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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

668 hedge funds and large institutions have $9.52B invested in VanEck Morningstar Wide Moat ETF in 2024 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 275 increasing their positions, 224 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
668
Holders Change
+14
Holders Change %
+2.14%
% of All Funds
9.66%
Holding in Top 10
104
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+11.83%
% of All Funds
1.5%
New
60
Increased
275
Reduced
224
Closed
37
Calls
$3.05M
Puts
$727K
Net Calls
+$2.33M
Net Calls Change
+$240K

Top Buyers

1
LPL Financial
LPL Financial
California
+$59.5M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$47.9M
3
AAS
Avantax Advisory Services
Texas
+$38.3M
4
RWA
Redhawk Wealth Advisors
Minnesota
+$30.4M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$24.5M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$41.2M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$26.5M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$25.3M
4
PAG
Private Advisor Group
New Jersey
-$19.3M
5
UBS Group
UBS Group
Switzerland
-$18.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Jane Street
326
Jane Street
New York
$1.81M -$3.25M -33,545 -64%
EWM
327
Endowment Wealth Management
Wisconsin
$1.81M +$166K +1,711 +10%
UCB
328
United Community Bank
South Carolina
$1.8M -$168K -1,730 -9%
LFG
329
Larson Financial Group
Missouri
$1.79M +$291K +3,006 +20%
KTM
330
Keeler Thomas Management
Utah
$1.77M +$995K +10,264 +128%
DBIA
331
Dumont & Blake Investment Advisors
New Jersey
$1.76M -$1.7M -17,519 -49%
MSFS
332
Main Street Financial Solutions
Pennsylvania
$1.74M +$329K +3,395 +23%
CWM
333
Cornerstone Wealth Management
Missouri
$1.73M +$120K +1,233 +7%
KWA
334
Kingswood Wealth Advisors
California
$1.67M +$206K +2,128 +14%
MS
335
Madden Securities
Texas
$1.65M -$52.7K -544 -3%
HI
336
Harbour Investments
Wisconsin
$1.61M -$2.29M -23,607 -59%
CIBC Private Wealth Group
337
CIBC Private Wealth Group
Georgia
$1.6M +$121K +1,250 +8%
RA
338
RFG Advisory
Alabama
$1.58M -$5.82K -60 -0.4%
HBW
339
Hazlett, Burt & Watson
West Virginia
$1.56M +$189K +1,954 +14%
GWANC
340
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.55M +$137K +1,416 +10%
ACA
341
Aptus Capital Advisors
Alabama
$1.55M +$137K +1,416 +10%
MWA
342
Merkkuri Wealth Advisors
New York
$1.54M – – –
Marshall Wace
343
Marshall Wace
United Kingdom
$1.51M +$1.51M +15,580 New
AQR Capital Management
344
AQR Capital Management
Connecticut
$1.51M +$1.14M +11,776 +310%
PG
345
Patten Group
Tennessee
$1.51M -$56.8K -586 -4%
CP
346
Castleview Partners
Texas
$1.5M +$24.2K +250 +2%
AWA
347
Arete Wealth Advisors
Illinois
$1.5M -$243K -2,515 -14%
CAM
348
Cozad Asset Management
Illinois
$1.48M – – –
WWM
349
Wolff Wiese Magana
California
$1.47M -$46.2K -477 -3%
LAM
350
Lifestyle Asset Management
Texas
$1.47M -$1.75K -18 -0.1%
12 13
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