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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

349 hedge funds and large institutions have $3.41B invested in VanEck Morningstar Wide Moat ETF in 2021 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 171 increasing their positions, 68 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
349
Holders Change
+42
Holders Change %
+13.68%
% of All Funds
5.39%
Holding in Top 10
46
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+35.29%
% of All Funds
0.71%
New
70
Increased
171
Reduced
68
Closed
22
Calls
$205K
Puts
$670K
Net Calls
-$465K
Net Calls Change
-$4.44M

Top Buyers

1
BlackRock
BlackRock
New York
$43M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$195M
3
LPL Financial
LPL Financial
California
$171M
4
Morgan Stanley
Morgan Stanley
New York
$353M
5
Bank of America
Bank of America
North Carolina
$450M

Top Sellers

1
CAN
Cetera Advisor Networks
California
$3.58M
2
Barclays
Barclays
United Kingdom
$0
3
WWM
WJ Wealth Management
Arizona
$0
4
AI
Atria Investments
North Carolina
$1M
5
AGA
Accuvest Global Advisors
Utah
$845K
Name Holding Trade Value Shares
Change 		Shares
Change %
FF
326
FourThought Financial
Florida
$23K – – –
AF
327
Allworth Financial
California
$23K +$17.3K +229 +305%
FAG
328
Fortitude Advisory Group
Washington
$23K +$23K +302 New
HFM
329
Hartford Financial Management
Connecticut
$20K +$230 +3 +1%
CFA
330
Carroll Financial Associates
North Carolina
$18K +$218 +3 +1%
HI
331
Hudock Inc
Pennsylvania
$17K +$17K +230 New
TWC
332
TD Waterhouse Canada
Ontario, Canada
$13.7K +$13.7K +140 New
EWM
333
Edge Wealth Management
New York
$11K – – –
CFGS
334
Concourse Financial Group Securities
Alabama
$10K -$441 -6 -4%
RFA
335
Reilly Financial Advisors
California
$10K +$10K +129 New
COCM
336
Charter Oak Capital Management
New Hampshire
$9K – – –
ME
337
McIlrath & Eck
Washington
$9K – – –
MAM
338
McCarthy Asset Management
California
$9K +$76 +1 +0.9%
BWM
339
Baystate Wealth Management
Massachusetts
$7K +$2.93K +36 +72%
C
340
Covestor
United Kingdom
$7K +$7K +86 New
LWP
341
Lumature Wealth Partners
Georgia
$7K +$7K +89 New
AIC
342
Archer Investment Corporation
Indiana
$6.32K – – –
LF
343
Lee Financial
Texas
$4K – – –
CA
344
CoreCap Advisors
Michigan
$4K +$4K +46 New
CHA
345
Carmichael Hill & Associates
Maryland
$3K – – –
CWP
346
Concord Wealth Partners
Virginia
$3K – – –
PFBT
347
Parkside Financial Bank & Trust
Missouri
$2K -$2.91K -32 -59%
HR
348
Howe & Rusling
New York
$2K – – –
SJIA
349
St. James Investment Advisors
New York
$1K +$1K +18 New
Barclays
350
Barclays
United Kingdom
– -$13.8M -187,748 Closed
11 12 13
14
15