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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

519 hedge funds and large institutions have $5.8B invested in VanEck Morningstar Wide Moat ETF in 2023 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 255 increasing their positions, 109 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
519
Holders Change
+62
Holders Change %
+13.57%
% of All Funds
8.27%
Holding in Top 10
83
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+23.88%
% of All Funds
1.32%
New
94
Increased
255
Reduced
109
Closed
26
Calls
$1.8M
Puts
$910K
Net Calls
+$887K
Net Calls Change
-$10.9M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$86.5M
2
Bank of America
Bank of America
North Carolina
+$75.7M
3
Osaic Holdings
Osaic Holdings
Arizona
+$49.7M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$48.2M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$45.6M

Top Sellers

1
SC
Soundwatch Capital
Connecticut
-$204M
2
EWA
EP Wealth Advisors
California
-$81M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$72.6M
4
PP
Prudential plc
United Kingdom
-$53.5M
5
PCM
Piedmont Capital Management
Montana
-$48M
Name Holding Trade Value Shares
Change 		Shares
Change %
DADC
326
D.A. Davidson & Co
Montana
$668K +$668K +8,805 New
JWBC
327
John W. Brooker & Co
California
$667K +$199K +2,630 +43%
AL
328
Aspiriant LLC
California
$654K +$294K +3,875 +81%
EWA
329
EP Wealth Advisors
California
$653K -$81M -1,067,384 -99%
DBIA
330
Dumont & Blake Investment Advisors
New Jersey
$651K +$111K +1,459 +20%
SC
331
Scotia Capital
Ontario, Canada
$646K +$57.8K +762 +10%
HSBC Holdings
332
HSBC Holdings
United Kingdom
$639K +$639K +8,423 New
WWM
333
Wolff Wiese Magana
California
$638K +$461K +6,075 +260%
WPWM
334
Western Pacific Wealth Management
Illinois
$630K -$7.58K -100 -1%
GC
335
Gilbert & Cook
Iowa
$610K -$4.78K -63 -0.8%
BAM
336
Belpointe Asset Management
Nevada
$610K -$749K -9,877 -55%
CG
337
Clarus Group
Texas
$602K -$6.22K -82 -1%
BEI
338
Benjamin Edwards Inc
Missouri
$592K +$341K +4,497 +136%
FHA
339
Flagship Harbor Advisors
Massachusetts
$589K +$241K +3,179 +69%
Bank of Montreal
340
Bank of Montreal
Ontario, Canada
$575K -$145K -1,822 -20%
LSPW
341
Lake Street Private Wealth
Illinois
$568K – – –
PA
342
PSI Advisors
Florida
$556K +$7.58K +100 +1%
CAM
343
Cozad Asset Management
Illinois
$554K +$117K +1,544 +27%
E
344
ETFidea
New York
$552K – – –
LC
345
Landaas & Company
Wisconsin
$531K – – –
SBWIC
346
Schaper Benz & Wise Investment Counsel
Wisconsin
$510K +$510K +6,721 New
IF
347
Intrua Financial
Texas
$505K -$19.7K -260 -4%
BFEC
348
Benjamin F. Edwards & Company
Missouri
$502K +$474K +6,252 +1,718%
PP
349
Prudential plc
United Kingdom
$489K -$53.5M -705,944 -99%
Manulife (Manufacturers Life Insurance)
350
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$484K – – –
12 13
14
15 16