MOAT icon

VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

654 hedge funds and large institutions have $8.36B invested in VanEck Morningstar Wide Moat ETF in 2024 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 270 increasing their positions, 210 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
654
Holders Change
+22
Holders Change %
+3.48%
% of All Funds
9.51%
Holding in Top 10
93
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.13%
% of All Funds
1.35%
New
74
Increased
270
Reduced
210
Closed
42
Calls
$2.56M
Puts
$468K
Net Calls
+$2.09M
Net Calls Change
+$172K

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$82M
2
BCM
Brookstone Capital Management
Illinois
$88.5M
3
AAS
Avantax Advisory Services
Texas
$29.5M
4
Two Sigma Advisers
Two Sigma Advisers
New York
$19.6M
5
Two Sigma Investments
Two Sigma Investments
New York
$17.6M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$65.3M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$89.9M
3
DCM
Davidson Capital Management
Texas
$20.2M
4
Bank of America
Bank of America
North Carolina
$740M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$3.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
ZIG
401
Zurich Insurance Group
Switzerland
$682K -$11.9M -135,421 -95%
VR
402
Valued Retirements
Texas
$664K – – –
BEI
403
Benjamin Edwards Inc
Missouri
$659K -$9.01K -104 -1%
Tudor Investment Corp
404
Tudor Investment Corp
Connecticut
$654K +$654K +7,550 New
DFA
405
DHJJ Financial Advisors
Illinois
$642K +$53.3K +615 +9%
LSA
406
L & S Advisors
California
$640K +$640K +7,388 New
MWM
407
MGB Wealth Management
Texas
$638K – – –
AWA
408
ARQ Wealth Advisors
Arizona
$637K +$69.8K +806 +12%
LSPW
409
Lake Street Private Wealth
Illinois
$633K -$16.5K -190 -3%
RVPG
410
Relative Value Partners Group
$633K +$633K +7,309 New
E
411
ETFidea
New York
$631K – – –
RC
412
Randolph Company
Ohio
$618K +$38.2K +441 +7%
KWM
413
Kingsview Wealth Management
Oregon
$605K +$42.8K +494 +8%
GC
414
Gilbert & Cook
Iowa
$604K -$107K -1,239 -15%
SIC
415
Samalin Investment Counsel
New York
$590K +$22.4K +259 +4%
PGAM
416
Princeton Global Asset Management
New Jersey
$589K -$1.3K -15 -0.2%
BWP
417
Balboa Wealth Partners
Arizona
$580K -$539K -6,226 -48%
MIH
418
Meitav Investment House
Israel
$579K +$27.8K +322 +5%
3F
419
360 Financial
Minnesota
$572K -$10.7K -124 -2%
PW
420
Peninsula Wealth
California
$555K – – –
MW
421
Members Wealth
Pennsylvania
$551K +$551K +5,716 New
PFGIA
422
Patriot Financial Group Insurance Agency
Massachusetts
$550K -$85.5K -987 -13%
AWM
423
AE Wealth Management
Kansas
$535K +$123K +1,416 +30%
FHA
424
First Horizon Advisors
Tennessee
$531K +$4.33K +50 +0.8%
BCM
425
Beck Capital Management
Texas
$530K -$1.56K -18 -0.3%
15 16
17
18 19