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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 %
SFC
576
SYM Financial Corp
Indiana
$62.9K – – –
PB
577
Pinnacle Bancorp
Nebraska
$60.4K +$60.4K +672 New
MIFH
578
Migdal Insurance & Financial Holdings
Israel
$59K – – –
GWS
579
Glassman Wealth Services
Virginia
$57K – – –
CA
580
Centerpoint Advisors
Massachusetts
$55K +$55K +616 New
Barclays
581
Barclays
United Kingdom
$54K – – –
SMA
582
Sage Mountain Advisors
Georgia
$50.3K +$50.3K +559 New
VanEck Associates
583
VanEck Associates
New York
$48K +$37.9K +419 +374%
CA
584
Continuum Advisory
Idaho
$47.3K -$407K -4,630 -90%
CIA
585
Cape Investment Advisory
Georgia
$46.8K +$4.68K +52 +11%
CT
586
Clearstead Trust
Maine
$45K +$45K +501 New
Fifth Third Bancorp
587
Fifth Third Bancorp
Ohio
$45K -$53.9K -599 -55%
SIS
588
Sound Income Strategies
Florida
$41.7K -$30.5K -339 -42%
YDMI
589
Y.D. More Investments
Israel
$40.5K – – –
GTAM
590
Global Trust Asset Management
Florida
$40.5K +$18K +200 +80%
AA
591
Addison Advisors
Vermont
$36.4K – – –
SL
592
Salomon & Ludwin
Virginia
$36K +$36K +400 New
N
593
Natixis
France
$34.4K – – –
PA
594
Pineridge Advisors
Missouri
$32.5K -$31.4K -349 -49%
SSB
595
Sandy Spring Bank
Maryland
$32.4K – – –
PMFA
596
Plante Moran Financial Advisors
Michigan
$29.6K -$97.9K -1,089 -77%
PK
597
Pflug Koory
Nebraska
$27.8K – – –
TAM
598
Tucker Asset Management
Colorado
$27.8K – – –
AssetMark Inc
599
AssetMark Inc
California
$26.3K -$272K -3,022 -91%
Simplex Trading
600
Simplex Trading
Illinois
$26K +$22.7K +254 +686%
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24
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