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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
1
Morningstar Investment Services
Illinois
$64.7M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$58.9M
3
FFA
3
First Foundation Advisors
California
$91.6M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$292M
5
Bank of America
5
Bank of America
North Carolina
$794M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$782M
2
PP
2
Prudential plc
United Kingdom
$2.48M
3
GM
3
GeoWealth Management
Illinois
$218K
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$138M
5
AWM
5
AE Wealth Management
Kansas
$428K
Name Holding Trade Value Shares
Change 		Shares
Change %
LA
526
LPF Advisors
Florida
$227K – – –
SAM
527
SP Asset Management
California
$227K – – –
FAT
528
First American Trust
California
$227K +$227K +2,522 New
WBCM
529
Wilson & Boucher Capital Management
California
$225K – – –
PCA
530
Pallas Capital Advisors
Massachusetts
$222K +$222K +2,471 New
AWM
531
Avaii Wealth Management
Wisconsin
$221K – – –
GMA
532
Glassy Mountain Advisors
Maryland
$221K +$4.23K +47 +2%
GM
533
GeoWealth Management
Illinois
$218K -$18.6M -207,010 -99%
WA
534
Waddell & Associates
Tennessee
$217K -$117K -1,296 -35%
FCH
535
Freestone Capital Holdings
Washington
$215K +$215K +2,394 New
PWG
536
Portside Wealth Group
Utah
$212K -$36.1K -402 -15%
WH
537
Willner & Heller
California
$212K +$212K +2,363 New
RFC
538
Regions Financial Corp
Alabama
$211K +$211K +2,349 New
S
539
SignatureFD
Georgia
$207K +$154K +1,717 +292%
MFG
540
Mosaic Financial Group
Illinois
$205K +$205K +2,283 New
JIC
541
Johnson Investment Counsel
Ohio
$205K +$205K +2,275 New
CA
542
Calton & Associates
Florida
$204K +$204K +2,274 New
CAM
543
Clarity Asset Management
Iowa
$204K -$11.3K -126 -5%
ASN
544
Advisory Services Network
Georgia
$204K -$28.4K -316 -12%
TYCC
545
Texas Yale Capital Corp
Florida
$202K +$202K +2,250 New
KFI
546
Key Financial Inc
Pennsylvania
$202K – – –
TNB
547
Thomasville National Bank
Georgia
$201K +$201K +2,234 New
GJIA
548
Glass Jacobson Investment Advisors
Maryland
$200K +$200K +2,229 New
PFA
549
Pathway Financial Advisers
Indiana
$190K -$11.7K -130 -6%
RIL
550
Rothschild Investment LLC
Illinois
$188K – – –
20 21
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