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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 %
FFA
551
Farther Finance Advisors
California
$70.4K – – –
SIS
552
Sound Income Strategies
Florida
$68.2K +$68.2K +803 New
FPB
553
First PREMIER Bank
South Dakota
$68K +$42.5K +500 +167%
CG
554
Cutler Group
California
$67K -$50.3K -600 -43%
PA
555
Pineridge Advisors
Missouri
$60.3K +$60.3K +710 New
SFC
556
SYM Financial Corp
Indiana
$59.4K – – –
MIFH
557
Migdal Insurance & Financial Holdings
Israel
$56K – – –
Jones Financial Companies
558
Jones Financial Companies
Missouri
$55.6K +$55.6K +655 New
GWS
559
Glassman Wealth Services
Virginia
$53.8K -$44.4K -523 -45%
Barclays
560
Barclays
United Kingdom
$51K – – –
S
561
SignatureFD
Georgia
$49.9K -$28K -330 -36%
First Manhattan
562
First Manhattan
New York
$49.1K – – –
SA
563
Scarborough Advisors
Maryland
$49K +$49K +577 New
DAC
564
Dividend Assets Capital
South Carolina
$42K – – –
CIA
565
Cape Investment Advisory
Georgia
$39.8K +$19.3K +227 +94%
YDMI
566
Y.D. More Investments
Israel
$38.2K – – –
CPG
567
Cornerstone Planning Group
New Jersey
$35.3K +$7.04K +83 +25%
AA
568
Addison Advisors
Vermont
$34.4K – – –
N
569
Natixis
France
$32.5K +$32.5K +383 New
OSAM
570
O'Shaughnessy Asset Management
Connecticut
$31K -$28.9K -341 -48%
SSB
571
Sandy Spring Bank
Maryland
$30.6K – – –
TAM
572
Tucker Asset Management
Colorado
$26.2K -$23.9K -282 -48%
PK
573
Pflug Koory
Nebraska
$26.2K – – –
CFGS
574
Concourse Financial Group Securities
Alabama
$23.8K -$255 -3 -1%
PCA
575
Providence Capital Advisors
North Carolina
$23.4K -$24.6K -290 -51%
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