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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

616 hedge funds and large institutions have $8.35B invested in VanEck Morningstar Wide Moat ETF in 2023 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 292 increasing their positions, 132 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
616
Holders Change
+97
Holders Change %
+18.69%
% of All Funds
9.03%
Holding in Top 10
95
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+14.46%
% of All Funds
1.39%
New
131
Increased
292
Reduced
132
Closed
30
Calls
$3.24M
Puts
$501K
Net Calls
+$2.74M
Net Calls Change
+$1.85M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$732M
2
MFIM
Mesirow Financial Investment Management
Illinois
+$191M
3
LPL Financial
LPL Financial
California
+$125M
4
Bank of America
Bank of America
North Carolina
+$116M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$71.7M

Top Sellers

1
TI
TTP Investments
California
-$33.3M
2
OCM
One Capital Management
California
-$26.9M
3
SIS
Strategic Investment Solutions
Illinois
-$25.8M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$17.3M
5
Osaic Holdings
Osaic Holdings
Arizona
-$17.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
QEI
426
QSV Equity Investors
Illinois
$433K +$433K +5,103 New
MSFS
427
Main Street Financial Solutions
Pennsylvania
$429K +$429K +5,056 New
BFG
428
Berger Financial Group
Minnesota
$429K +$429K +5,052 New
PCM
429
Piedmont Capital Management
Montana
$427K -$2.96M -34,922 -87%
SL
430
SWMG LLC
Texas
$425K +$34.2K +403 +9%
CCM
431
Crabel Capital Management
California
$423K +$423K +4,984 New
WFM
432
Wolff Financial Management
Michigan
$418K +$79.1K +932 +23%
WF
433
Welch & Forbes
Massachusetts
$406K – – –
MWM
434
Merriman Wealth Management
Washington
$403K – – –
TPWA
435
TRUE Private Wealth Advisors
Oregon
$399K +$399K +4,698 New
STCOSD
436
Sageworth Trust Company of South Dakota
South Dakota
$397K – – –
SWM
437
Spire Wealth Management
Virginia
$396K +$81.3K +968 +26%
TPCW
438
TD Private Client Wealth
New York
$393K +$227K +2,672 +136%
PIA
439
Perennial Investment Advisors
California
$393K +$4.75K +56 +1%
FPAS
440
Focus Partners Advisor Solutions
Missouri
$385K +$7.21K +85 +2%
SC
441
Savant Capital
Illinois
$383K +$383K +4,513 New
SFS
442
Stiles Financial Services
Minnesota
$381K -$40.9K -482 -10%
OSNBOA
443
Old Second National Bank of Aurora
Illinois
$378K -$163K -1,922 -30%
FCM
444
Family Capital Management
Michigan
$378K – – –
ETIA
445
Epic Trust Investment Advisors
Washington
$374K +$5.52K +65 +1%
CFS
446
Commonwealth Financial Services
West Virginia
$372K -$68.1K -802 -15%
BCM
447
Bayesian Capital Management
New York
$359K +$359K +4,231 New
TFP
448
Traction Financial Partners
Wyoming
$352K +$352K +4,146 New
SWA
449
Sax Wealth Advisors
New Jersey
$349K +$61.5K +725 +21%
IIA
450
IPG Investment Advisors
California
$346K -$50.9K -600 -13%
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