset Management
Illinois
$460K +$460K +5,760 New
Citadel Advisors
321
Citadel Advisors
Florida
$457K +$79.7K +999 +21%
WLPWM
322
Walled Lake Planning & Wealth Management
Illinois
$450K -$12.9K -162 -3%
VCM
323
Vision Capital Management
Oregon
$449K +$163K +2,039 +57%
SEP
324
Southland Equity Partners
Missouri
$448K -$9.34K -117 -2%
PW
325
Peninsula Wealth
California
$447K +$43.3K +543 +11%
11 12
13
14 15