MOAT icon

VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

632 hedge funds and large institutions have $8.88B invested in VanEck Morningstar Wide Moat ETF in 2024 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 313 increasing their positions, 160 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
632
Holders Change
+16
Holders Change %
+2.6%
% of All Funds
9.16%
Holding in Top 10
96
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.05%
% of All Funds
1.39%
New
75
Increased
313
Reduced
160
Closed
50
Calls
$3.96M
Puts
$2.04M
Net Calls
+$1.92M
Net Calls Change
-$826K

Top Buyers

1
MIS
Morningstar Investment Services
Illinois
$64.7M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$58.9M
3
FFA
First Foundation Advisors
California
$91.6M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$292M
5
Bank of America
Bank of America
North Carolina
$794M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$782M
2
PP
Prudential plc
United Kingdom
$2.48M
3
GM
GeoWealth Management
Illinois
$218K
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$138M
5
AWM
AE Wealth Management
Kansas
$428K
Name Holding Trade Value Shares
Change 		Shares
Change %
MSFS
401
Main Street Financial Solutions
Pennsylvania
$708K +$254K +2,820 +56%
CG
402
Clarus Group
Texas
$708K +$809 +9 +0.1%
IWM
403
Iams Wealth Management
Nebraska
$694K -$181K -2,092 -21%
BEI
404
Benjamin Edwards Inc
Missouri
$693K +$9.26K +103 +1%
VR
405
Valued Retirements
Texas
$689K – – –
FWA
406
FSC Wealth Advisors
New York
$688K +$32.9K +366 +5%
MCC
407
Money Concepts Capital
Florida
$681K +$38.4K +427 +6%
LSPW
408
Lake Street Private Wealth
Illinois
$674K – – –
PFGIA
409
Patriot Financial Group Insurance Agency
Massachusetts
$659K -$15.7K -175 -2%
LPT
410
Legacy Private Trust
Wisconsin
$658K -$139K -1,550 -17%
E
411
ETFidea
New York
$655K – – –
MWM
412
MGB Wealth Management
Texas
$651K +$47.1K +525 +8%
SFG
413
Sovereign Financial Group
Connecticut
$647K +$174K +1,935 +37%
FFS
414
Founders Financial Securities
Maryland
$647K +$84.8K +943 +15%
WLPWM
415
Walled Lake Planning & Wealth Management
Illinois
$642K +$126K +1,397 +24%
SWA
416
Sax Wealth Advisors
New Jersey
$641K +$271K +3,011 +73%
AW
417
Atlas Wealth
Ohio
$638K +$638K +7,102 New
PGAM
418
Princeton Global Asset Management
New Jersey
$613K +$120K +1,330 +24%
DFA
419
DHJJ Financial Advisors
Illinois
$611K +$76.1K +846 +14%
3F
420
360 Financial
Minnesota
$604K – – –
RC
421
Randolph Company
Ohio
$602K -$95.9K -1,067 -14%
AWA
422
ARQ Wealth Advisors
Arizona
$589K +$60.6K +674 +11%
SIC
423
Samalin Investment Counsel
New York
$589K +$14.6K +162 +3%
KWM
424
Kingsview Wealth Management
Oregon
$584K -$94.3K -1,049 -14%
JCM
425
Jacobi Capital Management
Pennsylvania
$576K +$31.1K +346 +6%
15 16
17
18 19