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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 %
RFC
551
Regions Financial Corp
Alabama
$203K – – –
MFG
552
Mosaic Financial Group
Illinois
$198K – – –
Nomura Asset Management
553
Nomura Asset Management
Japan
$197K +$77.2K +891 +64%
CAM
554
Clarity Asset Management
Iowa
$196K -$1.04K -12 -0.5%
KFI
555
Key Financial Inc
Pennsylvania
$194K – – –
IWP
556
IAG Wealth Partners
Wisconsin
$189K +$94.7K +1,093 +101%
FAM
557
Family Asset Management
South Carolina
$173K – – –
LIA
558
Lynx Investment Advisory
District of Columbia
$172K +$172K +1,989 New
PA
559
Parallel Advisors
California
$168K – – –
LWA
560
Lowe Wealth Advisors
Maryland
$159K -$21.7K -250 -12%
PFA
561
Pathway Financial Advisers
Indiana
$156K -$27K -312 -15%
RIL
562
Rothschild Investment LLC
Illinois
$150K -$31.7K -366 -17%
OSAM
563
O'Shaughnessy Asset Management
Connecticut
$149K +$55K +635 +59%
HNB
564
Huntington National Bank
Ohio
$133K -$125K – –
JFGIW
565
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$130K – – –
Russell Investments Group
566
Russell Investments Group
United Kingdom
$130K +$126K +1,457 +3,469%
BBHC
567
Brown Brothers Harriman & Co
New York
$116K – – –
BlackRock
568
BlackRock
New York
$108K +$108K +1,250 New
BNP Paribas Financial Markets
569
BNP Paribas Financial Markets
France
$104K +$104K +1,206 New
PAI
570
Pittenger & Anderson Inc
Nebraska
$104K – – –
NP
571
NorthRock Partners
Minnesota
$101K – – –
FPB
572
First PREMIER Bank
South Dakota
$92K – – –
VWM
573
Venturi Wealth Management
Texas
$81.8K +$73.5K +849 +894%
TH
574
TCTC Holdings
Texas
$78.4K – – –
FFL
575
Financial Freedom LLC
Ohio
$77K – – –
21 22
23
24 25