MOAT icon

VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

346 hedge funds and large institutions have $3.43B invested in VanEck Morningstar Wide Moat ETF in 2022 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 151 increasing their positions, 109 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
-3
Holders Change %
-0.86%
% of All Funds
5.48%
Holding in Top 10
48
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.35%
% of All Funds
0.76%
New
36
Increased
151
Reduced
109
Closed
33
Calls
$224K
Puts
$560K
Net Calls
-$336K
Net Calls Change
+$129K

Top Buyers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$40.5M
2
GM
2
GeoWealth Management
Illinois
$28.7M
3
PI
3
PFS Investments
Georgia
$17.2M
4
Morgan Stanley
4
Morgan Stanley
New York
$360M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$43.8M

Top Sellers

1
BlackRock
1
BlackRock
New York
$0
2
FFC
2
Fure Financial Corporation
Minnesota
$0
3
FSA
3
Financial Services Advisory
Maryland
$9.03M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$1.69M
5
FSA
5
Financial Sense Advisors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FMN
26
Financial Management Network
California
$22.7M +$465K +6,139 +2%
WP
27
WealthPLAN Partners
Nebraska
$22.5M -$2.25M -32,664 -9%
WIM
28
WealthPlan Investment Management
Nebraska
$22.5M +$22.5M +326,330 New
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$22.4M -$3.39M -45,347 -13%
PS
30
Planned Solutions
California
$21.7M +$354K +4,739 +2%
GCM
31
G2 Capital Management
Ohio
$21.7M +$293K +3,925 +1%
CFA
32
Cahill Financial Advisors
Minnesota
$21.4M +$2.74M +36,699 +15%
AFG
33
Affinia Financial Group
Massachusetts
$21M +$392K +5,299 +2%
BAM
34
Beaumont Asset Management
Texas
$20.8M +$1.82M +24,429 +10%
SAF
35
Smith Anglin Financial
Texas
$20.3M -$7.52M -100,653 -27%
HighTower Advisors
36
HighTower Advisors
Illinois
$20M +$2.84M +37,989 +17%
RCG
37
Regatta Capital Group
California
$19.8M -$5.95M -79,641 -23%
Mirae Asset Global Investments
38
Mirae Asset Global Investments
South Korea
$19M +$3.36M +45,000 +22%
CI
39
Ceera Investments
Texas
$17.7M -$336K -4,497 -2%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$17.5M +$920K +12,314 +6%
AIP
41
Almanack Investment Partners
Pennsylvania
$17.5M +$1M +13,448 +6%
PI
42
PFS Investments
Georgia
$17.2M +$17.2M +230,093 New
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$16.6M -$2.6M -34,759 -14%
FFA
44
First Foundation Advisors
California
$16.2M +$1.84M +24,694 +13%
LFAS
45
Level Four Advisory Services
Texas
$15.8M -$466K -6,240 -3%
PAG
46
Private Advisor Group
New Jersey
$15.8M +$1.53M +20,419 +11%
CCM
47
Covington Capital Management
California
$15.2M +$517K +6,920 +4%
Stifel Financial
48
Stifel Financial
Missouri
$14.7M +$2.61M +34,989 +22%
Wealth Enhancement Advisory Services
49
Wealth Enhancement Advisory Services
Minnesota
$13.4M +$86.3K +1,140 +0.6%
DC
50
Davenport & Co
Virginia
$13.2M -$707K -9,468 -5%
1
2
3 4 5