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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

668 hedge funds and large institutions have $9.52B invested in VanEck Morningstar Wide Moat ETF in 2024 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 275 increasing their positions, 224 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
668
Holders Change
+14
Holders Change %
+2.14%
% of All Funds
9.66%
Holding in Top 10
104
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+11.83%
% of All Funds
1.5%
New
60
Increased
275
Reduced
224
Closed
37
Calls
$3.05M
Puts
$727K
Net Calls
+$2.33M
Net Calls Change
+$240K

Top Buyers

1
LPL Financial
LPL Financial
California
+$59.5M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$47.9M
3
AAS
Avantax Advisory Services
Texas
+$38.3M
4
RWA
Redhawk Wealth Advisors
Minnesota
+$30.4M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$24.5M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$41.2M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$26.5M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$25.3M
4
PAG
Private Advisor Group
New Jersey
-$19.3M
5
UBS Group
UBS Group
Switzerland
-$18.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
KWM
401
Kaydan Wealth Management
Michigan
$854K – – –
AW
402
Atlas Wealth
Ohio
$851K -$818K -8,436 -49%
HSBC Holdings
403
HSBC Holdings
United Kingdom
$834K +$574K +5,919 +220%
ACA
404
Atlas Capital Advisors
Wyoming
$834K +$38.6K +398 +5%
WLPWM
405
Walled Lake Planning & Wealth Management
Illinois
$829K +$28.1K +290 +4%
TC
406
Trilogy Capital
California
$817K +$2.81K +29 +0.3%
BI
407
Beckerman Institutional
New Jersey
$813K +$813K +8,385 New
PFA
408
Petra Financial Advisors
Colorado
$809K +$809K +8,346 New
KFGK
409
Keystone Financial Group (Kentucky)
Kentucky
$795K +$795K +8,195 New
SFG
410
Sovereign Financial Group
Connecticut
$791K -$24.9K -257 -3%
VDBMI
411
Van Den Berg Management I
Texas
$787K -$266K -2,747 -25%
BWP
412
Balboa Wealth Partners
Arizona
$786K +$136K +1,407 +21%
SWA
413
Sax Wealth Advisors
New Jersey
$778K +$291 +3 +0%
FWA
414
FSC Wealth Advisors
New York
$771K -$3.2K -33 -0.4%
LPT
415
Legacy Private Trust
Wisconsin
$771K -$969 -10 -0.1%
AGP
416
Autumn Glory Partners
Texas
$768K -$35.5K -366 -4%
AWA
417
ARQ Wealth Advisors
Arizona
$765K +$63.9K +670 +9%
CG
418
Clarus Group
Texas
$761K -$2.62K -27 -0.3%
FHA
419
Flagship Harbor Advisors
Massachusetts
$746K +$746K +7,691 New
ZIG
420
Zurich Insurance Group
Switzerland
$744K – – –
QP
421
Quartz Partners
New York
$743K +$743K +7,667 New
VR
422
Valued Retirements
Texas
$743K – – –
CA
423
Calton & Associates
Florida
$718K +$718K +7,408 New
WCM
424
WealthBridge Capital Management
Ohio
$714K -$169K -1,741 -19%
KWM
425
Kingsview Wealth Management
Oregon
$709K +$31.3K +323 +5%
15 16
17
18 19