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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

616 hedge funds and large institutions have $8.35B invested in VanEck Morningstar Wide Moat ETF in 2023 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 292 increasing their positions, 132 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
616
Holders Change
+97
Holders Change %
+18.69%
% of All Funds
9.03%
Holding in Top 10
95
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+14.46%
% of All Funds
1.39%
New
131
Increased
292
Reduced
132
Closed
30
Calls
$3.24M
Puts
$501K
Net Calls
+$2.74M
Net Calls Change
+$1.85M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$732M
2
MFIM
Mesirow Financial Investment Management
Illinois
+$191M
3
LPL Financial
LPL Financial
California
+$125M
4
Bank of America
Bank of America
North Carolina
+$116M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$71.7M

Top Sellers

1
TI
TTP Investments
California
-$33.3M
2
OCM
One Capital Management
California
-$26.9M
3
SIS
Strategic Investment Solutions
Illinois
-$25.8M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$17.3M
5
Osaic Holdings
Osaic Holdings
Arizona
-$17.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHC
301
First Heartland Consultants
Missouri
$1.45M +$190K +2,240 +15%
PS
302
Principal Securities
Iowa
$1.45M +$1.45M +17,081 New
National Bank of Canada
303
National Bank of Canada
Quebec, Canada
$1.4M +$14K +166 +1%
MWM
304
Meridian Wealth Management
Kentucky
$1.38M +$1.38M +16,290 New
BCA
305
Bay Colony Advisors
Massachusetts
$1.37M +$1.14M +13,462 +501%
PWM
306
Perigon Wealth Management
California
$1.32M -$64.3K -758 -5%
CP
307
Castleview Partners
Texas
$1.32M +$1.31M +15,477 +38,693%
TW
308
Transform Wealth
Colorado
$1.31M +$1.08M +12,697 +473%
CIBC Private Wealth Group
309
CIBC Private Wealth Group
Georgia
$1.29M – – –
US Bancorp
310
US Bancorp
Minnesota
$1.27M +$48.7K +574 +4%
DWM
311
Defined Wealth Management
Oregon
$1.26M -$3.4K -40 -0.3%
CCM
312
Cutler Capital Management
Massachusetts
$1.25M +$178K +2,102 +17%
ACA
313
Ascension Capital Advisors
Texas
$1.25M – – –
Brown Advisory
314
Brown Advisory
Maryland
$1.22M -$105K -1,239 -8%
WI
315
Wintrust Investments
Illinois
$1.21M -$3.05K -36 -0.3%
SS
316
Simplicity Solutions
Minnesota
$1.19M +$1.19M +14,067 New
BFG
317
Bleakley Financial Group
New Jersey
$1.19M +$1.19M +14,067 New
WWM
318
Wolff Wiese Magana
California
$1.18M +$468K +5,510 +66%
ACA
319
Aptus Capital Advisors
Alabama
$1.17M -$2.4M -28,312 -67%
GWANC
320
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.15M +$269K +3,164 +30%
TC
321
Trilogy Capital
California
$1.15M +$4.75K +56 +0.4%
IWC
322
Integrated Wealth Concepts
Massachusetts
$1.15M -$22.4K -264 -2%
Citadel Advisors
323
Citadel Advisors
Florida
$1.15M +$1.15M +13,511 New
CCP
324
Clarity Capital Partners
California
$1.14M +$1.14M +13,483 New
Mercer Global Advisors
325
Mercer Global Advisors
Colorado
$1.14M -$1.67M -19,640 -59%
11 12
13
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