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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 %
LC
376
Legacy CG
Texas
$845K -$6.52M -75,300 -89%
RFP
377
Root Financial Partners
California
$836K – – –
BFWM
378
Bright Futures Wealth Management
New York
$833K -$714K -7,981 -46%
SC
379
Scotia Capital
Ontario, Canada
$820K +$20.7K +239 +3%
AIM
380
Anchor Investment Management
South Carolina
$818K -$134K -1,545 -14%
RFA
381
Resurgent Financial Advisors
Georgia
$808K -$808K -9,329 -50%
FFS
382
Founders Financial Securities
Maryland
$801K +$178K +2,052 +29%
WCM
383
WealthBridge Capital Management
Ohio
$789K +$89.9K +1,038 +13%
SBWIC
384
Schaper Benz & Wise Investment Counsel
Wisconsin
$764K +$50.6K +584 +7%
KWM
385
Kaydan Wealth Management
Michigan
$763K – – –
IWM
386
Iams Wealth Management
Nebraska
$753K +$56.8K +656 +8%
PTC
387
Private Trust Company
Ohio
$741K -$230K -2,658 -24%
UAG
388
United Advisor Group
Ohio
$732K +$732K +8,453 New
SFG
389
Sovereign Financial Group
Connecticut
$729K +$106K +1,220 +17%
TC
390
Trilogy Capital
California
$727K -$179K -2,062 -20%
WLPWM
391
Walled Lake Planning & Wealth Management
Illinois
$715K +$96.2K +1,111 +16%
ACA
392
Atlas Capital Advisors
Wyoming
$710K -$54.1K -625 -7%
AGP
393
Autumn Glory Partners
Texas
$706K -$597 -7 -0.1%
KTM
394
Keeler Thomas Management
Utah
$696K -$436K -5,030 -38%
SWA
395
Sax Wealth Advisors
New Jersey
$694K +$77.1K +890 +12%
FWA
396
FSC Wealth Advisors
New York
$692K +$28.8K +332 +4%
LPT
397
Legacy Private Trust
Wisconsin
$690K +$56K +646 +9%
BAM
398
Belpointe Asset Management
Nevada
$683K -$235K -2,719 -26%
NFSG
399
Newbridge Financial Services Group
Florida
$683K -$5.02K -58 -0.7%
CG
400
Clarus Group
Texas
$682K – – –
14 15
16
17 18