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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

668 hedge funds and large institutions have $9.52B invested in VanEck Morningstar Wide Moat ETF in 2024 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 275 increasing their positions, 224 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
668
Holders Change
+14
Holders Change %
+2.14%
% of All Funds
9.66%
Holding in Top 10
104
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+11.83%
% of All Funds
1.5%
New
60
Increased
275
Reduced
224
Closed
37
Calls
$3.05M
Puts
$727K
Net Calls
+$2.33M
Net Calls Change
+$240K

Top Buyers

1
LPL Financial
LPL Financial
California
+$59.5M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$47.9M
3
AAS
Avantax Advisory Services
Texas
+$38.3M
4
RWA
Redhawk Wealth Advisors
Minnesota
+$30.4M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$24.5M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$41.2M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$26.5M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$25.3M
4
PAG
Private Advisor Group
New Jersey
-$19.3M
5
UBS Group
UBS Group
Switzerland
-$18.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
476
CFO4Life Group
Texas
$451K -$18.4K -190 -4%
WF
477
Welch & Forbes
Massachusetts
$451K – – –
FPAS
478
Focus Partners Advisor Solutions
Missouri
$442K +$8.05K +83 +2%
CFS
479
Commonwealth Financial Services
West Virginia
$441K -$5.67K -59 -1%
AssetMark Inc
480
AssetMark Inc
California
$433K +$178K +1,838 +70%
FCM
481
Family Capital Management
Michigan
$432K – – –
FWP
482
FAS Wealth Partners
Kansas
$426K +$89.5K +923 +27%
TC
483
TownSquare Capital
Utah
$424K +$88.1K +909 +26%
PA
484
PFG Advisors
Arizona
$421K -$679 -7 -0.2%
IAS
485
Insigneo Advisory Services
Florida
$420K – – –
CRI
486
Colonial River Investments
Virginia
$416K +$11.6K +120 +3%
AWM
487
Axxcess Wealth Management
California
$416K +$11.6K +120 +3%
TW
488
TritonPoint Wealth
Maryland
$413K +$66.9K +691 +19%
HNWA
489
Henrickson Nauta Wealth Advisors
Michigan
$410K +$65.5K +676 +19%
AB
490
Atlas Brown
Kentucky
$402K +$15K +155 +4%
IIA
491
IPG Investment Advisors
California
$401K +$62.4K +644 +18%
LFS
492
Legacy Financial Strategies
Kansas
$399K +$399K +4,111 New
JIC
493
Johnson Investment Counsel
Ohio
$398K +$80.9K +834 +25%
CCP
494
Clarity Capital Partners
California
$398K -$42.2K -435 -10%
SFS
495
Stiles Financial Services
Minnesota
$394K – – –
WA
496
Waverly Advisors
Alabama
$392K -$32.4K -334 -8%
OSNBOA
497
Old Second National Bank of Aurora
Illinois
$391K -$21.7K -224 -5%
WCG
498
Weaver Consulting Group
California
$390K – – –
ACM
499
Advisors Capital Management
New Jersey
$387K +$1.36K +14 +0.4%
PCM
500
Piedmont Capital Management
Montana
$379K -$33K -338 -8%
18 19
20
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