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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

616 hedge funds and large institutions have $8.35B invested in VanEck Morningstar Wide Moat ETF in 2023 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 292 increasing their positions, 132 reducing their positions, and 30 closing their positions.

Holders
616
Holders Change
+97
Holders Change %
+18.69%
% of All Funds
9.03%
Holding in Top 10
95
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+14.46%
% of All Funds
1.39%
New
131
Increased
292
Reduced
132
Closed
30
Calls
$3.24M
Puts
$501K
Net Calls
+$2.74M
Net Calls Change
+$1.85M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.31B
2
MFIM
2
Mesirow Financial Investment Management
Illinois
$191M
3
LPL Financial
3
LPL Financial
California
$593M
4
Bank of America
4
Bank of America
North Carolina
$720M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$245M

Top Sellers

1
TI
1
TTP Investments
California
$30M
2
OCM
2
One Capital Management
California
$279K
3
SIS
3
Strategic Investment Solutions
Illinois
$919K
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$146M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$131M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
26
Brookstone Capital Management
Illinois
$54M +$6.7M +78,906 +14%
HighTower Advisors
27
HighTower Advisors
Illinois
$51.2M +$19.7M +232,568 +63%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$50.8M -$230K -2,708 -0.5%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$50.4M +$14.6M +171,982 +41%
SWA
30
SFMG Wealth Advisors
Texas
$50.2M +$185K +2,185 +0.4%
OCBCO
31
Oversea-Chinese Banking Corp (OCBC)
Singapore
$49.8M -$5.83M -68,664 -10%
VCM
32
Verde Capital Management
Michigan
$48.3M -$3.94M -46,467 -8%
PAG
33
Private Advisor Group
New Jersey
$48M -$2.78M -32,731 -5%
PP
34
Prudential plc
United Kingdom
$47.5M +$46.9M +553,070 +8,571%
KLI
35
Kelman-Lazarov Inc
Tennessee
$46M -$370K -4,364 -0.8%
CFA
36
Cahill Financial Advisors
Minnesota
$44.2M +$2.63M +30,981 +6%
AF
37
Apexium Financial
Texas
$41.7M +$1.18M +13,951 +3%
WMWM
38
Whitaker-Myers Wealth Managers
Ohio
$39.5M +$3.42M +40,337 +9%
FMN
39
Financial Management Network
California
$37.1M +$1.74M +21,015 +5%
RCG
40
Regatta Capital Group
California
$36.7M +$2.91M +34,320 +9%
LS
41
Leelyn Smith
Illinois
$36.3M +$1.52M +17,955 +4%
Mirae Asset Global Investments
42
Mirae Asset Global Investments
South Korea
$36.2M -$170K -2,000 -0.5%
Stifel Financial
43
Stifel Financial
Missouri
$35.7M -$484K -5,708 -1%
TWM
44
Tanager Wealth Management
United Kingdom
$33.5M +$1.43M +16,901 +4%
CAN
45
Cetera Advisor Networks
California
$32.2M +$4.78M +56,363 +17%
SFA
46
Sequoia Financial Advisors
Ohio
$32.1M +$30.3M +357,481 +1,689%
CI
47
Ceera Investments
Texas
$31.6M +$1.84M +21,654 +6%
LFAS
48
Level Four Advisory Services
Texas
$30.4M +$2.13M +25,057 +8%
TI
49
TTP Investments
California
$30M -$33.3M -392,871 -53%
SI
50
Stephens Inc
Arkansas
$29.7M +$8.33M +98,139 +39%
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