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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

704 hedge funds and large institutions have $9.1B invested in VanEck Morningstar Wide Moat ETF in 2024 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 294 increasing their positions, 217 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
704
Holders Change
+36
Holders Change %
+5.39%
% of All Funds
9.37%
Holding in Top 10
102
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.92%
% of All Funds
1.36%
New
93
Increased
294
Reduced
217
Closed
44
Calls
$2.55M
Puts
$668K
Net Calls
+$1.88M
Net Calls Change
-$445K

Top Buyers

1
MFIM
Mesirow Financial Investment Management
Illinois
$325M
2
Jones Financial Companies
Jones Financial Companies
Missouri
$63.1M
3
Morgan Stanley
Morgan Stanley
New York
$819M
4
B
Barings
North Carolina
$24.2M
5
AAS
Avantax Advisory Services
Texas
$80.7M

Top Sellers

1
LPL Financial
LPL Financial
California
$676M
2
MIS
Morningstar Investment Services
Illinois
$9.5M
3
AllianceBernstein
AllianceBernstein
Tennessee
$0
4
OCBCO
Oversea-Chinese Banking Corp (OCBC)
Singapore
$13.4M
5
Two Sigma Investments
Two Sigma Investments
New York
$2.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
351
Harbour Investments
Wisconsin
$1.56M +$20.7K +223 +1%
WWA
352
WCG Wealth Advisors
Nevada
$1.56M -$3.57M -38,452 -70%
TPCW
353
TD Private Client Wealth
New York
$1.54M +$443K +4,773 +40%
MWA
354
Merkkuri Wealth Advisors
New York
$1.49M +$19.3K +208 +1%
Citadel Advisors
355
Citadel Advisors
Florida
$1.46M +$376K +4,059 +35%
UCB
356
United Community Bank
South Carolina
$1.45M -$273K -2,945 -16%
CIBC Private Wealth Group
357
CIBC Private Wealth Group
Georgia
$1.45M -$77.2K -835 -5%
PG
358
Patten Group
Tennessee
$1.43M -$9.37K -101 -0.6%
RSF
359
Rik Saylor Financial
Ohio
$1.43M +$1.43M +15,455 New
CAM
360
Cozad Asset Management
Illinois
$1.43M +$9.27K +100 +0.7%
WWM
361
Wolff Wiese Magana
California
$1.43M +$17.8K +192 +1%
CIBC World Market
362
CIBC World Market
Ontario, Canada
$1.42M +$84.5K +912 +6%
WCM
363
Winebrenner Capital Management
Kentucky
$1.42M +$1.42M +15,262 New
RA
364
RFG Advisory
Alabama
$1.41M -$92.5K -998 -6%
CP
365
Castleview Partners
Texas
$1.41M -$16.9K -183 -1%
HH
366
Hilltop Holdings
Texas
$1.4M +$749K +8,079 +115%
AWA
367
Arete Wealth Advisors
Illinois
$1.38M -$57.4K -620 -4%
HP
368
Holistic Planning
Texas
$1.37M +$40.2K +433 +3%
LSA
369
L & S Advisors
California
$1.35M +$203K +2,185 +18%
DWM
370
Defined Wealth Management
Oregon
$1.35M -$4.45K -48 -0.3%
ECA
371
Elevation Capital Advisory
Oregon
$1.29M -$8.52M -91,914 -87%
KTM
372
Keeler Thomas Management
Utah
$1.27M -$425K -4,578 -25%
Brown Advisory
373
Brown Advisory
Maryland
$1.27M -$9.37K -101 -0.7%
AAS
374
Ameritas Advisory Services
Nebraska
$1.26M +$599K +6,455 +91%
STA
375
Smith Thornton Advisors
Alabama
$1.25M -$29.1K -314 -2%
13 14
15
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