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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

457 hedge funds and large institutions have $5.28B invested in VanEck Morningstar Wide Moat ETF in 2023 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 207 increasing their positions, 95 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
457
Holders Change
+79
Holders Change %
+20.9%
% of All Funds
7.21%
Holding in Top 10
67
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+21.82%
% of All Funds
1.06%
New
101
Increased
207
Reduced
95
Closed
16
Calls
$14.4M
Puts
$2.68M
Net Calls
+$11.8M
Net Calls Change
-$73M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$406M
2
Bank of America
2
Bank of America
North Carolina
$489M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$103M
4
Morgan Stanley
4
Morgan Stanley
New York
$450M
5
OWP
5
Obermeyer Wealth Partners
Colorado
$45.8M

Top Sellers

1
AWM
1
Activest Wealth Management
Florida
$0
2
PP
2
Prudential plc
United Kingdom
$56.8M
3
OIA
3
OneDigital Investment Advisors
Kansas
$80.2M
4
CWM
4
Cornerstone Wealth Management
Missouri
$835K
5
WP
5
WealthPLAN Partners
Nebraska
$11.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
26
First Foundation Advisors
California
$40.3M +$3.05M +38,224 +8%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$39.4M +$16.9M +211,739 +75%
BCM
28
Brookstone Capital Management
Illinois
$39.1M +$5.31M +67,647 +16%
PAG
29
Private Advisor Group
New Jersey
$38.9M +$2.82M +35,161 +8%
CFA
30
Cahill Financial Advisors
Minnesota
$38.1M +$2.71M +33,941 +8%
AF
31
Apexium Financial
Texas
$37.3M +$1.68M +21,035 +5%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$33.6M +$12M +150,189 +56%
FMN
33
Financial Management Network
California
$32.8M +$2.12M +26,543 +7%
LS
34
Leelyn Smith
Illinois
$32.5M +$888K +11,131 +3%
Mirae Asset Global Investments
35
Mirae Asset Global Investments
South Korea
$31.8M – – –
RCG
36
Regatta Capital Group
California
$30.6M +$1.39M +17,374 +5%
AFG
37
Affinia Financial Group
Massachusetts
$30M -$334K -4,084 -1%
WMWM
38
Whitaker-Myers Wealth Managers
Ohio
$30M +$2.83M +35,503 +10%
Stifel Financial
39
Stifel Financial
Missouri
$29.7M +$2.23M +27,986 +8%
PCM
40
Piedmont Capital Management
Montana
$29.6M +$5.94M +74,384 +25%
BFS
41
Bard Financial Services
Connecticut
$28.1M -$208K -2,610 -0.7%
OCM
42
One Capital Management
California
$28M +$27.6M +346,331 +7,683%
GCM
43
G2 Capital Management
Ohio
$26.9M +$420K +5,269 +2%
TWM
44
Tanager Wealth Management
United Kingdom
$26.6M +$1.05M +13,113 +4%
SMG
45
Smart Money Group
Texas
$26.5M +$13.1M +163,928 +97%
CAPTRUST Financial Advisors
46
CAPTRUST Financial Advisors
North Carolina
$26.4M +$25.4M +318,653 +2,496%
CI
47
Ceera Investments
Texas
$25.9M +$1.61M +20,205 +7%
HighTower Advisors
48
HighTower Advisors
Illinois
$25.8M +$544K +6,817 +2%
Cerity Partners
49
Cerity Partners
New York
$25.4M +$337K +4,227 +1%
PS
50
Planned Solutions
California
$23.3M +$416K +5,211 +2%
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