MOAT icon

VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

632 hedge funds and large institutions have $8.88B invested in VanEck Morningstar Wide Moat ETF in 2024 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 313 increasing their positions, 160 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
632
Holders Change
+16
Holders Change %
+2.6%
% of All Funds
9.16%
Holding in Top 10
96
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.05%
% of All Funds
1.39%
New
75
Increased
313
Reduced
160
Closed
50
Calls
$3.96M
Puts
$2.04M
Net Calls
+$1.92M
Net Calls Change
-$826K

Top Buyers

1
MIS
1
Morningstar Investment Services
Illinois
$64.7M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$58.9M
3
FFA
3
First Foundation Advisors
California
$91.6M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$292M
5
Bank of America
5
Bank of America
North Carolina
$794M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$782M
2
PP
2
Prudential plc
United Kingdom
$2.48M
3
GM
3
GeoWealth Management
Illinois
$218K
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$138M
5
AWM
5
AE Wealth Management
Kansas
$428K
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
26
Brookstone Capital Management
Illinois
$63.1M +$5.81M +64,633 +10%
Wealth Enhancement Advisory Services
27
Wealth Enhancement Advisory Services
Minnesota
$62.9M +$1.53M +17,057 +3%
DCM
28
Davidson Capital Management
Texas
$61.8M +$277K +3,083 +0.5%
HighTower Advisors
29
HighTower Advisors
Illinois
$61.3M +$7.07M +78,638 +13%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$58.9M +$51.3M +570,901 +675%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$57.9M +$4.58M +50,953 +9%
OCBCO
32
Oversea-Chinese Banking Corp (OCBC)
Singapore
$53.5M +$736K +8,189 +1%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$52.4M -$1.39M -15,440 -3%
SWA
34
SFMG Wealth Advisors
Texas
$52M -$1.18M -13,180 -2%
VCM
35
Verde Capital Management
Michigan
$51.1M -$79.8K -888 -0.2%
KLI
36
Kelman-Lazarov Inc
Tennessee
$49M +$318K +3,533 +0.7%
CFA
37
Cahill Financial Advisors
Minnesota
$48.7M +$1.9M +21,096 +4%
AF
38
Apexium Financial
Texas
$45.3M +$1.19M +13,245 +3%
CAN
39
Cetera Advisor Networks
California
$44.9M +$10.7M +119,302 +31%
WMWM
40
Whitaker-Myers Wealth Managers
Ohio
$43.8M +$2.02M +22,478 +5%
FIBT
41
First International Bank & Trust
North Dakota
$41.6M +$12.5M +138,577 +43%
Stifel Financial
42
Stifel Financial
Missouri
$40.4M +$2.62M +29,196 +7%
RCG
43
Regatta Capital Group
California
$40M +$1.08M +11,982 +3%
LS
44
Leelyn Smith
Illinois
$39.6M +$1.11M +12,297 +3%
FMN
45
Financial Management Network
California
$39.5M +$470K +5,388 +1%
Mirae Asset Global Investments
46
Mirae Asset Global Investments
South Korea
$38.3M – – –
TWM
47
Tanager Wealth Management
United Kingdom
$37.8M +$2.32M +25,800 +7%
TI
48
TTP Investments
California
$36.6M +$4.87M +54,134 +15%
CI
49
Ceera Investments
Texas
$36.6M +$3.19M +35,443 +10%
SFA
50
Sequoia Financial Advisors
Ohio
$34.2M +$135K +1,505 +0.4%
1
2
3 4 5