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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 %
LWA
551
Lowe Wealth Advisors
Maryland
$188K +$25.3K +281 +16%
FAM
552
Family Asset Management
South Carolina
$180K -$14.5K -161 -7%
PA
553
Parallel Advisors
California
$175K -$62K -690 -26%
PCMC
554
Private Capital Management (Colorado)
Colorado
$163K +$163K +1,811 New
CWC
555
Carolinas Wealth Consulting
North Carolina
$142K – – –
JFGIW
556
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$135K – – –
HNB
557
Huntington National Bank
Ohio
$125K -$118K – –
Nomura Asset Management
558
Nomura Asset Management
Japan
$125K +$125K +1,389 New
BBHC
559
Brown Brothers Harriman & Co
New York
$120K – – –
RG
560
Retirement Group
California
$117K +$6.29K +70 +6%
RWPA
561
Richard W. Paul & Associates
Michigan
$114K -$34.3K -381 -23%
PAI
562
Pittenger & Anderson Inc
Nebraska
$108K +$108K +1,200 New
NP
563
NorthRock Partners
Minnesota
$105K – – –
IWP
564
IAG Wealth Partners
Wisconsin
$97.5K – – –
OSAM
565
O'Shaughnessy Asset Management
Connecticut
$97.2K +$64.4K +717 +196%
FPB
566
First PREMIER Bank
South Dakota
$96K +$23.9K +265 +33%
IPW
567
Impact Partnership Wealth
Georgia
$95.6K -$7.82K -87 -8%
TH
568
TCTC Holdings
Texas
$81.4K – – –
FFL
569
Financial Freedom LLC
Ohio
$79.9K – – –
EWM
570
EPG Wealth Management
Georgia
$76K – – –
CT
571
Colonial Trust
South Carolina
$75.2K – – –
FFA
572
Founders Financial Alliance
North Carolina
$74.8K +$74.8K +832 New
SA
573
Scarborough Advisors
Maryland
$72.1K +$20.2K +225 +39%
WIA
574
Wetzel Investment Advisors
Indiana
$71.9K – – –
FFA
575
Farther Finance Advisors
California
$68.4K -$5.53K -62 -7%
21 22
23
24 25