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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

374 hedge funds and large institutions have $4.25B invested in VanEck Morningstar Wide Moat ETF in 2022 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 159 increasing their positions, 122 reducing their positions, and 24 closing their positions.

Holders
374
Holders Change
+24
Holders Change %
+6.86%
% of All Funds
6.03%
Holding in Top 10
50
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+16.28%
% of All Funds
0.81%
New
56
Increased
159
Reduced
122
Closed
24
Calls
$29.9M
Puts
$247K
Net Calls
+$29.7M
Net Calls Change
+$29.4M

Top Buyers

1
TWM
1
Tanager Wealth Management
United Kingdom
$18.3M
2
Cerity Partners
2
Cerity Partners
New York
$19.2M
3
RJA
3
Raymond James & Associates
Florida
$135M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$42.7M
5
SFBLI
5
Southern Farm Bureau Life Insurance
Mississippi
$40.7M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$143M
2
OIA
2
OneDigital Investment Advisors
Kansas
$80M
3
AWA
3
Arete Wealth Advisors
Illinois
$1.01B
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$160M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$22.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
26
Cahill Financial Advisors
Minnesota
$27.1M +$4.05M +62,380 +18%
BCM
27
Brookstone Capital Management
Illinois
$26.1M -$114K -1,709 -0.4%
LS
28
Leelyn Smith
Illinois
$24.4M +$2.87M +44,208 +13%
BFS
29
Bard Financial Services
Connecticut
$23.8M -$176K -2,707 -0.7%
Mirae Asset Global Investments
30
Mirae Asset Global Investments
South Korea
$23.8M +$5.34M +82,000 +29%
FMN
31
Financial Management Network
California
$23.8M +$1.11M +16,690 +5%
RCG
32
Regatta Capital Group
California
$23.8M +$5.63M +86,810 +31%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$23.7M +$3.38M +52,032 +17%
Carson Wealth (CWM LLC)
34
Carson Wealth (CWM LLC)
Nebraska
$22.8M -$5.3M -81,633 -19%
Thrivent Financial for Lutherans
35
Thrivent Financial for Lutherans
Minnesota
$22.5M -$17.9M -275,887 -44%
AWM
36
Activest Wealth Management
Florida
$21.9M -$1.34M -20,635 -6%
Stifel Financial
37
Stifel Financial
Missouri
$21.5M -$355K -5,475 -2%
QA
38
Quantitative Advantage
Minnesota
$21.1M -$452K -6,963 -2%
PS
39
Planned Solutions
California
$19.8M +$46.7K +719 +0.2%
HighTower Advisors
40
HighTower Advisors
Illinois
$19.3M +$2.98M +45,919 +18%
Cerity Partners
41
Cerity Partners
New York
$19.2M +$13.7M +210,886 +248%
WP
42
WealthPLAN Partners
Nebraska
$18.9M +$18.9M +255,799 New
BAM
43
Beaumont Asset Management
Texas
$18.8M -$1.07M -16,467 -5%
WIM
44
WealthPlan Investment Management
Nebraska
$18.8M -$306K -4,160 -2%
TWM
45
Tanager Wealth Management
United Kingdom
$18.3M +$16.8M +259,245 +1,133%
WMWM
46
Whitaker-Myers Wealth Managers
Ohio
$18.3M +$18.3M +282,007 New
CI
47
Ceera Investments
Texas
$18.3M +$762K +11,734 +4%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$17.5M +$70.9K +1,092 +0.4%
GCM
49
G2 Capital Management
Ohio
$17.5M -$748K -11,527 -4%
PAWA
50
Palo Alto Wealth Advisors
California
$16.9M +$16.9M +259,723 New
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