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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

632 hedge funds and large institutions have $8.88B invested in VanEck Morningstar Wide Moat ETF in 2024 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 313 increasing their positions, 160 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
632
Holders Change
+16
Holders Change %
+2.6%
% of All Funds
9.16%
Holding in Top 10
96
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.05%
% of All Funds
1.39%
New
75
Increased
313
Reduced
160
Closed
50
Calls
$3.96M
Puts
$2.04M
Net Calls
+$1.92M
Net Calls Change
-$826K

Top Buyers

1
MIS
1
Morningstar Investment Services
Illinois
$64.7M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$58.9M
3
FFA
3
First Foundation Advisors
California
$91.6M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$292M
5
Bank of America
5
Bank of America
North Carolina
$794M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$782M
2
PP
2
Prudential plc
United Kingdom
$2.48M
3
GM
3
GeoWealth Management
Illinois
$218K
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$138M
5
AWM
5
AE Wealth Management
Kansas
$428K
Name Holding Trade Value Shares
Change 		Shares
Change %
Millennium Management
326
Millennium Management
New York
$1.49M +$1.49M +16,585 New
WWM
327
Wolff Wiese Magana
California
$1.49M +$237K +2,634 +19%
National Bank of Canada
328
National Bank of Canada
Quebec, Canada
$1.48M +$14.2K +161 +1%
CCM
329
Cutler Capital Management
Massachusetts
$1.46M +$135K +1,501 +10%
TRCT
330
Tower Research Capital (TRC)
New York
$1.45M +$1.36M +15,144 +1,544%
Prudential Financial
331
Prudential Financial
New Jersey
$1.42M -$383K -4,265 -21%
US Bancorp
332
US Bancorp
Minnesota
$1.4M +$52.6K +585 +4%
NCFG
333
New Century Financial Group
New Jersey
$1.39M +$1.15M +12,818 +476%
CW
334
CreativeOne Wealth
Kansas
$1.39M +$1.12M +12,497 +419%
TPWA
335
TRUE Private Wealth Advisors
Oregon
$1.38M +$958K +10,654 +227%
CIA
336
Concurrent Investment Advisors
Florida
$1.36M +$391K +4,348 +40%
Brown Advisory
337
Brown Advisory
Maryland
$1.36M +$69K +767 +5%
CP
338
Castleview Partners
Texas
$1.36M -$34.2K -380 -2%
CIBC Private Wealth Group
339
CIBC Private Wealth Group
Georgia
$1.36M -$1.61K -18 -0.1%
CWM
340
Cornerstone Wealth Management
Missouri
$1.34M +$191K +2,121 +17%
EWM
341
Endowment Wealth Management
Wisconsin
$1.33M +$1.33M +14,817 New
ACA
342
Aptus Capital Advisors
Alabama
$1.33M +$88.6K +986 +7%
GWANC
343
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.33M +$105K +1,169 +9%
DWM
344
Defined Wealth Management
Oregon
$1.33M -$9.26K -103 -0.7%
QC
345
Quadrature Capital
United Kingdom
$1.32M +$1.32M +14,731 New
CAM
346
Cozad Asset Management
Illinois
$1.32M +$275K +3,054 +26%
SWP
347
Summit Wealth Partners
Florida
$1.31M +$204K +2,273 +18%
WI
348
Wintrust Investments
Illinois
$1.29M +$14.7K +164 +1%
BFG
349
Bleakley Financial Group
New Jersey
$1.28M +$12K +134 +1%
D.E. Shaw & Co
350
D.E. Shaw & Co
New York
$1.24M +$781K +8,687 +169%
12 13
14
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