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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

704 hedge funds and large institutions have $9.1B invested in VanEck Morningstar Wide Moat ETF in 2024 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 294 increasing their positions, 217 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
704
Holders Change
+36
Holders Change %
+5.39%
% of All Funds
9.37%
Holding in Top 10
102
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.92%
% of All Funds
1.36%
New
93
Increased
294
Reduced
217
Closed
44
Calls
$2.55M
Puts
$668K
Net Calls
+$1.88M
Net Calls Change
-$445K

Top Buyers

1
MFIM
Mesirow Financial Investment Management
Illinois
+$79.6M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$24.2M
3
Morgan Stanley
Morgan Stanley
New York
+$16.4M
4
B
Barings
North Carolina
+$13M
5
AAS
Avantax Advisory Services
Texas
+$12.4M

Top Sellers

1
LPL Financial
LPL Financial
California
-$54.9M
2
MIS
Morningstar Investment Services
Illinois
-$54.2M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$47.9M
4
OCBCO
Oversea-Chinese Banking Corp (OCBC)
Singapore
-$29.6M
5
Two Sigma Investments
Two Sigma Investments
New York
-$29.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
WF
376
Warner Financial
Maryland
$1.24M +$65.1K +702 +6%
MAG
377
M3 Advisory Group
Massachusetts
$1.22M +$47.8K +516 +4%
MMM
378
Mendel Money Management
Illinois
$1.19M -$115K -1,235 -9%
SC
379
Soundwatch Capital
Connecticut
$1.17M +$44.1K +476 +4%
IC
380
IEQ Capital
California
$1.16M +$121K +1,301 +12%
WTC
381
WhitTier Trust Company
Nevada
$1.14M – – –
AIM
382
Advyzon Investment Management
Illinois
$1.12M +$1.12M +12,132 New
CFG
383
Cornerstone Financial Group
Nebraska
$1.1M +$1.1M +11,880 New
PI
384
PFG Investments
New York
$1.1M +$11.2K +121 +1%
PAS
385
PKS Advisory Services
New York
$1.1M +$1.1M +11,814 New
SIS
386
Strategic Investment Solutions
Illinois
$1.09M +$50.6K +548 +5%
FFS
387
Founders Financial Securities
Maryland
$1.09M +$110K +1,182 +11%
CWP
388
Concord Wealth Partners
Virginia
$1.09M +$19.3K +208 +2%
PWP
389
Principle Wealth Partners
Connecticut
$1.06M -$77.4K -835 -7%
SA
390
Sovran Advisors
California
$1.05M +$1.05M +11,379 New
CAM
391
Cresset Asset Management
Illinois
$1.02M -$813K -8,770 -44%
SIC
392
Samalin Investment Counsel
New York
$1M +$326K +3,515 +48%
Susquehanna International Group
393
Susquehanna International Group
Pennsylvania
$999K +$782K +8,436 +362%
SL
394
Sentinus LLC
Illinois
$997K -$36.5K -394 -4%
CL
395
Choreo LLC
Illinois
$997K +$38.3K +414 +4%
MIH
396
Meitav Investment House
Israel
$996K -$17.9K -194 -2%
UAG
397
United Advisor Group
Ohio
$991K -$263K -2,832 -21%
CRWM
398
Castle Rock Wealth Management
California
$990K -$10.5K -115 -1%
ACM
399
AlphaStar Capital Management
North Carolina
$988K +$54.6K +589 +6%
MWM
400
Mission Wealth Management
California
$979K +$4.82K +52 +0.5%
14 15
16
17 18