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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
$1.31B
2
MFIM
Mesirow Financial Investment Management
Illinois
$191M
3
LPL Financial
LPL Financial
California
$593M
4
Bank of America
Bank of America
North Carolina
$720M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$245M

Top Sellers

1
TI
TTP Investments
California
$30M
2
OCM
One Capital Management
California
$279K
3
SIS
Strategic Investment Solutions
Illinois
$919K
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$146M
5
Osaic Holdings
Osaic Holdings
Arizona
$131M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAL
526
Capital Analysts LLC
Pennsylvania
$177K +$108K +1,266 +156%
LWA
527
Lowe Wealth Advisors
Maryland
$154K +$3.31K +39 +2%
RWPA
528
Richard W. Paul & Associates
Michigan
$140K +$136K +1,604 +3,208%
CWC
529
Carolinas Wealth Consulting
North Carolina
$134K +$2.55K +30 +2%
JFGIW
530
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$127K – – –
SS
531
Sunbelt Securities
Texas
$123K -$112K -1,318 -48%
PMFA
532
Plante Moran Financial Advisors
Michigan
$120K +$93K +1,096 +340%
HNB
533
Huntington National Bank
Ohio
$118K -$105K – –
BBHC
534
Brown Brothers Harriman & Co
New York
$113K – – –
TWM
535
Tradition Wealth Management
Minnesota
$113K – – –
LF
536
Lee Financial
Texas
$106K – – –
RG
537
Retirement Group
California
$104K +$340 +4 +0.3%
NP
538
NorthRock Partners
Minnesota
$99.3K +$99.3K +1,170 New
IPW
539
Impact Partnership Wealth
Georgia
$97.6K -$95.9K -1,130 -50%
CTC
540
Central Trust Company
Missouri
$97.6K +$97.6K +1,150 New
Fifth Third Bancorp
541
Fifth Third Bancorp
Ohio
$93.3K +$50.8K +599 +120%
IWP
542
IAG Wealth Partners
Wisconsin
$92.1K – – –
BTI
543
Blue Trust Inc
Georgia
$88K – – –
TRCT
544
Tower Research Capital (TRC)
New York
$83.3K +$82.2K +969 +8,075%
WTG
545
West Tower Group
Virginia
$82.1K -$78K -919 -49%
TH
546
TCTC Holdings
Texas
$76.8K – – –
FFL
547
Financial Freedom LLC
Ohio
$75.4K – – –
WIA
548
Wetzel Investment Advisors
Indiana
$73K +$73K +856 New
EWM
549
EPG Wealth Management
Georgia
$71.5K +$254 +3 +0.4%
CT
550
Colonial Trust
South Carolina
$71K +$71K +836 New
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