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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

378 hedge funds and large institutions have $3.82B invested in VanEck Morningstar Wide Moat ETF in 2023 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 146 increasing their positions, 129 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
378
Holders Change
+4
Holders Change %
+1.07%
% of All Funds
6.05%
Holding in Top 10
55
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+10%
% of All Funds
0.88%
New
44
Increased
146
Reduced
129
Closed
31
Calls
$85M
Puts
$244K
Net Calls
+$84.8M
Net Calls Change
+$55.1M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$281M
2
Morgan Stanley
2
Morgan Stanley
New York
$362M
3
PCM
3
Piedmont Capital Management
Montana
$21.8M
4
PP
4
Prudential plc
United Kingdom
$65.1M
5
SFBLI
5
Southern Farm Bureau Life Insurance
Mississippi
$57.8M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$379M
2
WIM
2
WealthPlan Investment Management
Nebraska
$6.41M
3
FSA
3
Financial Sense Advisors
California
$0
4
RJA
4
Raymond James & Associates
Florida
$142M
5
AWM
5
Activest Wealth Management
Florida
$14.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
326
Parallel Advisors
California
$121K -$24K -325 -17%
ACA
327
Atlas Capital Advisors
Wyoming
$115K +$64.2K +870 +126%
LFG
328
Larson Financial Group
Missouri
$113K +$56.2K +761 +99%
WWM
329
Wolff Wiese Magana
California
$112K – – –
JFGIW
330
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$111K – – –
Bank of Montreal
331
Bank of Montreal
Ontario, Canada
$104K -$7.38K -100 -7%
PFA
332
Pathway Financial Advisers
Indiana
$101K -$19K -258 -16%
S
333
SignatureFD
Georgia
$98.5K – – –
TWM
334
Tradition Wealth Management
Minnesota
$98K – – –
Commonwealth Equity Services
335
Commonwealth Equity Services
Massachusetts
$95.9K +$10.3K +139,748 +12%
IGWM
336
ICA Group Wealth Management
Colorado
$88.6K -$1.26K -17 -1%
ASN
337
Advisory Services Network
Georgia
$83.1K +$6.79K +92 +9%
IWP
338
IAG Wealth Partners
Wisconsin
$80.1K +$80.1K +1,085 New
RG
339
Retirement Group
California
$76K – – –
BTI
340
Blue Trust Inc
Georgia
$76K – – –
TAM
341
Tucker Asset Management
Colorado
$68.4K -$19.4K -263 -22%
TH
342
TCTC Holdings
Texas
$66.8K – – –
TWA
343
TCI Wealth Advisors
Arizona
$54.4K – – –
TRCT
344
Tower Research Capital (TRC)
New York
$50K -$2.32M -31,424 -98%
PCA
345
Providence Capital Advisors
North Carolina
$47.9K +$47.9K +649 New
AAS
346
Ameritas Advisory Services
Nebraska
$44.2K +$44.2K +600 New
FFA
347
Farther Finance Advisors
California
$40.1K +$40.1K +543 New
Fifth Third Bancorp
348
Fifth Third Bancorp
Ohio
$36.9K -$49.2K -666 -57%
BWA
349
BDO Wealth Advisors
Florida
$36.9K – – –
GWS
350
Glassman Wealth Services
Virginia
$35.6K – – –
12 13
14
15 16