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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 %
CG
451
CFO4Life Group
Texas
$436K +$207K +2,299 +90%
SL
452
SWMG LLC
Texas
$435K -$14.7K -163 -3%
IWC
453
Integrated Wealth Concepts
Massachusetts
$434K -$783K -8,707 -64%
SVWAG
454
Sound View Wealth Advisors Group
Georgia
$433K +$180K +2,003 +71%
WF
455
Welch & Forbes
Massachusetts
$430K – – –
AWM
456
AE Wealth Management
Kansas
$428K -$11.3M -125,933 -96%
MWM
457
Merriman Wealth Management
Washington
$427K – – –
WFM
458
Wolff Financial Management
Michigan
$424K -$19.3K -215 -4%
STCOSD
459
Sageworth Trust Company of South Dakota
South Dakota
$421K – – –
FPAS
460
Focus Partners Advisor Solutions
Missouri
$415K +$7.37K +82 +2%
AAS
461
Ameritas Advisory Services
Nebraska
$409K +$409K +4,681 New
CCP
462
Clarity Capital Partners
California
$406K -$807K -8,972 -67%
SFS
463
Stiles Financial Services
Minnesota
$404K – – –
OSNBOA
464
Old Second National Bank of Aurora
Illinois
$401K – – –
ETIA
465
Epic Trust Investment Advisors
Washington
$400K +$3.96K +44 +1%
FCM
466
Family Capital Management
Michigan
$400K – – –
DA
467
Dash Acquisitions
California
$397K +$397K +4,717 New
KA
468
Kovack Advisors
Florida
$380K +$100K +1,115 +36%
PHS
469
Pekin Hardy Strauss
Illinois
$373K +$31.9K +355 +9%
BWM
470
Blossom Wealth Management
California
$372K +$23.6K +262 +7%
CFS
471
Commonwealth Financial Services
West Virginia
$372K – – –
PCM
472
Piedmont Capital Management
Montana
$372K -$72K -817 -16%
CIBC World Market
473
CIBC World Market
Ontario, Canada
$363K – – –
1IA
474
1620 Investment Advisors
Massachusetts
$362K +$362K +4,025 New
WCG
475
Weaver Consulting Group
California
$362K – – –
17 18
19
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