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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

654 hedge funds and large institutions have $8.36B invested in VanEck Morningstar Wide Moat ETF in 2024 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 270 increasing their positions, 210 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
654
Holders Change
+22
Holders Change %
+3.48%
% of All Funds
9.51%
Holding in Top 10
93
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.13%
% of All Funds
1.35%
New
74
Increased
270
Reduced
210
Closed
42
Calls
$2.56M
Puts
$468K
Net Calls
+$2.09M
Net Calls Change
+$172K

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$26.1M
2
BCM
Brookstone Capital Management
Illinois
+$25.6M
3
AAS
Avantax Advisory Services
Texas
+$20.3M
4
Two Sigma Advisers
Two Sigma Advisers
New York
+$19.6M
5
Two Sigma Investments
Two Sigma Investments
New York
+$17.6M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$85.4M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$42.7M
3
DCM
Davidson Capital Management
Texas
-$39.4M
4
Bank of America
Bank of America
North Carolina
-$25.3M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$22.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
301
Triumph Capital Management
Colorado
$1.87M -$31.1K -359 -2%
GSIAS
302
Garden State Investment Advisory Services
New Jersey
$1.82M -$30.3K -350 -2%
Susquehanna International Group
303
Susquehanna International Group
Pennsylvania
$1.81M +$1.81M +20,955 New
JWCA
304
J.W. Cole Advisors
Florida
$1.8M +$22.9K +264 +1%
PS
305
Principal Securities
Iowa
$1.8M +$158K +1,825 +10%
FC
306
FCA Corp
Texas
$1.77M +$78.6K +907 +5%
UCB
307
United Community Bank
South Carolina
$1.76M +$124K +1,435 +8%
TSS
308
Two Sigma Securities
New York
$1.75M +$731K +8,445 +72%
TPWA
309
TRUE Private Wealth Advisors
Oregon
$1.74M +$410K +4,736 +31%
CAM
310
Cresset Asset Management
Illinois
$1.72M +$34K +392 +2%
National Bank of Canada
311
National Bank of Canada
Quebec, Canada
$1.7M +$253K +2,927 +17%
TB
312
Treynor Bancshares
Iowa
$1.69M -$781K -9,016 -32%
SWP
313
Summit Wealth Partners
Florida
$1.68M +$413K +4,768 +33%
CFCI
314
Comprehensive Financial Consultants Institutional
Indiana
$1.67M +$56.4K +651 +4%
CIA
315
Concurrent Investment Advisors
Florida
$1.65M +$339K +3,914 +26%
MWM
316
Meridian Wealth Management
Kentucky
$1.63M +$1.63M +18,788 New
CW
317
CreativeOne Wealth
Kansas
$1.62M +$281K +3,245 +21%
CCM
318
Cutler Capital Management
Massachusetts
$1.62M +$216K +2,490 +15%
Northern Trust
319
Northern Trust
Illinois
$1.59M -$25.2K -291 -2%
SAG
320
SageView Advisory Group
California
$1.56M +$1.56M +18,069 New
AWA
321
Arete Wealth Advisors
Illinois
$1.56M -$793K -9,169 -34%
MS
322
Madden Securities
Texas
$1.52M – – –
SW
323
Simplicity Wealth
New Jersey
$1.52M +$64K +739 +4%
AW
324
Atlas Wealth
Ohio
$1.48M +$872K +10,114 +142%
EWM
325
Endowment Wealth Management
Wisconsin
$1.47M +$184K +2,125 +14%
11 12
13
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