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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

519 hedge funds and large institutions have $5.8B invested in VanEck Morningstar Wide Moat ETF in 2023 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 255 increasing their positions, 109 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
519
Holders Change
+62
Holders Change %
+13.57%
% of All Funds
8.27%
Holding in Top 10
83
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+23.88%
% of All Funds
1.32%
New
94
Increased
255
Reduced
109
Closed
26
Calls
$1.8M
Puts
$910K
Net Calls
+$887K
Net Calls Change
-$10.9M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$86.5M
2
Bank of America
Bank of America
North Carolina
+$75.7M
3
Osaic Holdings
Osaic Holdings
Arizona
+$49.7M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$48.2M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$45.6M

Top Sellers

1
SC
Soundwatch Capital
Connecticut
-$204M
2
EWA
EP Wealth Advisors
California
-$81M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$72.6M
4
PP
Prudential plc
United Kingdom
-$53.5M
5
PCM
Piedmont Capital Management
Montana
-$48M
Name Holding Trade Value Shares
Change 		Shares
Change %
Prudential Financial
301
Prudential Financial
New Jersey
$877K +$69.7K +920 +9%
AIM
302
Anchor Investment Management
South Carolina
$871K +$157K +2,066 +22%
PWP
303
Principle Wealth Partners
Connecticut
$860K +$200K +2,631 +30%
SEP
304
Southland Equity Partners
Missouri
$856K +$430K +5,674 +101%
VDBMI
305
Van Den Berg Management I
Texas
$856K -$83.3K -1,098 -9%
IC
306
IEQ Capital
California
$844K +$844K +11,134 New
AWS
307
Aspen Wealth Strategies
Colorado
$805K +$74.9K +988 +10%
RFA
308
Resurgent Financial Advisors
Georgia
$801K -$22.8K -300 -3%
FCT
309
First Community Trust
Iowa
$799K -$32.2K -425 -4%
GWANC
310
Guardian Wealth Advisors (North Carolina)
North Carolina
$792K +$89.9K +1,185 +13%
JPMPWA
311
J.P. Morgan Private Wealth Advisors
California
$791K -$3.93M -51,860 -83%
PM
312
Phraction Management
Connecticut
$775K +$94.8K +1,250 +14%
WF
313
Warner Financial
Maryland
$770K +$25.7K +339 +3%
AF
314
Advisornet Financial
Minnesota
$769K +$762K +10,049 +11,166%
SIAP
315
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$769K +$769K +10,138 New
HVP
316
Hudson Value Partners
Florida
$766K +$766K +10,097 New
SSWM
317
Sheets Smith Wealth Management
North Carolina
$750K +$423K +5,575 +129%
NP
318
Nilsine Partners
Colorado
$722K +$57.6K +760 +9%
PFA
319
Petra Financial Advisors
Colorado
$720K +$96.5K +1,273 +15%
AGP
320
Autumn Glory Partners
Texas
$718K +$416K +5,480 +137%
HBW
321
Hazlett, Burt & Watson
West Virginia
$715K +$715K +9,427 New
IWM
322
Iams Wealth Management
Nebraska
$711K +$711K +9,369 New
NFSG
323
Newbridge Financial Services Group
Florida
$709K -$28.8K -380 -4%
LPT
324
Legacy Private Trust
Wisconsin
$703K -$78K -1,029 -10%
KWM
325
Kaydan Wealth Management
Michigan
$703K -$2.88K -38 -0.4%
11 12
13
14 15