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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 %
WIA
576
Wetzel Investment Advisors
Indiana
$77K – – –
SA
577
Scarborough Advisors
Maryland
$75.5K +$6.06K +70 +9%
EWM
578
EPG Wealth Management
Georgia
$73.2K -$76K -845 Closed
CT
579
Colonial Trust
South Carolina
$72.4K – – –
FFA
580
Founders Financial Alliance
North Carolina
$72.1K – – –
AFS
581
Annapolis Financial Services
Maryland
$70.3K +$70.3K +812 New
CA
582
CoreCap Advisors
Michigan
$67.8K -$3.31M -38,209 -98%
FFA
583
Farther Finance Advisors
California
$65.8K – – –
S
584
SignatureFD
Georgia
$60.6K -$139K -1,605 -70%
PB
585
Pinnacle Bancorp
Nebraska
$58.2K – – –
Simplex Trading
586
Simplex Trading
Illinois
$58K +$33K +385 +132%
MIFH
587
Migdal Insurance & Financial Holdings
Israel
$57K – – –
GWS
588
Glassman Wealth Services
Virginia
$54.9K – – –
CA
589
Centerpoint Advisors
Massachusetts
$53K – – –
Barclays
590
Barclays
United Kingdom
$52K – – –
CA
591
Clearstead Advisors
Ohio
$52K +$43.3K +500 +500%
CFB
592
Cullen/Frost Bankers
Texas
$49.7K +$49.7K +574 New
SIS
593
Sound Income Strategies
Florida
$46.3K +$6.06K +70 +15%
CA
594
Continuum Advisory
Idaho
$46K -$606 -7 -1%
CT
595
Clearstead Trust
Maine
$43.4K – – –
Fifth Third Bancorp
596
Fifth Third Bancorp
Ohio
$43.3K – – –
TSWM
597
Tyler-Stone Wealth Management
Ohio
$43.3K +$43.3K +500 New
FG
598
Fairman Group
Pennsylvania
$41.1K +$41.1K +475 New
YDMI
599
Y.D. More Investments
Israel
$39K – – –
CIA
600
Cape Investment Advisory
Georgia
$36.2K -$8.92K -103 -20%
22 23
24
25 26