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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

616 hedge funds and large institutions have $8.35B invested in VanEck Morningstar Wide Moat ETF in 2023 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 292 increasing their positions, 132 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
616
Holders Change
+97
Holders Change %
+18.69%
% of All Funds
9.03%
Holding in Top 10
95
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+14.46%
% of All Funds
1.39%
New
131
Increased
292
Reduced
132
Closed
30
Calls
$3.24M
Puts
$501K
Net Calls
+$2.74M
Net Calls Change
+$1.85M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$732M
2
MFIM
Mesirow Financial Investment Management
Illinois
+$191M
3
LPL Financial
LPL Financial
California
+$125M
4
Bank of America
Bank of America
North Carolina
+$116M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$71.7M

Top Sellers

1
TI
TTP Investments
California
-$33.3M
2
OCM
One Capital Management
California
-$26.9M
3
SIS
Strategic Investment Solutions
Illinois
-$25.8M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$17.3M
5
Osaic Holdings
Osaic Holdings
Arizona
-$17.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Betterment LLC
401
Betterment LLC
New York
$512K +$119K +1,400 +30%
SEP
402
Southland Equity Partners
Missouri
$505K -$453K -5,335 -47%
DFA
403
DHJJ Financial Advisors
Illinois
$505K +$48.9K +576 +11%
AWA
404
ARQ Wealth Advisors
Arizona
$499K +$130K +1,537 +35%
WCM
405
WealthBridge Capital Management
Ohio
$498K +$64.3K +757 +15%
PW
406
Peninsula Wealth
California
$495K +$16.8K +198 +4%
WLPWM
407
Walled Lake Planning & Wealth Management
Illinois
$488K +$1.87K +22 +0.4%
IF
408
Intrua Financial
Texas
$485K -$79.9K -941 -14%
VCM
409
Vision Capital Management
Oregon
$478K +$478K +5,629 New
BJL
410
Brighton Jones LLC
Washington
$466K -$15K -177 -3%
PGAM
411
Princeton Global Asset Management
New Jersey
$466K +$280K +3,301 +151%
Bank of Montreal
412
Bank of Montreal
Ontario, Canada
$460K -$156K -1,833 -25%
FTUS
413
Flow Traders U.S.
New York
$459K +$459K +5,409 New
CCM
414
Ciovacco Capital Management
Georgia
$453K – – –
NS
415
NBC Securities
Alabama
$452K +$31.8K +375 +8%
NIWA
416
New Insight Wealth Advisors
California
$449K +$449K +5,290 New
FHA
417
First Horizon Advisors
Tennessee
$448K +$257K +3,026 +134%
SFG
418
Sovereign Financial Group
Connecticut
$447K +$447K +5,262 New
Fisher Asset Management
419
Fisher Asset Management
Washington
$442K +$442K +5,213 New
IAS
420
Insigneo Advisory Services
Florida
$441K +$8.06K +95 +2%
LCWP
421
Legacy Capital Wealth Partners
Arkansas
$440K +$140K +1,650 +47%
CA
422
Continuum Advisory
Idaho
$439K +$47.5K +560 +12%
ADL
423
Asset Dedication LLC
California
$437K – – –
D.E. Shaw & Co
424
D.E. Shaw & Co
New York
$437K +$437K +5,145 New
BWP
425
Balboa Wealth Partners
Arizona
$433K +$433K +5,105 New
15 16
17
18 19