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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

654 hedge funds and large institutions have $8.36B invested in VanEck Morningstar Wide Moat ETF in 2024 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 270 increasing their positions, 210 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
654
Holders Change
+22
Holders Change %
+3.48%
% of All Funds
9.51%
Holding in Top 10
93
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.13%
% of All Funds
1.35%
New
74
Increased
270
Reduced
210
Closed
42
Calls
$2.56M
Puts
$468K
Net Calls
+$2.09M
Net Calls Change
+$172K

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$26.1M
2
BCM
Brookstone Capital Management
Illinois
+$25.6M
3
AAS
Avantax Advisory Services
Texas
+$20.3M
4
Two Sigma Advisers
Two Sigma Advisers
New York
+$19.6M
5
Two Sigma Investments
Two Sigma Investments
New York
+$17.6M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$85.4M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$42.7M
3
DCM
Davidson Capital Management
Texas
-$39.4M
4
Bank of America
Bank of America
North Carolina
-$25.3M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$22.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
HVP
351
Hudson Value Partners
Florida
$1.11M +$70.9K +819 +7%
PF
352
Phoenix Financial
Israel
$1.1M -$442K -5,100 -29%
BFEC
353
Benjamin F. Edwards & Company
Missouri
$1.1M +$6.32K +73 +0.6%
WF
354
Warner Financial
Maryland
$1.09M – – –
PWP
355
Principle Wealth Partners
Connecticut
$1.09M -$31.2K -360 -3%
GF
356
Gries Financial
Ohio
$1.09M -$1.57M -18,132 -59%
NP
357
Nilsine Partners
Colorado
$1.08M +$40.7K +470 +4%
DWM
358
Darwin Wealth Management
Florida
$1.08M +$187K +2,160 +21%
WTC
359
WhitTier Trust Company
Nevada
$1.06M – – –
CPP
360
Capasso Planning Partners
South Carolina
$1.04M +$1.04M +12,064 New
PI
361
PFG Investments
New York
$1.03M +$1.03M +11,949 New
MAG
362
M3 Advisory Group
Massachusetts
$998K +$79.1K +913 +9%
RSWM
363
Robertson Stephens Wealth Management
California
$983K +$983K +11,353 New
RCM
364
Rain Capital Management
Oregon
$977K – – –
SL
365
Sentinus LLC
Illinois
$974K -$3.29K -38 -0.3%
IC
366
IEQ Capital
California
$973K – – –
PMG
367
ProVise Management Group
Florida
$968K -$50.3K -581 -5%
VDBMI
368
Van Den Berg Management I
Texas
$941K -$66.3K -766 -7%
TPCW
369
TD Private Client Wealth
New York
$933K +$387K +4,469 +71%
ACA
370
Ascension Capital Advisors
Texas
$933K +$77.2K +891 +9%
AA
371
Axiom Advisory
California
$903K +$903K +10,395 New
PM
372
Phraction Management
Connecticut
$896K – – –
Prudential Financial
373
Prudential Financial
New Jersey
$891K -$478K -5,516 -35%
MWM
374
Mission Wealth Management
California
$885K -$13.3M -153,173 -94%
FCT
375
First Community Trust
Iowa
$864K – – –
13 14
15
16 17