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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 %
JCM
376
Jacobi Capital Management
Pennsylvania
$235K +$235K +2,951 New
ESB
377
Essex Savings Bank
Connecticut
$234K +$234K +2,927 New
CMI
378
Clare Market Investments
Texas
$233K -$3.99K -50 -2%
TCM
379
TD Capital Management
Tennessee
$229K – – –
PCIA
380
Prime Capital Investment Advisors
Kansas
$228K +$228K +2,856 New
SVWAG
381
Sound View Wealth Advisors Group
Georgia
$224K – – –
SFG
382
StrategIQ Financial Group
Indiana
$216K +$216K +2,702 New
TAM
383
Tealwood Asset Management
Minnesota
$214K +$214K +2,682 New
VA
384
Valmark Advisers
Ohio
$211K +$211K +2,646 New
BWA
385
Burt Wealth Advisors
Maryland
$211K +$211K +2,642 New
SM
386
Sensible Money
Arizona
$207K +$207K +2,589 New
CG
387
CFO4Life Group
Texas
$203K +$203K +2,548 New
VVP
388
Venture Visionary Partners
Ohio
$201K +$201K +2,514 New
BTI
389
Blue Trust Inc
Georgia
$195K +$109K +1,471 +126%
WTG
390
West Tower Group
Virginia
$190K +$190K +2,385 New
WWM
391
Wolff Wiese Magana
California
$186K +$64.6K +810 +53%
LWA
392
Lowe Wealth Advisors
Maryland
$181K +$150K +1,875 +475%
KFI
393
Key Financial Inc
Pennsylvania
$179K – – –
FWP
394
FAS Wealth Partners
Kansas
$178K +$10.2K +128 +6%
PGAM
395
Princeton Global Asset Management
New Jersey
$174K -$2K -25 -1%
ACA
396
Atlas Capital Advisors
Wyoming
$172K +$47.5K +595 +38%
BBHC
397
Brown Brothers Harriman & Co
New York
$160K +$160K +2,003 New
PFBT
398
Parkside Financial Bank & Trust
Missouri
$133K -$26.3K -329 -16%
PA
399
Parallel Advisors
California
$131K – – –
JFGIW
400
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$120K – – –
14 15
16
17 18