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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 %
UCB
451
United Community Bank
South Carolina
$345K +$345K +4,070 New
CIBC World Market
452
CIBC World Market
Ontario, Canada
$343K – – –
RFN
453
Redwood Financial Network
Ohio
$343K +$1.02K +12 +0.3%
WCG
454
Weaver Consulting Group
California
$341K – – –
SCA
455
Snowden Capital Advisors
New York
$336K +$336K +3,955 New
BMCM
456
Burns Matteson Capital Management
New York
$336K +$336K +3,954 New
GF
457
Gries Financial
Ohio
$331K +$331K +3,903 New
BWM
458
Blossom Wealth Management
California
$329K +$329K +3,877 New
PHS
459
Pekin Hardy Strauss
Illinois
$322K +$8.49K +100 +3%
JIP
460
Jaffetilchin Investment Partners
Florida
$321K -$22.6K -266 -7%
WA
461
Waddell & Associates
Tennessee
$315K -$7.38K -87 -2%
FTDI
462
First Trust Direct Indexing
Massachusetts
$314K +$314K +3,694 New
FZCM
463
Flynn Zito Capital Management
New York
$311K +$311K +3,661 New
FIA
464
Foundations Investment Advisors
Arizona
$307K -$199K -2,351 -39%
VCM
465
Vivaldi Capital Management
Illinois
$302K -$2.12K -25 -0.7%
HNWA
466
Henrickson Nauta Wealth Advisors
Michigan
$302K – – –
SWM
467
SeaCrest Wealth Management
New York
$300K +$300K +3,614 New
MA
468
MONECO Advisors
Connecticut
$297K +$12.4K +146 +4%
TCM
469
TD Capital Management
Tennessee
$294K +$1.95K +23 +0.7%
HIP
470
HUB Investment Partners
Texas
$291K -$41.7K -491 -13%
TW
471
TritonPoint Wealth
Maryland
$287K +$287K +3,378 New
C
472
CEDRUS
Colorado
$285K +$8.57K +101 +3%
EWA
473
Evolution Wealth Advisors
Florida
$283K – – –
BC
474
Barnett & Company
Tennessee
$282K -$5.6K -66 -2%
AssetMark Inc
475
AssetMark Inc
California
$281K +$272K +3,209 +3,056%
17 18
19
20 21