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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

374 hedge funds and large institutions have $4.25B invested in VanEck Morningstar Wide Moat ETF in 2022 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 159 increasing their positions, 122 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
374
Holders Change
+24
Holders Change %
+6.86%
% of All Funds
6.03%
Holding in Top 10
50
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+16.28%
% of All Funds
0.81%
New
56
Increased
159
Reduced
122
Closed
24
Calls
$29.9M
Puts
$247K
Net Calls
+$29.7M
Net Calls Change
+$29.4M

Top Buyers

1
TWM
Tanager Wealth Management
United Kingdom
$18.3M
2
Cerity Partners
Cerity Partners
New York
$19.2M
3
RJA
Raymond James & Associates
Florida
$135M
4
Osaic Holdings
Osaic Holdings
Arizona
$42.7M
5
SFBLI
Southern Farm Bureau Life Insurance
Mississippi
$40.7M

Top Sellers

1
LPL Financial
LPL Financial
California
$143M
2
OIA
OneDigital Investment Advisors
Kansas
$80M
3
AWA
Arete Wealth Advisors
Illinois
$1.01B
4
RJFSA
Raymond James Financial Services Advisors
Florida
$160M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$22.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
PK
351
Pflug Koory
Nebraska
$20K – – –
CFGS
352
Concourse Financial Group Securities
Alabama
$17.5K -$2.27K -35 -12%
HFM
353
Hartford Financial Management
Connecticut
$17.1K +$195 +3 +1%
TFGT
354
TS Financial Group (TSFG)
Illinois
$14K -$6.34K -100 -31%
PFP
355
Pinnacle Financial Partners
Tennessee
$13.4K – – –
ONST
356
Old North State Trust
North Carolina
$13K +$13K +200 New
HCM
357
Hollencrest Capital Management
California
$13K +$13K +200 New
TWC
358
TD Waterhouse Canada
Ontario, Canada
$12.5K – – –
BFEC
359
Benjamin F. Edwards & Company
Missouri
$11K +$129 +2 +1%
TFA
360
Transamerica Financial Advisors
Florida
$6K -$614 -9 -9%
TC
361
Trust Company
Kansas
$6K – – –
BWM
362
Baystate Wealth Management
Massachusetts
$6K +$69 +1 +1%
AIC
363
Archer Investment Corporation
Indiana
$5.39K – – –
CTA
364
Colonial Trust Advisors
South Carolina
$5.19K +$5.19K +80 New
C
365
Covestor
United Kingdom
$5K -$375 -6 -7%
RWPA
366
Richard W. Paul & Associates
Michigan
$3.31K +$3.31K +51 New
AWM
367
Abound Wealth Management
Tennessee
$3.25K +$3.25K +50 New
CHA
368
Carmichael Hill & Associates
Maryland
$2.79K – – –
BCMIO
369
Beacon Capital Management Inc (Ohio)
Ohio
$2.05K +$2.05K +32 New
SJIA
370
St. James Investment Advisors
New York
$1.17K – – –
HFS
371
Hantz Financial Services
Michigan
$1K +$1K +10 New
PIMG
372
Patriot Investment Management Group
Tennessee
$507 +$507 +7 New
BNP Paribas Financial Markets
373
BNP Paribas Financial Markets
France
$454 +$454 +7 New
MFG
374
Mendota Financial Group
Wisconsin
$325 +$325 +5 New
SCA
375
Stonebridge Capital Advisors
Minnesota
$65 – – –
12 13 14
15
16