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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

632 hedge funds and large institutions have $8.88B invested in VanEck Morningstar Wide Moat ETF in 2024 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 313 increasing their positions, 160 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
632
Holders Change
+16
Holders Change %
+2.6%
% of All Funds
9.16%
Holding in Top 10
96
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.05%
% of All Funds
1.39%
New
75
Increased
313
Reduced
160
Closed
50
Calls
$3.96M
Puts
$2.04M
Net Calls
+$1.92M
Net Calls Change
-$826K

Top Buyers

1
MIS
1
Morningstar Investment Services
Illinois
$64.7M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$58.9M
3
FFA
3
First Foundation Advisors
California
$91.6M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$292M
5
Bank of America
5
Bank of America
North Carolina
$794M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$782M
2
PP
2
Prudential plc
United Kingdom
$2.48M
3
GM
3
GeoWealth Management
Illinois
$218K
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$138M
5
AWM
5
AE Wealth Management
Kansas
$428K
Name Holding Trade Value Shares
Change 		Shares
Change %
Jones Financial Companies
301
Jones Financial Companies
Missouri
$2.02M +$1.96M +21,827 +3,332%
Wealthfront Advisers
302
Wealthfront Advisers
California
$1.98M +$72.4K +805 +4%
CIC
303
Carnegie Investment Counsel
Ohio
$1.97M +$28.6K +318 +1%
TCM
304
Triumph Capital Management
Colorado
$1.96M +$216K +2,420 +12%
FFN
305
Focus Financial Network
Minnesota
$1.93M -$515K -6,132 -21%
GSIAS
306
Garden State Investment Advisory Services
New Jersey
$1.9M -$46.8K -525 -2%
AO
307
Advisor OS
Illinois
$1.9M +$1.19M +13,259 +167%
FTUS
308
Flow Traders U.S.
New York
$1.9M +$1.41M +15,736 +291%
LCM
309
Lunt Capital Management
Utah
$1.9M +$166K +1,852 +10%
JWCA
310
J.W. Cole Advisors
Florida
$1.85M +$57.5K +640 +3%
FC
311
FCA Corp
Texas
$1.75M +$104K +1,155 +6%
CAM
312
Cresset Asset Management
Illinois
$1.75M -$737K -8,195 -30%
PS
313
Principal Securities
Iowa
$1.7M +$164K +1,820 +11%
UCB
314
United Community Bank
South Carolina
$1.7M +$1.33M +14,820 +364%
Northern Trust
315
Northern Trust
Illinois
$1.68M – – –
RFA
316
Resurgent Financial Advisors
Georgia
$1.68M +$854K +9,499 +104%
CFCI
317
Comprehensive Financial Consultants Institutional
Indiana
$1.67M -$23K -256 -1%
CAG
318
Csenge Advisory Group
Florida
$1.61M -$159K -1,766 -9%
FHC
319
First Heartland Consultants
Missouri
$1.6M +$62.7K +697 +4%
PF
320
Phoenix Financial
Israel
$1.6M -$1.23M -13,669 -43%
MS
321
Madden Securities
Texas
$1.58M +$1.58M +17,544 New
PG
322
Patten Group
Tennessee
$1.53M -$41.7K -464 -3%
DBIA
323
Dumont & Blake Investment Advisors
New Jersey
$1.51M +$376K +4,183 +33%
SW
324
Simplicity Wealth
New Jersey
$1.51M +$1.3M +14,438 +610%
BFWM
325
Bright Futures Wealth Management
New York
$1.5M +$1.5M +17,289 New
11 12
13
14 15