MOAT icon

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 %
HIP
551
HUB Investment Partners
Texas
$245K -$16.3K -168 -6%
SIM
552
Seaview Investment Managers
Florida
$243K -$25.4K -262 -9%
WBCM
553
Wilson & Boucher Capital Management
California
$242K – – –
OSAM
554
O'Shaughnessy Asset Management
Connecticut
$242K +$74.5K +766 +45%
BWA
555
Burt Wealth Advisors
Maryland
$240K -$28K -289 -10%
SCA
556
Snowden Capital Advisors
New York
$239K +$239K +2,467 New
WH
557
Willner & Heller
California
$239K – – –
AWM
558
Avaii Wealth Management
Wisconsin
$235K – – –
PCMC
559
Private Capital Management (Colorado)
Colorado
$234K – – –
PWG
560
Portside Wealth Group
Utah
$229K +$229K +2,363 New
TAM
561
Tealwood Asset Management
Minnesota
$227K +$227K +2,343 New
Susquehanna International Group
562
Susquehanna International Group
Pennsylvania
$226K -$1.81M -18,622 -89%
RFC
563
Regions Financial Corp
Alabama
$224K -$4.07K -42 -2%
Nomura Asset Management
564
Nomura Asset Management
Japan
$221K – – –
MFG
565
Mosaic Financial Group
Illinois
$221K – – –
TYCC
566
Texas Yale Capital Corp
Florida
$218K +$218K +2,250 New
KFI
567
Key Financial Inc
Pennsylvania
$217K – – –
TNB
568
Thomasville National Bank
Georgia
$217K +$217K +2,234 New
TFP
569
Traction Financial Partners
Wyoming
$216K – – –
ASN
570
Advisory Services Network
Georgia
$215K – – –
MA
571
MONECO Advisors
Connecticut
$215K -$12.8K -132 -6%
BW
572
BIP Wealth
Georgia
$214K +$214K +2,209 New
BBHC
573
Brown Brothers Harriman & Co
New York
$210K +$80K +825 +62%
CA
574
Crewe Advisors
Utah
$207K -$106K -1,094 -34%
MCA
575
MSH Capital Advisors
Arizona
$205K +$205K +2,113 New
21 22
23
24 25