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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

632 hedge funds and large institutions have $8.88B invested in VanEck Morningstar Wide Moat ETF in 2024 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 313 increasing their positions, 160 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
632
Holders Change
+16
Holders Change %
+2.6%
% of All Funds
9.16%
Holding in Top 10
96
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.05%
% of All Funds
1.39%
New
75
Increased
313
Reduced
160
Closed
50
Calls
$3.96M
Puts
$2.04M
Net Calls
+$1.92M
Net Calls Change
-$826K

Top Buyers

1
MIS
Morningstar Investment Services
Illinois
$64.7M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$58.9M
3
FFA
First Foundation Advisors
California
$91.6M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$292M
5
Bank of America
Bank of America
North Carolina
$794M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$782M
2
PP
Prudential plc
United Kingdom
$2.48M
3
GM
GeoWealth Management
Illinois
$218K
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$138M
5
AWM
AE Wealth Management
Kansas
$428K
Name Holding Trade Value Shares
Change 		Shares
Change %
PTC
376
Private Trust Company
Ohio
$1.01M -$58.2K -647 -5%
AIM
377
Anchor Investment Management
South Carolina
$988K +$3.6K +40 +0.4%
SSWM
378
Sheets Smith Wealth Management
North Carolina
$987K +$59.8K +665 +6%
HA
379
Herold Advisors
New York
$969K +$389K +4,329 +67%
MAG
380
M3 Advisory Group
Massachusetts
$954K +$95K +1,057 +11%
BAM
381
Belpointe Asset Management
Nevada
$954K +$215K +2,388 +29%
RA
382
RFG Advisory
Alabama
$950K +$212K +2,354 +29%
TC
383
Trilogy Capital
California
$940K -$281K -3,125 -23%
PM
384
Phraction Management
Connecticut
$930K +$11.2K +125 +1%
DWM
385
Darwin Wealth Management
Florida
$922K -$29.8K -331 -3%
HSBC Holdings
386
HSBC Holdings
United Kingdom
$916K +$155K +1,728 +20%
FCT
387
First Community Trust
Iowa
$897K – – –
ACA
388
Ascension Capital Advisors
Texas
$888K -$434K -4,824 -33%
RFP
389
Root Financial Partners
California
$867K +$18.8K +209 +2%
Betterment LLC
390
Betterment LLC
New York
$860K +$318K +3,539 +59%
SC
391
Scotia Capital
Ontario, Canada
$829K +$9.44K +105 +1%
ACA
392
Atlas Capital Advisors
Wyoming
$793K +$198K +2,205 +33%
KWM
393
Kaydan Wealth Management
Michigan
$792K -$41.4K -460 -5%
FHA
394
Flagship Harbor Advisors
Massachusetts
$753K +$12.5K +139 +2%
AGP
395
Autumn Glory Partners
Texas
$745K -$170K -1,888 -19%
SBWIC
396
Schaper Benz & Wise Investment Counsel
Wisconsin
$741K +$76.1K +847 +11%
GC
397
Gilbert & Cook
Iowa
$738K -$91.4K -1,017 -11%
XF
398
XML Financial
Maryland
$729K +$444K +4,940 +156%
WCM
399
WealthBridge Capital Management
Ohio
$726K +$198K +2,200 +37%
NFSG
400
Newbridge Financial Services Group
Florida
$714K -$23.4K -260 -3%
14 15
16
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