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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

668 hedge funds and large institutions have $9.52B invested in VanEck Morningstar Wide Moat ETF in 2024 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 275 increasing their positions, 224 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
668
Holders Change
+14
Holders Change %
+2.14%
% of All Funds
9.66%
Holding in Top 10
104
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+11.83%
% of All Funds
1.5%
New
60
Increased
275
Reduced
224
Closed
37
Calls
$3.05M
Puts
$727K
Net Calls
+$2.33M
Net Calls Change
+$240K

Top Buyers

1
LPL Financial
LPL Financial
California
+$59.5M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$47.9M
3
AAS
Avantax Advisory Services
Texas
+$38.3M
4
RWA
Redhawk Wealth Advisors
Minnesota
+$30.4M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$24.5M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$41.2M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$26.5M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$25.3M
4
PAG
Private Advisor Group
New Jersey
-$19.3M
5
UBS Group
UBS Group
Switzerland
-$18.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PF
376
Phoenix Financial
Israel
$1.06M -$172K -1,770 -14%
PMG
377
ProVise Management Group
Florida
$1.06M -$25.3K -261 -2%
MIH
378
Meitav Investment House
Israel
$1.06M +$412K +4,292 +64%
CRWM
379
Castle Rock Wealth Management
California
$1.04M -$1.32M -13,751 -56%
SF
380
Synovus Financial
Georgia
$1.04M +$649K +6,691 +166%
FFS
381
Founders Financial Securities
Maryland
$1.03M +$132K +1,359 +15%
ACA
382
Ascension Capital Advisors
Texas
$1.03M -$16.3K -168 -2%
MWM
383
Mission Wealth Management
California
$1.02M +$28.9K +298 +3%
ASFA
384
All Season Financial Advisors
Colorado
$1.01M +$1.01M +10,394 New
PM
385
Phraction Management
Connecticut
$1M – – –
CL
386
Choreo LLC
Illinois
$995K -$346K -3,599 -26%
ACM
387
AlphaStar Capital Management
North Carolina
$976K +$976K +10,071 New
SAG
388
SageView Advisory Group
California
$974K -$778K -8,022 -44%
FCT
389
First Community Trust
Iowa
$967K – – –
AA
390
Axiom Advisory
California
$966K +$15.1K +165 +2%
CPP
391
Capasso Planning Partners
South Carolina
$957K -$212K -2,190 -18%
RFP
392
Root Financial Partners
California
$935K – – –
NP
393
Nilsine Partners
Colorado
$928K -$283K -2,920 -23%
FHC
394
First Heartland Consultants
Missouri
$924K -$768K -7,926 -45%
BFWM
395
Bright Futures Wealth Management
New York
$922K +$32.2K +337 +4%
RFA
396
Resurgent Financial Advisors
Georgia
$910K +$5.82K +60 +0.6%
AIM
397
Anchor Investment Management
South Carolina
$897K -$19.4K -200 -2%
Focus Partners Wealth
398
Focus Partners Wealth
Massachusetts
$891K -$1.25M -30,169 -58%
SC
399
Scotia Capital
Ontario, Canada
$870K -$47.3K -488 -5%
SBWIC
400
Schaper Benz & Wise Investment Counsel
Wisconsin
$866K +$10.7K +110 +1%
14 15
16
17 18