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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.

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

Top Sellers

1
TI
TTP Investments
California
$30M
2
OCM
One Capital Management
California
$279K
3
SIS
Strategic Investment Solutions
Illinois
$919K
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$146M
5
Osaic Holdings
Osaic Holdings
Arizona
$131M
Name Holding Trade Value Shares
Change 		Shares
Change %
OCM
476
One Capital Management
California
$279K -$26.9M -316,654 -99%
ESB
477
Essex Savings Bank
Connecticut
$277K -$2.04K -24 -0.7%
VPP
478
Vertex Planning Partners
Illinois
$272K -$3.14K -37 -1%
XF
479
XML Financial
Maryland
$269K +$269K +3,170 New
KA
480
Kovack Advisors
Florida
$264K -$1.37M -16,094 -84%
FWP
481
FAS Wealth Partners
Kansas
$263K +$57K +672 +28%
HW
482
Hancock Whitney
Mississippi
$263K +$263K +3,094 New
FWM
483
Fairhaven Wealth Management
Illinois
$260K -$135K -1,593 -34%
AQR Capital Management
484
AQR Capital Management
Connecticut
$258K +$258K +3,042 New
Jane Street
485
Jane Street
New York
$254K +$254K +2,994 New
CW
486
CreativeOne Wealth
Kansas
$253K +$253K +2,985 New
PA
487
PFG Advisors
Arizona
$247K +$2.29K +27 +0.9%
VA
488
Valmark Advisers
Ohio
$246K +$16.5K +194 +7%
CMI
489
Clare Market Investments
Texas
$246K -$2.04K -24 -0.8%
SIM
490
Seaview Investment Managers
Florida
$245K -$3.34M -39,332 -93%
CA
491
Crewe Advisors
Utah
$242K -$65.9K -777 -21%
TC
492
TownSquare Capital
Utah
$242K -$1.44K -17 -0.6%
PAS
493
Park Avenue Securities
New York
$239K +$2.3K +27 +1%
SVWAG
494
Sound View Wealth Advisors Group
Georgia
$238K – – –
MIM
495
Miller Investment Management
Pennsylvania
$238K – – –
PWG
496
Portside Wealth Group
Utah
$235K -$1.7K -20 -0.7%
BWA
497
Burt Wealth Advisors
Maryland
$235K +$339 +4 +0.1%
SWA
498
Stratos Wealth Advisors
Ohio
$233K -$7.89K -93 -3%
SFG
499
StrategIQ Financial Group
Indiana
$232K +$1.95K +23 +0.8%
NCFG
500
New Century Financial Group
New Jersey
$229K +$229K +2,693 New
18 19
20
21 22