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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.

Holders
519
Holders Change
+62
Holders Change %
+13.57%
% of All Funds
8.28%
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
1
Morgan Stanley
New York
$514M
2
Bank of America
2
Bank of America
North Carolina
$540M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$132M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$146M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$45.6M

Top Sellers

1
SC
1
Soundwatch Capital
Connecticut
$474K
2
EWA
2
EP Wealth Advisors
California
$653K
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$155M
4
PP
4
Prudential plc
United Kingdom
$489K
5
PCM
5
Piedmont Capital Management
Montana
$5.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
CW
526
CreativeOne Wealth
Kansas
– -$676K -8,466 Closed
LCGC
527
Legacy Capital Group California
California
– -$532K -6,666 Closed
CAMG
528
CWA Asset Management Group
Florida
– -$464K -5,819 Closed
Citadel Advisors
529
Citadel Advisors
Florida
– -$457K -5,732 Closed
VCM
530
Vision Capital Management
Oregon
– -$449K -5,629 Closed
WA
531
Win Advisors
Florida
– -$310K -4,481 Closed
UCFA
532
United Capital Financial Advisors
Texas
– -$264K -3,303 Closed
FTUS
533
Flow Traders U.S.
New York
– -$259K -3,242 Closed
MWM
534
Maripau Wealth Management
Indiana
– -$238K -2,980 Closed
SM
535
Sensible Money
Arizona
– -$207K -2,589 Closed
CG
536
CFO4Life Group
Texas
– -$203K -2,548 Closed
VVP
537
Venture Visionary Partners
Ohio
– -$201K -2,514 Closed
PFBT
538
Parkside Financial Bank & Trust
Missouri
– -$133K -1,673 Closed
OIS
539
Okabena Investment Services
Minnesota
– -$55.3K -693 Closed
FGAM
540
Financial Gravity Asset Management
Texas
– -$24 -300 Closed
OP
541
ORG Partners
Indiana
– -$23.6K -296 Closed
DI
542
Disciplined Investments
Oklahoma
– -$21.6K -271 Closed
C
543
Covestor
United Kingdom
– -$5K -65 Closed
TFA
544
Toth Financial Advisory
Virginia
– -$80 -1 Closed
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