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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

519 hedge funds and large institutions have $5.8B invested in VanEck Morningstar Wide Moat ETF in 2023 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 255 increasing their positions, 109 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
519
Holders Change
+62
Holders Change %
+13.57%
% of All Funds
8.28%
Holding in Top 10
83
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+23.88%
% of All Funds
1.32%
New
94
Increased
255
Reduced
109
Closed
26
Calls
$1.8M
Puts
$910K
Net Calls
+$887K
Net Calls Change
-$10.9M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$514M
2
Bank of America
2
Bank of America
North Carolina
$540M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$132M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$146M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$45.6M

Top Sellers

1
SC
1
Soundwatch Capital
Connecticut
$474K
2
EWA
2
EP Wealth Advisors
California
$653K
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$155M
4
PP
4
Prudential plc
United Kingdom
$489K
5
PCM
5
Piedmont Capital Management
Montana
$5.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
26
First Foundation Advisors
California
$45.8M +$7.54M +99,427 +20%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$45.6M +$45.6M +601,281 New
PAG
28
Private Advisor Group
New Jersey
$45.4M +$8.68M +114,412 +24%
SWA
29
SFMG Wealth Advisors
Texas
$44.7M +$657K +8,663 +1%
BCM
30
Brookstone Capital Management
Illinois
$41.5M +$4.46M +59,940 +12%
KLI
31
Kelman-Lazarov Inc
Tennessee
$41.4M +$417K +5,500 +1%
CFA
32
Cahill Financial Advisors
Minnesota
$37.2M +$986K +13,002 +3%
AF
33
Apexium Financial
Texas
$36.2M +$681K +8,985 +2%
Wealth Enhancement Advisory Services
34
Wealth Enhancement Advisory Services
Minnesota
$35.8M +$35.8M +472,587 New
Stifel Financial
35
Stifel Financial
Missouri
$32.3M +$4.08M +53,789 +14%
Mirae Asset Global Investments
36
Mirae Asset Global Investments
South Korea
$32.3M +$2.11M +28,000 +7%
WMWM
37
Whitaker-Myers Wealth Managers
Ohio
$32.2M +$3.7M +48,796 +13%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$32M +$78.7K +1,038 +0.2%
FMN
39
Financial Management Network
California
$31.8M +$1.13M +15,228 +4%
LS
40
Leelyn Smith
Illinois
$31.1M +$183K +2,414 +0.6%
RCG
41
Regatta Capital Group
California
$30.2M +$1.15M +15,109 +4%
TWM
42
Tanager Wealth Management
United Kingdom
$28.6M +$3.34M +44,051 +13%
HighTower Advisors
43
HighTower Advisors
Illinois
$28.1M +$3.57M +47,157 +15%
SMG
44
Smart Money Group
Texas
$27M +$1.76M +23,153 +7%
CI
45
Ceera Investments
Texas
$26.6M +$1.92M +25,264 +8%
GCM
46
G2 Capital Management
Ohio
$25.7M +$108K +1,422 +0.4%
CAPTRUST Financial Advisors
47
CAPTRUST Financial Advisors
North Carolina
$25.5M +$346K +4,567 +1%
LFAS
48
Level Four Advisory Services
Texas
$25.3M +$4.45M +58,707 +21%
SIS
49
Strategic Investment Solutions
Illinois
$25.1M +$24.8M +311,212 +7,609%
GWM
50
Geneos Wealth Management
Colorado
$24.7M +$4.82M +63,527 +24%
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