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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

378 hedge funds and large institutions have $3.82B invested in VanEck Morningstar Wide Moat ETF in 2023 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 146 increasing their positions, 129 reducing their positions, and 31 closing their positions.

Holders
378
Holders Change
+4
Holders Change %
+1.07%
% of All Funds
6.05%
Holding in Top 10
55
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+10%
% of All Funds
0.88%
New
44
Increased
146
Reduced
129
Closed
31
Calls
$85M
Puts
$244K
Net Calls
+$84.8M
Net Calls Change
+$55.1M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$281M
2
Morgan Stanley
2
Morgan Stanley
New York
$362M
3
PCM
3
Piedmont Capital Management
Montana
$21.8M
4
PP
4
Prudential plc
United Kingdom
$65.1M
5
SFBLI
5
Southern Farm Bureau Life Insurance
Mississippi
$57.8M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$379M
2
WIM
2
WealthPlan Investment Management
Nebraska
$6.41M
3
FSA
3
Financial Sense Advisors
California
$0
4
RJA
4
Raymond James & Associates
Florida
$142M
5
AWM
5
Activest Wealth Management
Florida
$14.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mirae Asset Global Investments
26
Mirae Asset Global Investments
South Korea
$29.3M +$2.49M +34,000 +9%
LS
27
Leelyn Smith
Illinois
$29.3M +$1.54M +20,876 +6%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$29.2M +$2.31M +31,329 +9%
Carson Wealth (CWM LLC)
29
Carson Wealth (CWM LLC)
Nebraska
$28.6M +$2.65M +35,937 +10%
FMN
30
Financial Management Network
California
$28.1M +$1.84M +25,172 +7%
AFG
31
Affinia Financial Group
Massachusetts
$27.4M -$3.15M -42,744 -10%
BFS
32
Bard Financial Services
Connecticut
$26.2M -$931K -12,608 -3%
Stifel Financial
33
Stifel Financial
Missouri
$25.4M +$909K +12,314 +4%
WMWM
34
Whitaker-Myers Wealth Managers
Ohio
$25.1M +$4.31M +58,317 +21%
GCM
35
G2 Capital Management
Ohio
$24.5M +$4.63M +62,747 +23%
RCG
36
Regatta Capital Group
California
$23.8M – – –
TWM
37
Tanager Wealth Management
United Kingdom
$23.7M +$2.83M +38,306 +14%
HighTower Advisors
38
HighTower Advisors
Illinois
$23.4M +$1.39M +18,860 +6%
QA
39
Quantitative Advantage
Minnesota
$23.3M -$741K -10,030 -3%
Cerity Partners
40
Cerity Partners
New York
$23.2M +$1.37M +18,524 +6%
Thrivent Financial for Lutherans
41
Thrivent Financial for Lutherans
Minnesota
$23.1M -$2.54M -34,420 -10%
CI
42
Ceera Investments
Texas
$22.5M +$1.74M +23,542 +8%
PCM
43
Piedmont Capital Management
Montana
$21.8M +$21.8M +296,318 New
PS
44
Planned Solutions
California
$21.1M -$1.32M -17,934 -6%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$20.8M +$883K +11,955 +4%
PAWA
46
Palo Alto Wealth Advisors
California
$20.3M +$1.08M +14,661 +6%
SAM
47
Summit Asset Management
Tennessee
$20.2M +$1.31M +17,743 +7%
BAM
48
Beaumont Asset Management
Texas
$20.1M -$1.32M -17,902 -6%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$20M +$2.17M +29,371 +12%
SAF
50
Smith Anglin Financial
Texas
$17.6M -$326K -4,421 -2%
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