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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

654 hedge funds and large institutions have $8.36B invested in VanEck Morningstar Wide Moat ETF in 2024 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 270 increasing their positions, 210 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
654
Holders Change
+22
Holders Change %
+3.48%
% of All Funds
9.51%
Holding in Top 10
93
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.13%
% of All Funds
1.35%
New
74
Increased
270
Reduced
210
Closed
42
Calls
$2.56M
Puts
$468K
Net Calls
+$2.09M
Net Calls Change
+$172K

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$26.1M
2
BCM
Brookstone Capital Management
Illinois
+$25.6M
3
AAS
Avantax Advisory Services
Texas
+$20.3M
4
Two Sigma Advisers
Two Sigma Advisers
New York
+$19.6M
5
Two Sigma Investments
Two Sigma Investments
New York
+$17.6M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$85.4M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$42.7M
3
DCM
Davidson Capital Management
Texas
-$39.4M
4
Bank of America
Bank of America
North Carolina
-$25.3M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$22.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
326
Cornerstone Wealth Management
Missouri
$1.44M +$148K +1,707 +11%
RA
327
RFG Advisory
Alabama
$1.41M +$498K +5,748 +54%
US Bancorp
328
US Bancorp
Minnesota
$1.4M +$51.7K +597 +4%
PG
329
Patten Group
Tennessee
$1.4M -$70.4K -813 -5%
MWA
330
Merkkuri Wealth Advisors
New York
$1.37M +$1.37M +15,874 New
WWM
331
Wolff Wiese Magana
California
$1.36M -$76.4K -882 -5%
LFG
332
Larson Financial Group
Missouri
$1.33M +$307K +3,545 +30%
CAM
333
Cozad Asset Management
Illinois
$1.33M +$55.9K +645 +4%
CP
334
Castleview Partners
Texas
$1.32M +$8.66K +100 +0.7%
LAM
335
Lifestyle Asset Management
Texas
$1.32M -$1.47M -16,956 -53%
CIBC Private Wealth Group
336
CIBC Private Wealth Group
Georgia
$1.31M – – –
KWA
337
Kingswood Wealth Advisors
California
$1.31M +$232K +2,683 +22%
DWM
338
Defined Wealth Management
Oregon
$1.27M -$3.29K -38 -0.3%
BFG
339
Bleakley Financial Group
New Jersey
$1.27M +$41.1K +474 +3%
GWANC
340
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.27M -$13.6K -157 -1%
ACA
341
Aptus Capital Advisors
Alabama
$1.27M -$13.6K -157 -1%
MSFS
342
Main Street Financial Solutions
Pennsylvania
$1.26M +$578K +6,672 +85%
WI
343
Wintrust Investments
Illinois
$1.24M -$8.66K -100 -0.7%
CWP
344
Concord Wealth Partners
Virginia
$1.24M +$59.8K +691 +5%
HBW
345
Hazlett, Burt & Watson
West Virginia
$1.23M +$192K +2,214 +19%
PP
346
Prudential plc
United Kingdom
$1.2M -$1.19M -13,690 -50%
CL
347
Choreo LLC
Illinois
$1.2M +$1.2M +13,951 New
Brown Advisory
348
Brown Advisory
Maryland
$1.19M -$118K -1,361 -9%
STA
349
Smith Thornton Advisors
Alabama
$1.15M +$1.15M +13,285 New
KCFA
350
Key Client Fiduciary Advisors
New Jersey
$1.15M +$2.6K +30 +0.2%
12 13
14
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