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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 %
EWP
501
Elevation Wealth Partners
California
$6.45K – – –
PWMG
502
Provence Wealth Management Group
California
$6.45K +$6.45K +85 New
VWM
503
Venturi Wealth Management
Texas
$6.37K – – –
AIC
504
Archer Investment Corporation
Indiana
$6.3K – – –
CTA
505
Colonial Trust Advisors
South Carolina
$6.07K – – –
TWC
506
TD Waterhouse Canada
Ontario, Canada
$5.13K +$5.13K +50 New
BWM
507
Baystate Wealth Management
Massachusetts
$3.94K – – –
RWPA
508
Richard W. Paul & Associates
Michigan
$3.79K – – –
GI
509
Gradient Investments
Minnesota
$3.41K +$3.41K +45 New
CHA
510
Carmichael Hill & Associates
Maryland
$3.26K – – –
CP
511
Castleview Partners
Texas
$3.03K +$3.03K +40 New
BF
512
BOK Financial
Oklahoma
$2.75K +$2.75K +38 New
CCP
513
Carmel Capital Partners
California
$1.97K +$1.97K +26 New
EWA
514
EverSource Wealth Advisors
Alabama
$1.21K – – –
TRCT
515
Tower Research Capital (TRC)
New York
$910 +$910 +12 New
BCMLT
516
Beacon Capital Management LLC (Tennessee)
Tennessee
$718 – – –
AFS
517
Annapolis Financial Services
Maryland
$531 – – –
MFG
518
Mendota Financial Group
Wisconsin
$380 – – –
BFS
519
Bard Financial Services
Connecticut
– -$28.1M -351,907 Closed
FSA
520
Financial Services Advisory
Maryland
– -$14.2M -178,121 Closed
BCM
521
BlueCrest Capital Management
Jersey
– -$3.82M -47,838 Closed
FEM
522
Fulcrum Equity Management
Texas
– -$2.37M -29,659 Closed
AI
523
Atria Investments
North Carolina
– -$1.96M -24,580 Closed
USCWA
524
U.S. Capital Wealth Advisors
Texas
– -$1.29M -16,165 Closed
CAS
525
Coppell Advisory Solutions
Texas
– -$915K -11,541 Closed
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