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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 %
KCFA
376
Key Client Fiduciary Advisors
New Jersey
$665K +$150K +1,772 +29%
PA
377
PSI Advisors
Florida
$664K +$42.3K +498 +7%
RC
378
Randolph Company
Ohio
$659K +$132K +1,557 +25%
VR
379
Valued Retirements
Texas
$650K +$650K +7,661 New
BEI
380
Benjamin Edwards Inc
Missouri
$646K -$16.7K -197 -3%
GB
381
Goepper Burkhardt
South Carolina
$642K +$642K +7,510 New
KWM
382
Kingsview Wealth Management
Oregon
$640K -$1.22M -14,376 -66%
PFGIA
383
Patriot Financial Group Insurance Agency
Massachusetts
$637K -$1.15M -13,590 -64%
LSPW
384
Lake Street Private Wealth
Illinois
$636K – – –
SBWIC
385
Schaper Benz & Wise Investment Counsel
Wisconsin
$628K +$57.1K +673 +10%
FWA
386
FSC Wealth Advisors
New York
$619K +$619K +7,289 New
E
387
ETFidea
New York
$618K – – –
MCC
388
Money Concepts Capital
Florida
$607K -$394K -4,637 -39%
LC
389
Landaas & Company
Wisconsin
$594K – – –
MWM
390
MGB Wealth Management
Texas
$572K +$572K +6,731 New
3F
391
360 Financial
Minnesota
$571K +$571K +6,723 New
MWM
392
Mission Wealth Management
California
$563K +$563K +6,628 New
ACA
393
Atlas Capital Advisors
Wyoming
$562K +$340K +4,007 +153%
MC
394
Moors & Cabot
Massachusetts
$557K +$92.6K +1,091 +20%
HA
395
Herold Advisors
New York
$547K +$78.4K +923 +17%
SIC
396
Samalin Investment Counsel
New York
$542K -$655K -7,712 -55%
BCM
397
Beck Capital Management
Texas
$532K -$4.41K -52 -0.8%
FFS
398
Founders Financial Securities
Maryland
$531K +$531K +6,252 New
Manulife (Manufacturers Life Insurance)
399
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$516K -$26.6K -314 -5%
JCM
400
Jacobi Capital Management
Pennsylvania
$515K +$96.9K +1,142 +23%
14 15
16
17 18