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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
+$732M
2
MFIM
Mesirow Financial Investment Management
Illinois
+$191M
3
LPL Financial
LPL Financial
California
+$125M
4
Bank of America
Bank of America
North Carolina
+$116M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$71.7M

Top Sellers

1
TI
TTP Investments
California
-$33.3M
2
OCM
One Capital Management
California
-$26.9M
3
SIS
Strategic Investment Solutions
Illinois
-$25.8M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$17.3M
5
Osaic Holdings
Osaic Holdings
Arizona
-$17.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
TAM
501
Tealwood Asset Management
Minnesota
$228K +$424 +5 +0.2%
PCIA
502
Prime Capital Investment Advisors
Kansas
$227K – – –
AFP
503
Ausdal Financial Partners
Iowa
$224K +$224K +2,637 New
PA
504
Parallel Advisors
California
$223K +$27.8K +328 +14%
ACM
505
Advisors Capital Management
New Jersey
$223K +$223K +2,625 New
CB
506
Commerce Bank
Missouri
$221K +$221K +2,600 New
SM
507
Sensible Money
Arizona
$220K +$220K +2,589 New
ASN
508
Advisory Services Network
Georgia
$219K +$219K +2,585 New
RMF
509
Red Mountain Financial
Colorado
$217K +$217K +2,562 New
CG
510
CFO4Life Group
Texas
$216K +$216K +2,548 New
LA
511
LPF Advisors
Florida
$215K +$215K +2,530 New
MWM
512
Maripau Wealth Management
Indiana
$214K +$214K +2,526 New
SAM
513
SP Asset Management
California
$214K +$214K +2,525 New
GHAM
514
Gilman Hill Asset Management
Connecticut
$212K +$212K +2,500 New
WBCM
515
Wilson & Boucher Capital Management
California
$212K +$212K +2,500 New
AB
516
Atlas Brown
Kentucky
$210K +$210K +2,470 New
AWM
517
Avaii Wealth Management
Wisconsin
$209K +$209K +2,459 New
IA
518
IFG Advisory
Georgia
$208K +$208K +2,447 New
GMA
519
Glassy Mountain Advisors
Maryland
$204K +$204K +2,407 New
CAM
520
Clarity Asset Management
Iowa
$203K +$203K +2,395 New
SW
521
Simplicity Wealth
New Jersey
$201K +$201K +2,365 New
PFA
522
Pathway Financial Advisers
Indiana
$191K +$17.4K +205 +10%
KFI
523
Key Financial Inc
Pennsylvania
$190K – – –
FAM
524
Family Asset Management
South Carolina
$183K +$183K +2,161 New
RIL
525
Rothschild Investment LLC
Illinois
$178K +$178K +2,094 New
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