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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
$764M
2
AllianceBernstein
AllianceBernstein
Tennessee
$47.9M
3
AAS
Avantax Advisory Services
Texas
$71.3M
4
RWA
Redhawk Wealth Advisors
Minnesota
$30.7M
5
Jones Financial Companies
Jones Financial Companies
Missouri
$40.7M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$787M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$74.1M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$216M
4
PAG
Private Advisor Group
New Jersey
$54.3M
5
UBS Group
UBS Group
Switzerland
$186M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFP
501
Ausdal Financial Partners
Iowa
$365K +$28.9K +298 +9%
JIP
502
Jaffetilchin Investment Partners
Florida
$364K – – –
PFG
503
Peterson Financial Group
Iowa
$360K +$970 +10 +0.3%
SWM
504
Spire Wealth Management
Virginia
$357K -$82.4K -850 -19%
BOH
505
Bank of Hawaii
Hawaii
$352K – – –
NWMG
506
National Wealth Management Group
Ohio
$348K +$348K +3,590 New
SC
507
Savant Capital
Illinois
$342K -$6.11K -63 -2%
FAT
508
First American Trust
California
$338K +$93.3K +962 +38%
MAS
509
Madden Advisory Services
Florida
$337K +$337K +3,474 New
TCM
510
TD Capital Management
Tennessee
$336K – – –
MSR
511
Main Street Research
Connecticut
$332K +$332K +3,422 New
FTDI
512
First Trust Direct Indexing
Massachusetts
$329K -$3.01K -31 -0.9%
JSL
513
JT Stratford LLC
Georgia
$326K +$326K +3,360 New
VCM
514
Vivaldi Capital Management
Illinois
$322K – – –
WCM
515
Westend Capital Management
California
$317K – – –
PAS
516
Park Avenue Securities
New York
$317K +$46.2K +477 +17%
AWM
517
Ameliora Wealth Management
Switzerland
$315K – – –
PCG
518
Prosperity Consulting Group
Maryland
$314K +$314K +3,243 New
GWP
519
Gateway Wealth Partners
Wisconsin
$310K -$18.5K -191 -6%
Renaissance Technologies
520
Renaissance Technologies
New York
$310K +$310K +3,200 New
FCH
521
Freestone Capital Holdings
Washington
$308K +$73.8K +761 +32%
MCP
522
Mirador Capital Partners
California
$304K – – –
BC
523
Barnett & Company
Tennessee
$301K -$6.21K -64 -2%
HW
524
Hancock Whitney
Mississippi
$300K – – –
LCWP
525
Legacy Capital Wealth Partners
Arkansas
$298K -$160K -1,650 -35%
19 20
21
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