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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 %
BCM
576
Basso Capital Management
Connecticut
$22.9K – – –
CAS
577
Coppell Advisory Solutions
Texas
$22.7K +$22.7K +268 New
GTAM
578
Global Trust Asset Management
Florida
$21.2K -$53.9K -635 -72%
EPW
579
Evergreen Private Wealth
Colorado
$19.1K +$19.1K +225 New
TFGT
580
TS Financial Group (TSFG)
Illinois
$19K – – –
CTWM
581
Cherry Tree Wealth Management
Minnesota
$17.7K – – –
PFP
582
Pinnacle Financial Partners
Tennessee
$17.5K – – –
BF
583
BOK Financial
Oklahoma
$17.3K +$14.1K +166 +437%
HCM
584
Hollencrest Capital Management
California
$17K – – –
AAP
585
Arax Advisory Partners
Colorado
$16.9K +$169 +2 +1%
VAG
586
VisionPoint Advisory Group
Texas
$15.6K -$1.42M -16,713 -99%
LFA
587
Livelsberger Financial Advisory
Ohio
$15.2K +$15.2K +179 New
HFM
588
Hartford Financial Management
Connecticut
$15K +$15K +177 New
FP
589
Financial Perspectives
Minnesota
$12.7K – – –
TWC
590
TD Waterhouse Canada
Ontario, Canada
$11.8K +$7.63K +92 +184%
VanEck Associates
591
VanEck Associates
New York
$10K +$10K +112 New
MA
592
MCF Advisors
Kentucky
$9.76K -$13.8K -163 -59%
WT
593
Washington Trust
Rhode Island
$9.59K +$9.59K +113 New
CPA
594
Clear Point Advisors
New York
$8.76K +$8.76K +103 New
PWMG
595
Provence Wealth Management Group
California
$7.21K – – –
VWM
596
Venturi Wealth Management
Texas
$7.19K +$85 +1 +1%
AIC
597
Archer Investment Corporation
Indiana
$7.04K – – –
CTA
598
Colonial Trust Advisors
South Carolina
$6.79K – – –
EWP
599
Elevation Wealth Partners
California
$6.45K – – –
CAM
600
Creekmur Asset Management
Illinois
$6.42K +$6.42K +76 New
22 23
24
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