MOAT icon

VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

668 hedge funds and large institutions have $9.52B invested in VanEck Morningstar Wide Moat ETF in 2024 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 275 increasing their positions, 224 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
668
Holders Change
+14
Holders Change %
+2.14%
% of All Funds
9.66%
Holding in Top 10
104
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+11.83%
% of All Funds
1.5%
New
60
Increased
275
Reduced
224
Closed
37
Calls
$3.05M
Puts
$727K
Net Calls
+$2.33M
Net Calls Change
+$240K

Top Buyers

1
LPL Financial
LPL Financial
California
+$59.5M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$47.9M
3
AAS
Avantax Advisory Services
Texas
+$38.3M
4
RWA
Redhawk Wealth Advisors
Minnesota
+$30.4M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$24.5M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$41.2M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$26.5M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$25.3M
4
PAG
Private Advisor Group
New Jersey
-$19.3M
5
UBS Group
UBS Group
Switzerland
-$18.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
EE
301
EWG Elevate
California
$2.37M -$730K -7,531 -24%
Wealthfront Advisers
302
Wealthfront Advisers
California
$2.35M +$170K +1,754 +8%
BCA
303
Bay Colony Advisors
Massachusetts
$2.33M +$184K +1,896 +9%
TB
304
Treynor Bancshares
Iowa
$2.32M +$429K +4,425 +23%
Northern Trust
305
Northern Trust
Illinois
$2.3M +$521K +5,373 +29%
CIA
306
Concurrent Investment Advisors
Florida
$2.3M +$446K +4,603 +24%
CSI
307
Cross Staff Investments
New York
$2.28M -$47.6K -491 -2%
LA
308
Lifeworks Advisors
Michigan
$2.24M -$146K -1,507 -6%
BEI
309
Benjamin Edwards Inc
Missouri
$2.21M +$1.47M +15,189 +200%
PS
310
Principal Securities
Iowa
$2.13M +$118K +1,220 +6%
TCM
311
Triumph Capital Management
Colorado
$2.13M +$34.6K +357 +2%
OLA
312
Oliver Luxxe Assets
New Jersey
$2.12M +$18.6K +192 +0.9%
GF
313
Gries Financial
Ohio
$2.1M +$882K +9,094 +72%
BFG
314
Berger Financial Group
Minnesota
$2.09M -$141K -1,458 -6%
JWCA
315
J.W. Cole Advisors
Florida
$2.07M +$51.4K +530 +3%
GSIAS
316
Garden State Investment Advisory Services
New Jersey
$2.04M – – –
CCM
317
Cutler Capital Management
Massachusetts
$2.03M +$211K +2,175 +12%
FC
318
FCA Corp
Texas
$2.02M +$48.4K +499 +2%
National Bank of Canada
319
National Bank of Canada
Quebec, Canada
$1.96M +$58.4K +602 +3%
GS
320
GTS Securities
New York
$1.94M -$5.96M -61,463 -75%
CAM
321
Cresset Asset Management
Illinois
$1.92M – – –
MWM
322
Meridian Wealth Management
Kentucky
$1.87M +$51.8K +534 +3%
SWP
323
Summit Wealth Partners
Florida
$1.86M -$12.6K -130 -0.7%
CFCI
324
Comprehensive Financial Consultants Institutional
Indiana
$1.86M -$6.79K -70 -0.4%
MFGM
325
Marshall Financial Group (Maryland)
Maryland
$1.82M +$1.82M +18,806 New
11 12
13
14 15