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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 %
FWM
501
Fairhaven Wealth Management
Illinois
$283K +$7.64K +85 +3%
MCP
502
Mirador Capital Partners
California
$282K +$282K +3,138 New
GWP
503
Gateway Wealth Partners
Wisconsin
$278K +$278K +3,094 New
HW
504
Hancock Whitney
Mississippi
$278K – – –
ESB
505
Essex Savings Bank
Connecticut
$277K – – –
OCM
506
One Capital Management
California
$275K -$20.6K -229 -7%
SWA
507
Strategies Wealth Advisors
Michigan
$265K +$265K +2,946 New
SC
508
Savant Capital
Illinois
$265K -$141K -1,569 -35%
PA
509
PFG Advisors
Arizona
$261K – – –
CMI
510
Clare Market Investments
Texas
$261K – – –
SIM
511
Seaview Investment Managers
Florida
$255K -$5.21K -58 -2%
MIM
512
Miller Investment Management
Pennsylvania
$252K – – –
CA
513
Crewe Advisors
Utah
$250K -$6.92K -77 -3%
BWA
514
Burt Wealth Advisors
Maryland
$249K – – –
SWA
515
Stratos Wealth Advisors
Ohio
$247K – – –
PAS
516
Park Avenue Securities
New York
$244K -$8.44K -94 -3%
PCS
517
Private Client Services
Kentucky
$244K +$244K +2,709 New
TAM
518
Tealwood Asset Management
Minnesota
$242K – – –
CAL
519
Capital Analysts LLC
Pennsylvania
$242K +$54.9K +611 +29%
MMM
520
Mendel Money Management
Illinois
$241K +$241K +2,685 New
PCIA
521
Prime Capital Investment Advisors
Kansas
$240K – – –
MA
522
MONECO Advisors
Connecticut
$239K -$76.1K -847 -24%
ATPW
523
Ashton Thomas Private Wealth
Arizona
$234K +$234K +2,600 New
SM
524
Sensible Money
Arizona
$233K – – –
TFP
525
Traction Financial Partners
Wyoming
$229K -$137K -1,547 -37%
19 20
21
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