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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

255 hedge funds and large institutions have $1.85B invested in VanEck Morningstar Wide Moat ETF in 2020 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 97 increasing their positions, 72 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
255
Holders Change
+29
Holders Change %
+12.83%
% of All Funds
4.52%
Holding in Top 10
24
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+26.32%
% of All Funds
0.43%
New
49
Increased
97
Reduced
72
Closed
16
Calls
$2.73M
Puts
$440K
Net Calls
+$2.29M
Net Calls Change
+$426K

Top Buyers

1
OIA
1
OneDigital Investment Advisors
Kansas
$87.6M
2
Ameriprise
2
Ameriprise
Minnesota
$58M
3
FSA
3
Financial Services Advisory
Maryland
$15.5M
4
Bank of America
4
Bank of America
North Carolina
$272M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$101M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$2.9M
2
KA
2
Kovack Advisors
Florida
$0
3
CWG
3
Cornerstone Wealth Group
North Carolina
$19.3M
4
Truist Financial
4
Truist Financial
North Carolina
$13.5M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BFS
26
Bard Financial Services
Connecticut
$13.8M +$13.8M +222,233 New
Truist Financial
27
Truist Financial
North Carolina
$13.5M -$5.37M -86,607 -29%
AFG
28
Affinia Financial Group
Massachusetts
$12.4M +$202K +3,260 +2%
CAN
29
Cetera Advisor Networks
California
$12.2M +$522K +8,425 +4%
MML Investors Services
30
MML Investors Services
Massachusetts
$12.1M -$58.6K -945 -0.5%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$11.9M +$215K +3,474 +2%
DC
32
Davenport & Co
Virginia
$11.2M -$175K -2,816 -2%
CCM
33
Covington Capital Management
California
$10.6M +$366K +5,906 +4%
UFA
34
US Financial Advisors
Massachusetts
$10.6M +$10.6M +170,696 New
CFA
35
Cahill Financial Advisors
Minnesota
$10.5M +$509K +8,213 +5%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$10.3M -$45.3K -731 -0.4%
AOG
37
Alpha Omega Group
Virginia
$10.1M +$10.1M +162,718 New
MAFM
38
Mid Atlantic Financial Management
Pennsylvania
$9.59M +$4.21M +67,879 +78%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$8.74M +$23.4K +378 +0.3%
ZIG
40
Zurich Insurance Group
Switzerland
$8.5M +$917K +14,338 +12%
VWA
41
Visionary Wealth Advisors
Illinois
$8.25M +$371K +5,980 +5%
BCM
42
Brookstone Capital Management
Illinois
$8.24M +$4.62M +74,443 +127%
Qube Research & Technologies (QRT)
43
Qube Research & Technologies (QRT)
United Kingdom
$8.04M -$2.96M -47,743 -27%
SWA
44
SFMG Wealth Advisors
Texas
$7.98M -$97.8K -1,578 -1%
SI
45
Stephens Inc
Arkansas
$7.91M +$491K +7,918 +7%
DAS
46
Dynamic Advisor Solutions
Arizona
$7.82M +$4.32M +69,700 +124%
AA
47
Apriem Advisors
California
$7.77M -$1.26M -20,250 -14%
JPMorgan Chase & Co
48
JPMorgan Chase & Co
New York
$7.55M +$487K +7,851 +7%
IF
49
IRON Financial
Illinois
$7.3M +$80K +1,291 +1%
AWE
50
Avidian Wealth Enterprises
Texas
$7.01M +$418K +6,740 +6%
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