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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
+$86.5M
2
Bank of America
Bank of America
North Carolina
+$75.7M
3
Osaic Holdings
Osaic Holdings
Arizona
+$49.7M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$48.2M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$45.6M

Top Sellers

1
SC
Soundwatch Capital
Connecticut
-$204M
2
EWA
EP Wealth Advisors
California
-$81M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$72.6M
4
PP
Prudential plc
United Kingdom
-$53.5M
5
PCM
Piedmont Capital Management
Montana
-$48M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWC
451
Carolinas Wealth Consulting
North Carolina
$112K +$112K +1,544 New
CG
452
Cutler Group
California
$106K +$98.4K +1,300 +1,300%
HNB
453
Huntington National Bank
Ohio
$105K -$243K – –
BBHC
454
Brown Brothers Harriman & Co
New York
$101K -$50.5K -666 -33%
TWM
455
Tradition Wealth Management
Minnesota
$101K – – –
LF
456
Lee Financial
Texas
$95K – – –
BTI
457
Blue Trust Inc
Georgia
$93K -$117K -1,471 -56%
RG
458
Retirement Group
California
$92.9K +$15.2K +200 +20%
GWS
459
Glassman Wealth Services
Virginia
$87.7K +$51.2K +675 +140%
IWP
460
IAG Wealth Partners
Wisconsin
$82.3K – – –
S
461
SignatureFD
Georgia
$69.6K +$25K +330 +56%
TH
462
TCTC Holdings
Texas
$68.6K – – –
FFL
463
Financial Freedom LLC
Ohio
$67.4K +$67.4K +889 New
GTAM
464
Global Trust Asset Management
Florida
$67.1K -$1.52K -20 -2%
EWM
465
EPG Wealth Management
Georgia
$63.9K – – –
FFA
466
Farther Finance Advisors
California
$62.9K +$6.14K +81 +11%
CAL
467
Capital Analysts LLC
Pennsylvania
$62K +$10.4K +137 +20%
OSAM
468
O'Shaughnessy Asset Management
Connecticut
$53.5K +$53.5K +706 New
SFC
469
SYM Financial Corp
Indiana
$53.1K +$53.1K +700 New
MIFH
470
Migdal Insurance & Financial Holdings
Israel
$50K -$191K -2,520 -79%
Barclays
471
Barclays
United Kingdom
$46K – – –
Deutsche Bank
472
Deutsche Bank
Germany
$45.7K +$45.7K +603 New
TAM
473
Tucker Asset Management
Colorado
$44.8K -$25.4K -335 -36%
First Manhattan
474
First Manhattan
New York
$43.8K +$43.8K +578 New
PCA
475
Providence Capital Advisors
North Carolina
$42.9K +$22K +290 +105%
17 18
19
20 21