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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

519 hedge funds and large institutions have $5.8B invested in VanEck Morningstar Wide Moat ETF in 2023 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 255 increasing their positions, 109 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
519
Holders Change
+62
Holders Change %
+13.57%
% of All Funds
8.27%
Holding in Top 10
83
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+23.88%
% of All Funds
1.32%
New
94
Increased
255
Reduced
109
Closed
26
Calls
$1.8M
Puts
$910K
Net Calls
+$887K
Net Calls Change
-$10.9M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$514M
2
Bank of America
Bank of America
North Carolina
$540M
3
Osaic Holdings
Osaic Holdings
Arizona
$132M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$146M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$45.6M

Top Sellers

1
SC
Soundwatch Capital
Connecticut
$474K
2
EWA
EP Wealth Advisors
California
$653K
3
RJFSA
Raymond James Financial Services Advisors
Florida
$155M
4
PP
Prudential plc
United Kingdom
$489K
5
PCM
Piedmont Capital Management
Montana
$5.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
EL
401
Essex LLC
Illinois
$274K +$274K +3,618 New
VCM
402
Vivaldi Capital Management
Illinois
$272K – – –
HNWA
403
Henrickson Nauta Wealth Advisors
Michigan
$269K – – –
LCWP
404
Legacy Capital Wealth Partners
Arkansas
$268K +$268K +3,536 New
GM
405
GeoWealth Management
Illinois
$262K -$2.64M -34,852 -91%
AA
406
AlphaQ Advisors
Florida
$261K +$261K +3,448 New
TCM
407
TD Capital Management
Tennessee
$261K +$43.6K +575 +20%
SFPG
408
Stonebridge Financial Planning Group
Florida
$260K +$260K +3,425 New
SWA
409
Sax Wealth Advisors
New Jersey
$257K +$257K +3,391 New
BC
410
Barnett & Company
Tennessee
$257K -$11.4K -150 -4%
MA
411
MONECO Advisors
Connecticut
$254K +$254K +3,356 New
EWA
412
Evolution Wealth Advisors
Florida
$253K +$253K +3,335 New
ESB
413
Essex Savings Bank
Connecticut
$250K +$27.7K +365 +12%
WPC
414
Wedmont Private Capital
Pennsylvania
$248K +$248K +3,282 New
C
415
CEDRUS
Colorado
$247K +$14.9K +196 +6%
VPP
416
Vertex Planning Partners
Illinois
$246K – – –
AWA
417
Arete Wealth Advisors
Illinois
$240K -$1.92M -25,319 -89%
MOS
418
MGO One Seven
Ohio
$231K +$231K +3,050 New
FAIM
419
Financial Advocates Investment Management
Washington
$224K +$224K +2,957 New
CMI
420
Clare Market Investments
Texas
$222K – – –
PA
421
PFG Advisors
Arizona
$218K +$218K +2,878 New
TC
422
TownSquare Capital
Utah
$217K +$217K +2,867 New
SWA
423
Stratos Wealth Advisors
Ohio
$215K +$215K +2,841 New
SVWAG
424
Sound View Wealth Advisors Group
Georgia
$213K – – –
MW
425
Marcum Wealth
Ohio
$213K +$213K +2,807 New
15 16
17
18 19