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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

457 hedge funds and large institutions have $5.28B invested in VanEck Morningstar Wide Moat ETF in 2023 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 207 increasing their positions, 95 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
457
Holders Change
+79
Holders Change %
+20.9%
% of All Funds
7.21%
Holding in Top 10
67
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+21.82%
% of All Funds
1.06%
New
101
Increased
207
Reduced
95
Closed
16
Calls
$14.4M
Puts
$2.68M
Net Calls
+$11.8M
Net Calls Change
-$73M

Top Buyers

1
LPL Financial
LPL Financial
California
$406M
2
Bank of America
Bank of America
North Carolina
$489M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$103M
4
Morgan Stanley
Morgan Stanley
New York
$450M
5
OWP
Obermeyer Wealth Partners
Colorado
$45.8M

Top Sellers

1
AWM
Activest Wealth Management
Florida
$0
2
PP
Prudential plc
United Kingdom
$56.8M
3
OIA
OneDigital Investment Advisors
Kansas
$80.2M
4
CWM
Cornerstone Wealth Management
Missouri
$835K
5
WP
WealthPLAN Partners
Nebraska
$11.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
WFM
351
Wolff Financial Management
Michigan
$319K – – –
AGP
352
Autumn Glory Partners
Texas
$318K -$428K -5,368 -57%
HIP
353
HUB Investment Partners
Texas
$316K +$39.2K +491 +14%
WA
354
Win Advisors
Florida
$310K -$926K -13,383 -75%
SIS
355
Strategic Investment Solutions
Illinois
$310K – – –
SWM
356
Spire Wealth Management
Virginia
$310K -$252K -3,157 -45%
WA
357
Waddell & Associates
Tennessee
$305K -$6.54K -82 -2%
MC
358
Moors & Cabot
Massachusetts
$301K +$49.9K +626 +20%
WCG
359
Weaver Consulting Group
California
$296K +$52.7K +660 +22%
VCM
360
Vivaldi Capital Management
Illinois
$286K – – –
HNWA
361
Henrickson Nauta Wealth Advisors
Michigan
$283K – – –
BC
362
Barnett & Company
Tennessee
$282K – – –
PHS
363
Pekin Hardy Strauss
Illinois
$282K +$21.9K +275 +8%
BEI
364
Benjamin Edwards Inc
Missouri
$264K +$13.2K +165 +5%
UCFA
365
United Capital Financial Advisors
Texas
$264K +$264K +3,303 New
ETIA
366
Epic Trust Investment Advisors
Washington
$262K +$262K +3,280 New
IGWM
367
ICA Group Wealth Management
Colorado
$261K +$165K +2,073 +173%
FTUS
368
Flow Traders U.S.
New York
$259K +$259K +3,242 New
VPP
369
Vertex Planning Partners
Illinois
$259K +$259K +3,243 New
MIFH
370
Migdal Insurance & Financial Holdings
Israel
$252K -$265K -3,350 -51%
FHC
371
First Heartland Consultants
Missouri
$251K +$251K +3,149 New
C
372
CEDRUS
Colorado
$244K +$244K +3,061 New
HAS
373
HBW Advisory Services
California
$244K +$244K +3,060 New
HNB
374
Huntington National Bank
Ohio
$243K -$224K – –
MWM
375
Maripau Wealth Management
Indiana
$238K -$61.8K -774 -21%
13 14
15
16 17