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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

704 hedge funds and large institutions have $9.1B invested in VanEck Morningstar Wide Moat ETF in 2024 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 294 increasing their positions, 217 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
704
Holders Change
+36
Holders Change %
+5.39%
% of All Funds
9.37%
Holding in Top 10
102
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.92%
% of All Funds
1.36%
New
93
Increased
294
Reduced
217
Closed
44
Calls
$2.55M
Puts
$668K
Net Calls
+$1.88M
Net Calls Change
-$445K

Top Buyers

1
MFIM
Mesirow Financial Investment Management
Illinois
$325M
2
Jones Financial Companies
Jones Financial Companies
Missouri
$63.1M
3
Morgan Stanley
Morgan Stanley
New York
$819M
4
B
Barings
North Carolina
$24.2M
5
AAS
Avantax Advisory Services
Texas
$80.7M

Top Sellers

1
LPL Financial
LPL Financial
California
$676M
2
MIS
Morningstar Investment Services
Illinois
$9.5M
3
AllianceBernstein
AllianceBernstein
Tennessee
$0
4
OCBCO
Oversea-Chinese Banking Corp (OCBC)
Singapore
$13.4M
5
Two Sigma Investments
Two Sigma Investments
New York
$2.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
326
Able Wealth Management
New Jersey
$2.05M +$735K +7,931 +56%
TFM
327
Trademark Financial Management
Minnesota
$2.05M -$2.31M -24,910 -53%
HAM
328
Hickory Asset Management
Ohio
$2.04M +$2.04M +22,031 New
GSIAS
329
Garden State Investment Advisory Services
New Jersey
$1.97M +$24.1K +260 +1%
CW
330
CreativeOne Wealth
Kansas
$1.97M -$312K -3,362 -14%
BWM
331
BCS Wealth Management
Tennessee
$1.96M -$596K -6,424 -23%
FC
332
FCA Corp
Texas
$1.95M +$12.5K +135 +0.6%
GF
333
Gries Financial
Ohio
$1.94M -$67.6K -729 -3%
CWM
334
Cornerstone Wealth Management
Missouri
$1.9M +$253K +2,728 +15%
PWA
335
PCG Wealth Advisors
Kansas
$1.85M -$587K -6,332 -24%
National Bank of Canada
336
National Bank of Canada
Quebec, Canada
$1.83M -$45.9K -495 -2%
AWM
337
Axxcess Wealth Management
California
$1.83M +$1.43M +15,441 +360%
GWANC
338
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.82M +$335K +3,616 +23%
BFG
339
Berger Financial Group
Minnesota
$1.81M -$188K -2,023 -9%
CFCI
340
Comprehensive Financial Consultants Institutional
Indiana
$1.79M +$11.4K +123 +0.6%
DBIA
341
Dumont & Blake Investment Advisors
New Jersey
$1.79M +$105K +1,130 +6%
MFGM
342
Marshall Financial Group (Maryland)
Maryland
$1.74M -$6.21K -67 -0.4%
US Bancorp
343
US Bancorp
Minnesota
$1.72M +$311K +3,359 +22%
AQR Capital Management
344
AQR Capital Management
Connecticut
$1.71M +$263K +2,840 +18%
HBW
345
Hazlett, Burt & Watson
West Virginia
$1.68M +$188K +2,031 +13%
SWP
346
Summit Wealth Partners
Florida
$1.67M -$109K -1,178 -6%
MWM
347
Meridian Wealth Management
Kentucky
$1.66M -$128K -1,385 -7%
SAG
348
SageView Advisory Group
California
$1.65M +$717K +7,732 +77%
MAS
349
MPWM Advisory Solutions
Georgia
$1.59M +$1.59M +17,162 New
MS
350
Madden Securities
Texas
$1.58M – – –
12 13
14
15 16