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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

519 hedge funds and large institutions have $5.8B invested in VanEck Morningstar Wide Moat ETF in 2023 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 255 increasing their positions, 109 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
519
Holders Change
+62
Holders Change %
+13.57%
% of All Funds
8.27%
Holding in Top 10
83
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+23.88%
% of All Funds
1.32%
New
94
Increased
255
Reduced
109
Closed
26
Calls
$1.8M
Puts
$910K
Net Calls
+$887K
Net Calls Change
-$10.9M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$514M
2
Bank of America
Bank of America
North Carolina
$540M
3
Osaic Holdings
Osaic Holdings
Arizona
$132M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$146M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$45.6M

Top Sellers

1
SC
Soundwatch Capital
Connecticut
$474K
2
EWA
EP Wealth Advisors
California
$653K
3
RJFSA
Raymond James Financial Services Advisors
Florida
$155M
4
PP
Prudential plc
United Kingdom
$489K
5
PCM
Piedmont Capital Management
Montana
$5.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIM
426
Miller Investment Management
Pennsylvania
$213K +$213K +2,805 New
PAS
427
Park Avenue Securities
New York
$211K +$211K +2,784 New
PWG
428
Portside Wealth Group
Utah
$211K +$211K +2,785 New
SS
429
Sunbelt Securities
Texas
$209K +$159K +2,094 +313%
BWA
430
Burt Wealth Advisors
Maryland
$209K +$9.03K +119 +5%
SF
431
Synovus Financial
Georgia
$207K +$207K +2,733 New
SFG
432
StrategIQ Financial Group
Indiana
$206K +$910 +12 +0.4%
VA
433
Valmark Advisers
Ohio
$205K +$4.7K +62 +2%
BCA
434
Bay Colony Advisors
Massachusetts
$204K +$204K +2,685 New
TW
435
Transform Wealth
Colorado
$203K +$203K +2,682 New
TAM
436
Tealwood Asset Management
Minnesota
$203K – – –
PCIA
437
Prime Capital Investment Advisors
Kansas
$202K -$14.1K -186 -7%
ACA
438
Atlas Capital Advisors
Wyoming
$198K +$34.7K +458 +21%
FWP
439
FAS Wealth Partners
Kansas
$184K +$15K +198 +9%
PA
440
Parallel Advisors
California
$175K +$50.2K +662 +40%
IPW
441
Impact Partnership Wealth
Georgia
$173K +$81.7K +1,077 +90%
FHA
442
First Horizon Advisors
Tennessee
$171K +$60.7K +800 +55%
KFI
443
Key Financial Inc
Pennsylvania
$170K – – –
PGAM
444
Princeton Global Asset Management
New Jersey
$166K – – –
PFA
445
Pathway Financial Advisers
Indiana
$155K +$155K +2,040 New
BFPW
446
BOK Financial Private Wealth
Colorado
$152K +$152K +2,000 New
TPCW
447
TD Private Client Wealth
New York
$148K +$148K +1,958 New
WTG
448
West Tower Group
Virginia
$143K -$37.8K -499 -21%
LWA
449
Lowe Wealth Advisors
Maryland
$134K -$37.9K -500 -22%
JFGIW
450
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$114K – – –
16 17
18
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