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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

704 hedge funds and large institutions have $9.1B invested in VanEck Morningstar Wide Moat ETF in 2024 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 294 increasing their positions, 217 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
704
Holders Change
+36
Holders Change %
+5.39%
% of All Funds
9.37%
Holding in Top 10
102
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.92%
% of All Funds
1.36%
New
93
Increased
294
Reduced
217
Closed
44
Calls
$2.55M
Puts
$668K
Net Calls
+$1.88M
Net Calls Change
-$445K

Top Buyers

1
MFIM
Mesirow Financial Investment Management
Illinois
$325M
2
Jones Financial Companies
Jones Financial Companies
Missouri
$63.1M
3
Morgan Stanley
Morgan Stanley
New York
$819M
4
B
Barings
North Carolina
$24.2M
5
AAS
Avantax Advisory Services
Texas
$80.7M

Top Sellers

1
LPL Financial
LPL Financial
California
$676M
2
MIS
Morningstar Investment Services
Illinois
$9.5M
3
AllianceBernstein
AllianceBernstein
Tennessee
$0
4
OCBCO
Oversea-Chinese Banking Corp (OCBC)
Singapore
$13.4M
5
Two Sigma Investments
Two Sigma Investments
New York
$2.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
EE
301
EWG Elevate
California
$2.43M +$167K +1,801 +7%
FFN
302
Focus Financial Network
Minnesota
$2.43M +$163K +1,761 +7%
CWA
303
Crux Wealth Advisors
California
$2.42M +$2.42M +26,124 New
PS
304
Principal Securities
Iowa
$2.4M +$363K +3,911 +18%
SEIA
305
Signature Estate & Investment Advisors
California
$2.37M +$16.7K +180 +0.7%
FFG
306
First Financial Group
North Carolina
$2.36M +$2.36M +25,481 New
RFA
307
Rollins Financial Advisors
New York
$2.35M -$286K -3,084 -11%
CPIA
308
Cornell Pochily Investment Advisors
New York
$2.35M +$12.1K +130 +0.5%
PNC Financial Services Group
309
PNC Financial Services Group
Pennsylvania
$2.33M +$9.18K +99 +0.4%
EFA
310
Edge Financial Advisors
Illinois
$2.31M -$124K -1,341 -5%
SWA
311
Stratos Wealth Advisors
Ohio
$2.3M +$20.9K +225 +0.9%
BCA
312
Bay Colony Advisors
Massachusetts
$2.28M +$52.8K +569 +2%
LA
313
Lifeworks Advisors
Michigan
$2.25M +$98.9K +1,067 +5%
TCM
314
Triumph Capital Management
Colorado
$2.24M +$209K +2,253 +10%
SOS
315
Silver Oak Securities
Tennessee
$2.22M -$3.31M -35,754 -60%
IA
316
Inspire Advisors
Idaho
$2.22M -$132K -1,421 -6%
Two Sigma Investments
317
Two Sigma Investments
New York
$2.22M -$29.1M -314,000 -93%
Northern Trust
318
Northern Trust
Illinois
$2.2M – – –
BEI
319
Benjamin Edwards Inc
Missouri
$2.2M +$83K +894 +4%
CSI
320
Cross Staff Investments
New York
$2.19M +$14.8K +160 +0.7%
STA
321
Summit Trail Advisors
New York
$2.15M +$2.15M +23,203 New
GVAG
322
Great Valley Advisor Group
Delaware
$2.14M -$286K -3,085 -12%
HWA
323
HHM Wealth Advisors
Tennessee
$2.14M -$229K -2,465 -10%
WA
324
Whipplewood Advisors
Colorado
$2.12M +$2.12M +22,814 New
CCM
325
Cutler Capital Management
Massachusetts
$2.05M +$115K +1,239 +6%
11 12
13
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