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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
8.27%
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
Morgan Stanley
New York
$514M
2
Bank of America
Bank of America
North Carolina
$540M
3
Osaic Holdings
Osaic Holdings
Arizona
$132M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$146M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$45.6M

Top Sellers

1
SC
Soundwatch Capital
Connecticut
$474K
2
EWA
EP Wealth Advisors
California
$653K
3
RJFSA
Raymond James Financial Services Advisors
Florida
$155M
4
PP
Prudential plc
United Kingdom
$489K
5
PCM
Piedmont Capital Management
Montana
$5.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
IF
476
Integrity Financial
Wyoming
$38.8K +$38.8K +512 New
Fifth Third Bancorp
477
Fifth Third Bancorp
Ohio
$37.9K – – –
RFA
478
Register Financial Advisors
Georgia
$37.6K +$37.6K +496 New
DAC
479
Dividend Assets Capital
South Carolina
$37K +$37K +489 New
YDMI
480
Y.D. More Investments
Israel
$34.1K -$6.6K -87 -16%
AA
481
Addison Advisors
Vermont
$30.7K +$30.7K +405 New
SSB
482
Sandy Spring Bank
Maryland
$27.3K – – –
CPG
483
Cornerstone Planning Group
New Jersey
$25.3K -$6.75K -89 -21%
PMFA
484
Plante Moran Financial Advisors
Michigan
$24.4K – – –
PK
485
Pflug Koory
Nebraska
$23.4K – – –
FPB
486
First PREMIER Bank
South Dakota
$23K +$23K +300 New
CFGS
487
Concourse Financial Group Securities
Alabama
$21.5K +$1.06K +14 +5%
MA
488
MCF Advisors
Kentucky
$21.1K +$21.1K +278 New
BCM
489
Basso Capital Management
Connecticut
$20.5K – – –
CIA
490
Cape Investment Advisory
Georgia
$18.4K -$76 -1 -0.4%
TFGT
491
TS Financial Group (TSFG)
Illinois
$17K – – –
CTWM
492
Cherry Tree Wealth Management
Minnesota
$15.9K -$9.48K -125 -37%
PFP
493
Pinnacle Financial Partners
Tennessee
$15.6K – – –
HCM
494
Hollencrest Capital Management
California
$15.2K – – –
NIC
495
Northwest Investment Counselors
Oregon
$15.2K +$15.2K +200 New
AAP
496
Arax Advisory Partners
Colorado
$15K +$15K +198 New
JWA
497
JFS Wealth Advisors
Pennsylvania
$13.9K +$13.9K +183 New
FP
498
Financial Perspectives
Minnesota
$11.4K – – –
AssetMark Inc
499
AssetMark Inc
California
$7.96K +$6.83K +90 +600%
TC
500
Trust Company
Kansas
$6.67K – – –
18 19
20
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