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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

616 hedge funds and large institutions have $8.35B invested in VanEck Morningstar Wide Moat ETF in 2023 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 292 increasing their positions, 132 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
616
Holders Change
+97
Holders Change %
+18.69%
% of All Funds
9.03%
Holding in Top 10
95
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+14.46%
% of All Funds
1.39%
New
131
Increased
292
Reduced
132
Closed
30
Calls
$3.24M
Puts
$501K
Net Calls
+$2.74M
Net Calls Change
+$1.85M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$732M
2
MFIM
Mesirow Financial Investment Management
Illinois
+$191M
3
LPL Financial
LPL Financial
California
+$125M
4
Bank of America
Bank of America
North Carolina
+$116M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$71.7M

Top Sellers

1
TI
TTP Investments
California
-$33.3M
2
OCM
One Capital Management
California
-$26.9M
3
SIS
Strategic Investment Solutions
Illinois
-$25.8M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$17.3M
5
Osaic Holdings
Osaic Holdings
Arizona
-$17.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PM
351
Phraction Management
Connecticut
$867K – – –
KTM
352
Keeler Thomas Management
Utah
$866K -$788K -9,303 -48%
IWM
353
Iams Wealth Management
Nebraska
$860K +$64.9K +765 +8%
AGP
354
Autumn Glory Partners
Texas
$851K +$58.9K +704 +7%
FCT
355
First Community Trust
Iowa
$847K -$47.7K -562 -5%
MAG
356
M3 Advisory Group
Massachusetts
$811K +$811K +9,553 New
NP
357
Nilsine Partners
Colorado
$808K +$594 +7 +0.1%
RFP
358
Root Financial Partners
California
$801K +$801K +9,439 New
KWM
359
Kaydan Wealth Management
Michigan
$787K – – –
PFA
360
Petra Financial Advisors
Colorado
$785K -$20.5K -242 -3%
GC
361
Gilbert & Cook
Iowa
$783K +$100K +1,182 +15%
RFA
362
Resurgent Financial Advisors
Georgia
$777K -$119K -1,406 -13%
SC
363
Scotia Capital
Ontario, Canada
$774K +$52.1K +614 +7%
LPT
364
Legacy Private Trust
Wisconsin
$752K -$34.4K -405 -4%
AL
365
Aspiriant LLC
California
$732K – – –
SFPG
366
Stonebridge Financial Planning Group
Florida
$731K +$440K +5,184 +151%
HSBC Holdings
367
HSBC Holdings
United Kingdom
$719K +$3.9K +46 +0.5%
WPWM
368
Western Pacific Wealth Management
Illinois
$706K +$1.27K +15 +0.2%
FHA
369
Flagship Harbor Advisors
Massachusetts
$699K +$39.8K +469 +6%
BAM
370
Belpointe Asset Management
Nevada
$698K +$15.3K +180 +2%
RA
371
RFG Advisory
Alabama
$697K +$305K +3,591 +78%
NFSG
372
Newbridge Financial Services Group
Florida
$696K -$97.6K -1,150 -12%
IGWM
373
ICA Group Wealth Management
Colorado
$685K +$207K +2,441 +43%
AO
374
Advisor OS
Illinois
$672K +$672K +7,920 New
CG
375
Clarus Group
Texas
$667K -$6.54K -77 -1%
13 14
15
16 17