MOAT icon

VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

654 hedge funds and large institutions have $8.36B invested in VanEck Morningstar Wide Moat ETF in 2024 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 270 increasing their positions, 210 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
654
Holders Change
+22
Holders Change %
+3.48%
% of All Funds
9.51%
Holding in Top 10
93
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.13%
% of All Funds
1.35%
New
74
Increased
270
Reduced
210
Closed
42
Calls
$2.56M
Puts
$468K
Net Calls
+$2.09M
Net Calls Change
+$172K

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$82M
2
BCM
Brookstone Capital Management
Illinois
$88.5M
3
AAS
Avantax Advisory Services
Texas
$29.5M
4
Two Sigma Advisers
Two Sigma Advisers
New York
$19.6M
5
Two Sigma Investments
Two Sigma Investments
New York
$17.6M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$65.3M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$89.9M
3
DCM
Davidson Capital Management
Texas
$20.2M
4
Bank of America
Bank of America
North Carolina
$740M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$3.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIS
451
Strategic Investment Solutions
Illinois
$434K +$434K +6,266 New
PHS
452
Pekin Hardy Strauss
Illinois
$430K +$71K +820 +20%
PIA
453
Perennial Investment Advisors
California
$420K -$19K -219 -4%
CG
454
CFO4Life Group
Texas
$420K – – –
SL
455
SWMG LLC
Texas
$417K -$2.77K -32 -0.7%
MA
456
Marquette Associates
Illinois
$413K +$413K +4,770 New
MWM
457
Merriman Wealth Management
Washington
$411K – – –
LCWP
458
Legacy Capital Wealth Partners
Arkansas
$409K +$409K +4,725 New
WFM
459
Wolff Financial Management
Michigan
$408K – – –
STCOSD
460
Sageworth Trust Company of South Dakota
South Dakota
$405K – – –
CFS
461
Commonwealth Financial Services
West Virginia
$400K +$22.4K +260 +6%
WF
462
Welch & Forbes
Massachusetts
$400K -$10.7K -125 -3%
LSAG
463
Lake Street Advisors Group
New Hampshire
$396K +$89.6K +1,034 +29%
CCP
464
Clarity Capital Partners
California
$393K +$2.51K +29 +0.6%
CIBC World Market
465
CIBC World Market
Ontario, Canada
$393K +$43.2K +499 +12%
SWM
466
Spire Wealth Management
Virginia
$393K -$27.4K -316 -7%
BWM
467
Blossom Wealth Management
California
$389K +$30.3K +350 +8%
FPAS
468
Focus Partners Advisor Solutions
Missouri
$388K -$12.1K -140 -3%
FCM
469
Family Capital Management
Michigan
$386K – – –
WA
470
Waverly Advisors
Alabama
$379K +$81.7K +943 +27%
IAS
471
Insigneo Advisory Services
Florida
$378K -$76.4K -876 -17%
PA
472
PFG Advisors
Arizona
$376K +$125K +1,441 +50%
PCM
473
Piedmont Capital Management
Montana
$372K – – –
OSNBOA
474
Old Second National Bank of Aurora
Illinois
$369K -$17.1K -197 -4%
ETIA
475
Epic Trust Investment Advisors
Washington
$367K -$18.2K -210 -5%
17 18
19
20 21