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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

457 hedge funds and large institutions have $5.28B invested in VanEck Morningstar Wide Moat ETF in 2023 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 207 increasing their positions, 95 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
457
Holders Change
+79
Holders Change %
+20.9%
% of All Funds
7.21%
Holding in Top 10
67
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+21.82%
% of All Funds
1.06%
New
101
Increased
207
Reduced
95
Closed
16
Calls
$14.4M
Puts
$2.68M
Net Calls
+$11.8M
Net Calls Change
-$73M

Top Buyers

1
LPL Financial
LPL Financial
California
$406M
2
Bank of America
Bank of America
North Carolina
$489M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$103M
4
Morgan Stanley
Morgan Stanley
New York
$450M
5
OWP
Obermeyer Wealth Partners
Colorado
$45.8M

Top Sellers

1
AWM
Activest Wealth Management
Florida
$0
2
PP
Prudential plc
United Kingdom
$56.8M
3
OIA
OneDigital Investment Advisors
Kansas
$80.2M
4
CWM
Cornerstone Wealth Management
Missouri
$835K
5
WP
WealthPLAN Partners
Nebraska
$11.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CTWM
426
Cherry Tree Wealth Management
Minnesota
$26.7K +$26.7K +334 New
PMFA
427
Plante Moran Financial Advisors
Michigan
$25.7K +$25.7K +322 New
PK
428
Pflug Koory
Nebraska
$24.7K – – –
OP
429
ORG Partners
Indiana
$23.6K +$23.6K +296 New
PCA
430
Providence Capital Advisors
North Carolina
$22K -$29.8K -373 -57%
DI
431
Disciplined Investments
Oklahoma
$21.6K – – –
BCM
432
Basso Capital Management
Connecticut
$21.5K +$21.5K +270 New
CFGS
433
Concourse Financial Group Securities
Alabama
$21.5K – – –
CIA
434
Cape Investment Advisory
Georgia
$19.4K +$1.76K +22 +10%
TFGT
435
TS Financial Group (TSFG)
Illinois
$18K – – –
PFP
436
Pinnacle Financial Partners
Tennessee
$16.4K – – –
HCM
437
Hollencrest Capital Management
California
$16K – – –
FP
438
Financial Perspectives
Minnesota
$12K +$3.19K +40 +36%
AF
439
Advisornet Financial
Minnesota
$7.18K +$7.18K +90 New
TC
440
Trust Company
Kansas
$7.02K – – –
CG
441
Cutler Group
California
$7K +$7K +100 New
EWP
442
Elevation Wealth Partners
California
$6.78K – – –
VWM
443
Venturi Wealth Management
Texas
$6.7K – – –
AIC
444
Archer Investment Corporation
Indiana
$6.62K – – –
CTA
445
Colonial Trust Advisors
South Carolina
$6.38K – – –
C
446
Covestor
United Kingdom
$5K -$1.15K -15 -19%
BWM
447
Baystate Wealth Management
Massachusetts
$4.14K -$2.92K -36 -41%
RWPA
448
Richard W. Paul & Associates
Michigan
$3.99K – – –
CHA
449
Carmichael Hill & Associates
Maryland
$3.43K – – –
EWA
450
EverSource Wealth Advisors
Alabama
$1.28K +$1.28K +16 New
15 16 17
18
19