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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 %
SIC
426
Samalin Investment Counsel
New York
$709K +$48.7K +502 +7%
MWM
427
MGB Wealth Management
Texas
$703K – – –
AAS
428
Ameritas Advisory Services
Nebraska
$688K +$170K +1,752 +33%
HH
429
Hilltop Holdings
Texas
$681K +$681K +7,026 New
RC
430
Randolph Company
Ohio
$674K -$18.2K -188 -3%
AWM
431
Accurate Wealth Management
Florida
$670K +$670K +6,898 New
WPWM
432
Western Pacific Wealth Management
Illinois
$655K +$155K +1,600 +31%
E
433
ETFidea
New York
$651K -$55.1K -568 -8%
ECA
434
Elevated Capital Advisors
Utah
$647K -$5.24M -54,054 -89%
3F
435
360 Financial
Minnesota
$640K – – –
PGAM
436
Princeton Global Asset Management
New Jersey
$633K -$26.7K -275 -4%
FSWA
437
Financial Synergies Wealth Advisors
Texas
$614K +$73.1K +754 +14%
PW
438
Peninsula Wealth
California
$613K – – –
FHA
439
First Horizon Advisors
Tennessee
$613K +$18.7K +193 +3%
MC
440
Moors & Cabot
Massachusetts
$609K +$45.1K +465 +8%
SVWAG
441
Sound View Wealth Advisors Group
Georgia
$606K +$19.8K +204 +3%
1IA
442
1620 Investment Advisors
Massachusetts
$604K +$117K +1,204 +24%
BCM
443
Beck Capital Management
Texas
$602K +$8.63K +89 +1%
SEP
444
Southland Equity Partners
Missouri
$576K -$776 -8 -0.1%
PTC
445
Private Trust Company
Ohio
$576K -$254K -2,615 -31%
PFGIA
446
Patriot Financial Group Insurance Agency
Massachusetts
$569K -$45.9K -473 -7%
AWM
447
AE Wealth Management
Kansas
$564K -$34.4K -355 -6%
LSAG
448
Lake Street Advisors Group
New Hampshire
$563K +$119K +1,231 +27%
NS
449
NBC Securities
Alabama
$560K +$30.4K +314 +6%
IWM
450
Iams Wealth Management
Nebraska
$558K -$285K -2,944 -34%
16 17
18
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