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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 %
VPP
526
Vertex Planning Partners
Illinois
$297K -$13.8K -142 -4%
ESB
527
Essex Savings Bank
Connecticut
$292K -$11.1K -114 -4%
GMA
528
Glassy Mountain Advisors
Maryland
$291K +$30.5K +315 +12%
OCM
529
One Capital Management
California
$287K – – –
PCS
530
Private Client Services
Kentucky
$287K +$5.33K +55 +2%
AWA
531
Arkadios Wealth Advisors
Georgia
$286K -$20.4K -210 -7%
MOS
532
MGO One Seven
Ohio
$284K -$15.4K -159 -5%
WP
533
WMS Partners
Maryland
$283K +$283K +2,921 New
TSS
534
Two Sigma Securities
New York
$283K -$1.67M -17,248 -86%
CA
535
CoreCap Advisors
Michigan
$283K +$207K +2,133 +272%
WFM
536
Wolff Financial Management
Michigan
$282K -$175K -1,807 -38%
CA
537
CapWealth Advisors
Tennessee
$278K +$278K +2,867 New
FWM
538
Fairhaven Wealth Management
Illinois
$278K -$30.5K -315 -10%
GJIA
539
Glass Jacobson Investment Advisors
Maryland
$274K +$12.1K +125 +5%
MIM
540
Miller Investment Management
Pennsylvania
$272K – – –
RIA
541
Regal Investment Advisors
Michigan
$266K -$68.8K -710 -21%
SWM
542
SeaCrest Wealth Management
New York
$260K -$265K -2,733 -50%
CB
543
Commerce Bank
Missouri
$260K +$19.4K +200 +8%
VA
544
Valmark Advisers
Ohio
$255K -$8.53K -88 -3%
RMF
545
Red Mountain Financial
Colorado
$254K +$10.2K +105 +4%
ATPW
546
Ashton Thomas Private Wealth
Arizona
$252K – – –
SM
547
Sensible Money
Arizona
$251K – – –
CMI
548
Clare Market Investments
Texas
$250K -$9.69K -100 -4%
WA
549
Waddell & Associates
Tennessee
$246K +$11.5K +119 +5%
LA
550
LPF Advisors
Florida
$245K – – –
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