MOAT icon

VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

632 hedge funds and large institutions have $8.88B invested in VanEck Morningstar Wide Moat ETF in 2024 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 313 increasing their positions, 160 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
632
Holders Change
+16
Holders Change %
+2.6%
% of All Funds
9.16%
Holding in Top 10
96
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.05%
% of All Funds
1.39%
New
75
Increased
313
Reduced
160
Closed
50
Calls
$3.96M
Puts
$2.04M
Net Calls
+$1.92M
Net Calls Change
-$826K

Top Buyers

1
MIS
Morningstar Investment Services
Illinois
$64.7M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$58.9M
3
FFA
First Foundation Advisors
California
$91.6M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$292M
5
Bank of America
Bank of America
North Carolina
$794M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$782M
2
PP
Prudential plc
United Kingdom
$2.48M
3
GM
GeoWealth Management
Illinois
$218K
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$138M
5
AWM
AE Wealth Management
Kansas
$428K
Name Holding Trade Value Shares
Change 		Shares
Change %
MIH
426
Meitav Investment House
Israel
$572K -$363K -4,055 -39%
LC
427
Landaas & Company
Wisconsin
$571K -$58K -645 -9%
TPCW
428
TD Private Client Wealth
New York
$567K +$150K +1,673 +36%
PW
429
Peninsula Wealth
California
$566K +$40.9K +455 +8%
BCM
430
Beck Capital Management
Texas
$552K -$11.5K -128 -2%
HF
431
HRT Financial
New York
$548K +$548K +6,097 New
FHA
432
First Horizon Advisors
Tennessee
$546K +$71.9K +800 +15%
SEP
433
Southland Equity Partners
Missouri
$535K – – –
MC
434
Moors & Cabot
Massachusetts
$531K -$58.4K -650 -10%
IF
435
Intrua Financial
Texas
$516K +$1.89K +21 +0.4%
VCM
436
Vision Capital Management
Oregon
$506K – – –
KFGK
437
Keystone Financial Group (Kentucky)
Kentucky
$498K +$498K +5,540 New
LAS
438
Lloyd Advisory Services
Georgia
$485K +$485K +5,400 New
SWM
439
SeaCrest Wealth Management
New York
$481K +$156K +1,736 +48%
NS
440
NBC Securities
Alabama
$479K – – –
NIWA
441
New Insight Wealth Advisors
California
$476K – – –
IAS
442
Insigneo Advisory Services
Florida
$468K +$989 +11 +0.2%
BJL
443
Brighton Jones LLC
Washington
$468K -$25.7K -286 -5%
WPWM
444
Western Pacific Wealth Management
Illinois
$463K -$285K -3,165 -38%
ADL
445
Asset Dedication LLC
California
$463K – – –
QEI
446
QSV Equity Investors
Illinois
$459K – – –
PIA
447
Perennial Investment Advisors
California
$456K +$39.7K +442 +10%
CCM
448
Ciovacco Capital Management
Georgia
$446K -$34.3K -381 -7%
Bank of Montreal
449
Bank of Montreal
Ontario, Canada
$440K -$41.6K -465 -9%
SWM
450
Spire Wealth Management
Virginia
$436K +$12K +133 +3%
16 17
18
19 20