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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

654 hedge funds and large institutions have $8.36B invested in VanEck Morningstar Wide Moat ETF in 2024 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 270 increasing their positions, 210 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
654
Holders Change
+22
Holders Change %
+3.48%
% of All Funds
9.51%
Holding in Top 10
93
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.13%
% of All Funds
1.35%
New
74
Increased
270
Reduced
210
Closed
42
Calls
$2.56M
Puts
$468K
Net Calls
+$2.09M
Net Calls Change
+$172K

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$82M
2
BCM
2
Brookstone Capital Management
Illinois
$88.5M
3
AAS
3
Avantax Advisory Services
Texas
$29.5M
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$19.6M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$17.6M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$65.3M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$89.9M
3
DCM
3
Davidson Capital Management
Texas
$20.2M
4
Bank of America
4
Bank of America
North Carolina
$740M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$3.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIP
526
HUB Investment Partners
Texas
$233K -$81.4K -940 -26%
GMA
527
Glassy Mountain Advisors
Maryland
$233K +$20.2K +233 +9%
HSBC Holdings
528
HSBC Holdings
United Kingdom
$233K -$651K -7,511 -74%
CMI
529
Clare Market Investments
Texas
$232K -$19.5K -225 -8%
AssetMark Inc
530
AssetMark Inc
California
$228K +$202K +2,336 +800%
ATPW
531
Ashton Thomas Private Wealth
Arizona
$225K – – –
SM
532
Sensible Money
Arizona
$224K – – –
CAL
533
Capital Analysts LLC
Pennsylvania
$221K -$11.6K -134 -5%
LA
534
LPF Advisors
Florida
$219K – – –
SAM
535
SP Asset Management
California
$219K – – –
FAT
536
First American Trust
California
$218K – – –
VVP
537
Venture Visionary Partners
Ohio
$218K +$218K +2,514 New
RMF
538
Red Mountain Financial
Colorado
$218K +$218K +2,512 New
WBCM
539
Wilson & Boucher Capital Management
California
$217K – – –
ASN
540
Advisory Services Network
Georgia
$215K +$18.5K +214 +9%
CB
541
Commerce Bank
Missouri
$215K +$215K +2,478 New
WH
542
Willner & Heller
California
$213K +$8.66K +100 +4%
AWM
543
Avaii Wealth Management
Wisconsin
$210K -$3.21K -37 -2%
WA
544
Waddell & Associates
Tennessee
$210K +$779 +9 +0.4%
FCH
545
Freestone Capital Holdings
Washington
$209K +$1.82K +21 +0.9%
PCMC
546
Private Capital Management (Colorado)
Colorado
$209K +$52K +600 +33%
AG
547
Advocate Group
Minnesota
$207K +$207K +2,387 New
IA
548
IFG Advisory
Georgia
$206K +$206K +2,383 New
TFP
549
Traction Financial Partners
Wyoming
$205K -$34.6K -376 -14%
MA
550
MONECO Advisors
Connecticut
$204K -$26.4K -305 -11%
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