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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 %
MCC
451
Money Concepts Capital
Florida
$557K -$13K -134 -2%
LC
452
Landaas & Company
Wisconsin
$552K – – –
VCM
453
Vision Capital Management
Oregon
$543K -$3.2K -33 -0.6%
PHS
454
Pekin Hardy Strauss
Illinois
$538K +$55.7K +575 +12%
GAM
455
Gotham Asset Management
New York
$534K +$534K +5,509 New
DFA
456
DHJJ Financial Advisors
Illinois
$533K -$185K -1,913 -26%
AIA
457
Accelerate Investment Advisors
California
$526K +$526K +5,429 New
MGIA
458
Moneta Group Investment Advisors
Missouri
$525K +$525K +5,413 New
PIA
459
Perennial Investment Advisors
California
$520K +$49.5K +511 +11%
IWC
460
Integrated Wealth Concepts
Massachusetts
$513K +$20.1K +207 +4%
NIWA
461
New Insight Wealth Advisors
California
$513K – – –
KA
462
Kovack Advisors
Florida
$511K +$485 +5 +0.1%
NFSG
463
Newbridge Financial Services Group
Florida
$504K -$260K -2,685 -34%
ADL
464
Asset Dedication LLC
California
$503K – – –
Prudential Financial
465
Prudential Financial
New Jersey
$502K -$495K -5,108 -50%
FC
466
Fairscale Capital
New Hampshire
$496K -$16.8K -173 -3%
DA
467
Dash Acquisitions
California
$495K – – –
QEI
468
QSV Equity Investors
Illinois
$495K – – –
Bank of Montreal
469
Bank of Montreal
Ontario, Canada
$491K +$9.69K +100 +2%
SL
470
SWMG LLC
Texas
$485K +$16.3K +167 +3%
IF
471
Intrua Financial
Texas
$477K -$89.7K -925 -16%
GC
472
Gilbert & Cook
Iowa
$470K -$207K -2,130 -31%
MWM
473
Merriman Wealth Management
Washington
$460K – – –
BWM
474
Blossom Wealth Management
California
$458K +$23.2K +239 +5%
STCOSD
475
Sageworth Trust Company of South Dakota
South Dakota
$454K – – –
17 18
19
20 21