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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

279 hedge funds and large institutions have $2.37B invested in VanEck Morningstar Wide Moat ETF in 2021 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 120 increasing their positions, 66 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
279
Holders Change
+24
Holders Change %
+9.41%
% of All Funds
4.91%
Holding in Top 10
29
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+20.83%
% of All Funds
0.51%
New
42
Increased
120
Reduced
66
Closed
16
Calls
$374K
Puts
$1.13M
Net Calls
-$755K
Net Calls Change
-$3.04M

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$57.4M
2
LPL Financial
2
LPL Financial
California
$117M
3
Morgan Stanley
3
Morgan Stanley
New York
$279M
4
QA
4
Quantitative Advantage
Minnesota
$21.7M
5
Bank of America
5
Bank of America
North Carolina
$322M

Top Sellers

1
CWG
1
Cornerstone Wealth Group
North Carolina
$3.27M
2
AWE
2
Avidian Wealth Enterprises
Texas
$0
3
FI
3
FormulaFolio Investments
Michigan
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$13M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$3.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
26
Mainstay Capital Management
Michigan
$17.8M +$17.8M +256,748 New
FSA
27
Financial Services Advisory
Maryland
$17.3M -$77.5K -1,118 -0.4%
BAM
28
Beaumont Asset Management
Texas
$16.4M -$302K -4,364 -2%
TC
29
Trilogy Capital
California
$15.9M +$15.9M +229,125 New
CAN
30
Cetera Advisor Networks
California
$14.3M +$625K +9,021 +5%
MML Investors Services
31
MML Investors Services
Massachusetts
$13.7M +$135K +1,947 +1%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$13.6M +$2.17M +31,372 +19%
UFA
33
US Financial Advisors
Massachusetts
$13.3M +$1.49M +21,517 +13%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$13M -$6.56M -94,687 -34%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$12.7M -$630K -9,095 -5%
DC
36
Davenport & Co
Virginia
$12.6M +$13.4K +193 +0.1%
CCM
37
Covington Capital Management
California
$12.5M +$566K +8,163 +5%
CI
38
Ceera Investments
Texas
$12.4M +$12.4M +178,839 New
CFA
39
Cahill Financial Advisors
Minnesota
$12.1M +$336K +4,852 +3%
BCM
40
Brookstone Capital Management
Illinois
$12M +$2.8M +40,455 +30%
MAFM
41
Mid Atlantic Financial Management
Pennsylvania
$11.5M +$816K +11,781 +8%
DAS
42
Dynamic Advisor Solutions
Arizona
$11.2M +$2.49M +35,880 +28%
AOG
43
Alpha Omega Group
Virginia
$11M -$288K -4,154 -3%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$10.2M +$388K +5,601 +4%
AA
45
Apriem Advisors
California
$9.72M +$1.04M +14,945 +12%
ZIG
46
Zurich Insurance Group
Switzerland
$9.64M +$39K +540 +0.4%
SI
47
Stephens Inc
Arkansas
$9.27M +$434K +6,258 +5%
JPMorgan Chase & Co
48
JPMorgan Chase & Co
New York
$9.25M +$809K +11,675 +10%
Truist Financial
49
Truist Financial
North Carolina
$9.24M -$5.8M -83,703 -39%
SWA
50
SFMG Wealth Advisors
Texas
$8.98M +$65.8K +950 +0.7%
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