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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

616 hedge funds and large institutions have $8.35B invested in VanEck Morningstar Wide Moat ETF in 2023 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 292 increasing their positions, 132 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
616
Holders Change
+97
Holders Change %
+18.69%
% of All Funds
9.03%
Holding in Top 10
95
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+14.46%
% of All Funds
1.39%
New
131
Increased
292
Reduced
132
Closed
30
Calls
$3.24M
Puts
$501K
Net Calls
+$2.74M
Net Calls Change
+$1.85M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$732M
2
MFIM
Mesirow Financial Investment Management
Illinois
+$191M
3
LPL Financial
LPL Financial
California
+$125M
4
Bank of America
Bank of America
North Carolina
+$116M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$71.7M

Top Sellers

1
TI
TTP Investments
California
-$33.3M
2
OCM
One Capital Management
California
-$26.9M
3
SIS
Strategic Investment Solutions
Illinois
-$25.8M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$17.3M
5
Osaic Holdings
Osaic Holdings
Arizona
-$17.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWP
326
Principle Wealth Partners
Connecticut
$1.11M +$148K +1,738 +15%
CWM
327
Cornerstone Wealth Management
Missouri
$1.08M +$94.6K +1,115 +10%
LFG
328
Larson Financial Group
Missouri
$1.08M -$20.5K -241 -2%
DBIA
329
Dumont & Blake Investment Advisors
New Jersey
$1.07M +$346K +4,077 +48%
SWP
330
Summit Wealth Partners
Florida
$1.04M +$1.04M +12,303 New
CWP
331
Concord Wealth Partners
Virginia
$1.04M +$31.6K +372 +3%
WTC
332
WhitTier Trust Company
Nevada
$1.04M – – –
VDBMI
333
Van Den Berg Management I
Texas
$1.04M +$81.1K +955 +8%
PMG
334
ProVise Management Group
Florida
$1.02M -$61.8K -728 -6%
PTC
335
Private Trust Company
Ohio
$1.01M -$146K -1,717 -13%
WF
336
Warner Financial
Maryland
$995K +$133K +1,571 +15%
KWA
337
Kingswood Wealth Advisors
California
$994K +$576K +6,783 +138%
CAM
338
Cozad Asset Management
Illinois
$985K +$365K +4,305 +59%
HBW
339
Hazlett, Burt & Watson
West Virginia
$979K +$176K +2,065 +22%
IC
340
IEQ Capital
California
$953K +$8.06K +95 +0.9%
BFEC
341
Benjamin F. Edwards & Company
Missouri
$934K +$373K +4,394 +66%
AIM
342
Anchor Investment Management
South Carolina
$930K -$45K -530 -5%
SIS
343
Strategic Investment Solutions
Illinois
$919K -$25.8M -304,472 -97%
CIA
344
Concurrent Investment Advisors
Florida
$918K +$918K +10,812 New
HVP
345
Hudson Value Partners
Florida
$908K +$50.7K +597 +6%
RA
346
Ruggaard & Associates
Ohio
$901K +$901K +10,617 New
DWM
347
Darwin Wealth Management
Florida
$899K +$899K +10,588 New
MIH
348
Meitav Investment House
Israel
$884K -$493K -5,822 -36%
SC
349
Soundwatch Capital
Connecticut
$882K +$342K +3,965 +63%
SSWM
350
Sheets Smith Wealth Management
North Carolina
$876K +$36.7K +433 +4%
12 13
14
15 16