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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

378 hedge funds and large institutions have $3.82B invested in VanEck Morningstar Wide Moat ETF in 2023 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 146 increasing their positions, 129 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
378
Holders Change
+4
Holders Change %
+1.07%
% of All Funds
6.05%
Holding in Top 10
55
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+10%
% of All Funds
0.88%
New
44
Increased
146
Reduced
129
Closed
31
Calls
$85M
Puts
$244K
Net Calls
+$84.8M
Net Calls Change
+$55.1M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$281M
2
Morgan Stanley
2
Morgan Stanley
New York
$362M
3
PCM
3
Piedmont Capital Management
Montana
$21.8M
4
PP
4
Prudential plc
United Kingdom
$65.1M
5
SFBLI
5
Southern Farm Bureau Life Insurance
Mississippi
$57.8M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$379M
2
WIM
2
WealthPlan Investment Management
Nebraska
$6.41M
3
FSA
3
Financial Sense Advisors
California
$0
4
RJA
4
Raymond James & Associates
Florida
$142M
5
AWM
5
Activest Wealth Management
Florida
$14.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
351
Accel Wealth Management
Iowa
$33.2K – – –
YDMI
352
Y.D. More Investments
Israel
$33.2K – – –
LWA
353
Lowe Wealth Advisors
Maryland
$29.2K +$29.2K +395 New
SSB
354
Sandy Spring Bank
Maryland
$26.6K – – –
EWM
355
EPG Wealth Management
Georgia
$25.3K – – –
PK
356
Pflug Koory
Nebraska
$22.8K – – –
DI
357
Disciplined Investments
Oklahoma
$20K -$90K -1,219 -82%
CFGS
358
Concourse Financial Group Securities
Alabama
$19.9K – – –
BFEC
359
Benjamin F. Edwards & Company
Missouri
$19K +$6.46K +88 +51%
CIA
360
Cape Investment Advisory
Georgia
$16.3K +$16.3K +221 New
TFGT
361
TS Financial Group (TSFG)
Illinois
$16K – – –
PFP
362
Pinnacle Financial Partners
Tennessee
$15.2K – – –
ONST
363
Old North State Trust
North Carolina
$15K – – –
KM
364
Kalos Management
Georgia
$14.9K +$14.9K +202 New
HCM
365
Hollencrest Capital Management
California
$14.8K – – –
SIS
366
Sound Income Strategies
Florida
$11.6K +$11.6K +157 New
HGERS
367
Householder Group Estate & Retirement Specialist
Arizona
$11K +$11K +146 New
FP
368
Financial Perspectives
Minnesota
$8.12K +$8.12K +110 New
TC
369
Trust Company
Kansas
$6.5K – – –
BWM
370
Baystate Wealth Management
Massachusetts
$6.48K – – –
EWP
371
Elevation Wealth Partners
California
$6.28K +$6.28K +85 New
VWM
372
Venturi Wealth Management
Texas
$6.2K +$6.2K +84 New
AIC
373
Archer Investment Corporation
Indiana
$6.13K – – –
C
374
Covestor
United Kingdom
$6K – – –
CTA
375
Colonial Trust Advisors
South Carolina
$5.91K – – –
13 14
15
16 17