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

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$782M
2
PP
Prudential plc
United Kingdom
$2.48M
3
GM
GeoWealth Management
Illinois
$218K
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$138M
5
AWM
AE Wealth Management
Kansas
$428K
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
476
Advisors Capital Management
New Jersey
$358K +$122K +1,357 +52%
AB
477
Atlas Brown
Kentucky
$356K +$134K +1,493 +60%
AFP
478
Ausdal Financial Partners
Iowa
$349K +$112K +1,247 +47%
VA
479
Valmark Advisers
Ohio
$347K +$86.6K +963 +33%
RFN
480
Redwood Financial Network
Ohio
$343K -$20K -222 -5%
JIP
481
Jaffetilchin Investment Partners
Florida
$340K -$270 -3 -0.1%
AQR Capital Management
482
AQR Capital Management
Connecticut
$336K +$62.8K +699 +23%
BOH
483
Bank of Hawaii
Hawaii
$327K +$327K +3,634 New
HIP
484
HUB Investment Partners
Texas
$326K +$18K +200 +6%
CRI
485
Colonial River Investments
Virginia
$324K +$324K +3,608 New
FTDI
486
First Trust Direct Indexing
Massachusetts
$322K -$9.71K -108 -3%
LSAG
487
Lake Street Advisors Group
New Hampshire
$318K +$318K +3,541 New
RIA
488
Regal Investment Advisors
Michigan
$313K +$313K +3,487 New
C
489
CEDRUS
Colorado
$313K +$11.2K +125 +4%
TC
490
TownSquare Capital
Utah
$313K +$56.9K +633 +22%
TCM
491
TD Capital Management
Tennessee
$311K – – –
FWP
492
FAS Wealth Partners
Kansas
$310K +$30.8K +343 +11%
WCM
493
Westend Capital Management
California
$309K +$309K +3,438 New
WA
494
Waverly Advisors
Alabama
$309K +$309K +3,437 New
HNWA
495
Henrickson Nauta Wealth Advisors
Michigan
$309K – – –
VCM
496
Vivaldi Capital Management
Illinois
$293K -$21.1K -239 -7%
AWM
497
Ameliora Wealth Management
Switzerland
$292K +$292K +3,250 New
BC
498
Barnett & Company
Tennessee
$291K -$8.27K -92 -3%
VPP
499
Vertex Planning Partners
Illinois
$288K – – –
TW
500
TritonPoint Wealth
Maryland
$287K +$76.1K +1,220 +36%
18 19
20
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