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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

654 hedge funds and large institutions have $8.36B invested in VanEck Morningstar Wide Moat ETF in 2024 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 270 increasing their positions, 210 reducing their positions, and 42 closing their positions.

Holders
654
Holders Change
+22
Holders Change %
+3.48%
% of All Funds
9.51%
Holding in Top 10
93
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.13%
% of All Funds
1.35%
New
74
Increased
270
Reduced
210
Closed
42
Calls
$2.56M
Puts
$468K
Net Calls
+$2.09M
Net Calls Change
+$172K

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$82M
2
BCM
2
Brookstone Capital Management
Illinois
$88.5M
3
AAS
3
Avantax Advisory Services
Texas
$29.5M
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$19.6M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$17.6M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$65.3M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$89.9M
3
DCM
3
Davidson Capital Management
Texas
$20.2M
4
Bank of America
4
Bank of America
North Carolina
$740M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$3.57M
Name Market Value Shares Shares
Change 		Shares
Change %
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$61.8M 713,441 +57,979 +9%
MIS
27
Morningstar Investment Services
Illinois
$61.4M 706,356 -17,585 -2%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$61.1M 705,796 -139,656 -17%
Wealth Enhancement Advisory Services
29
Wealth Enhancement Advisory Services
Minnesota
$60.4M 697,173 -2,036 -0.3%
ERFOTCOFW
30
Employees Retirement Fund of the City of Fort Worth
Texas
$57.3M 661,874 -86,690 -12%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$51.5M 594,522 +11,389 +2%
VCM
32
Verde Capital Management
Michigan
$51.1M 590,344 +21,692 +4%
SWA
33
SFMG Wealth Advisors
Texas
$50.1M 578,027 -470 -0.1%
OCBCO
34
Oversea-Chinese Banking Corp (OCBC)
Singapore
$49.4M 570,875 -24,164 -4%
KLI
35
Kelman-Lazarov Inc
Tennessee
$46.9M 541,411 -3,599 -0.7%
AF
36
Apexium Financial
Texas
$44.8M 517,465 +13,275 +3%
WMWM
37
Whitaker-Myers Wealth Managers
Ohio
$44.3M 511,853 +24,415 +5%
CFA
38
Cahill Financial Advisors
Minnesota
$42.9M 495,216 -46,977 -9%
TI
39
TTP Investments
California
$40.9M 472,034 +64,615 +16%
FMN
40
Financial Management Network
California
$40.9M 472,494 +20,024 +4%
FIBT
41
First International Bank & Trust
North Dakota
$40.4M 466,038 +3,308 +0.7%
RCG
42
Regatta Capital Group
California
$39.7M 458,451 +13,566 +3%
CI
43
Ceera Investments
Texas
$39.3M 453,767 +46,484 +11%
TWM
44
Tanager Wealth Management
United Kingdom
$38.4M 443,101 +22,810 +5%
LS
45
Leelyn Smith
Illinois
$38.1M 440,043 -304 -0.1%
Stifel Financial
46
Stifel Financial
Missouri
$37.9M 437,120 -12,404 -3%
Mirae Asset Global Investments
47
Mirae Asset Global Investments
South Korea
$37M 426,000 – –
SI
48
Stephens Inc
Arkansas
$34.5M 398,825 +27,604 +7%
SFA
49
Sequoia Financial Advisors
Ohio
$34M 392,000 +11,843 +3%
HG
50
Harbor Group
New Hampshire
$31.3M 361,079 +7,918 +2%
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