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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

519 hedge funds and large institutions have $5.8B invested in VanEck Morningstar Wide Moat ETF in 2023 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 255 increasing their positions, 109 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
519
Holders Change
+62
Holders Change %
+13.57%
% of All Funds
8.27%
Holding in Top 10
83
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+23.88%
% of All Funds
1.32%
New
94
Increased
255
Reduced
109
Closed
26
Calls
$1.8M
Puts
$910K
Net Calls
+$887K
Net Calls Change
-$10.9M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$86.5M
2
Bank of America
Bank of America
North Carolina
+$75.7M
3
Osaic Holdings
Osaic Holdings
Arizona
+$49.7M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$48.2M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$45.6M

Top Sellers

1
SC
Soundwatch Capital
Connecticut
-$204M
2
EWA
EP Wealth Advisors
California
-$81M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$72.6M
4
PP
Prudential plc
United Kingdom
-$53.5M
5
PCM
Piedmont Capital Management
Montana
-$48M
Name Holding Trade Value Shares
Change 		Shares
Change %
OSNBOA
351
Old Second National Bank of Aurora
Illinois
$484K – – –
BCM
352
Beck Capital Management
Texas
$479K +$2.28K +30 +0.5%
CA
353
Calton & Associates
Florida
$478K +$478K +6,299 New
SC
354
Soundwatch Capital
Connecticut
$474K -$204M -2,693,934 -100%
RC
355
Randolph Company
Ohio
$471K +$11.1K +147 +2%
KCFA
356
Key Client Fiduciary Advisors
New Jersey
$460K +$460K +6,062 New
FIA
357
Foundations Investment Advisors
Arizona
$454K -$198K -2,613 -30%
WLPWM
358
Walled Lake Planning & Wealth Management
Illinois
$434K +$6.9K +91 +2%
BJL
359
Brighton Jones LLC
Washington
$430K +$13.4K +177 +3%
IGWM
360
ICA Group Wealth Management
Colorado
$427K +$179K +2,355 +72%
HA
361
Herold Advisors
New York
$419K +$419K +5,524 New
MC
362
Moors & Cabot
Massachusetts
$415K +$129K +1,699 +45%
PW
363
Peninsula Wealth
California
$412K +$2.93K +40 +0.7%
DFA
364
DHJJ Financial Advisors
Illinois
$407K +$59.5K +784 +17%
CCM
365
Ciovacco Capital Management
Georgia
$405K +$405K +5,341 New
VWA
366
V Wealth Advisors
Kansas
$399K -$1.53M -20,125 -79%
CFS
367
Commonwealth Financial Services
West Virginia
$393K +$393K +5,186 New
ADL
368
Asset Dedication LLC
California
$391K – – –
WCM
369
WealthBridge Capital Management
Ohio
$388K +$47.5K +626 +14%
IAS
370
Insigneo Advisory Services
Florida
$387K +$228 +3 +0.1%
SFS
371
Stiles Financial Services
Minnesota
$377K – – –
NS
372
NBC Securities
Alabama
$376K +$376K +4,960 New
KWA
373
Kingswood Wealth Advisors
California
$374K +$374K +4,929 New
JCM
374
Jacobi Capital Management
Pennsylvania
$373K +$150K +1,973 +67%
WF
375
Welch & Forbes
Massachusetts
$363K – – –
13 14
15
16 17