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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 %
ITIM
601
Indiana Trust & Investment Management
Indiana
$6.11K +$6.11K +72 New
NB
602
NBT Bank
New York
$5.26K +$5.26K +62 New
GI
603
Gradient Investments
Minnesota
$5.18K +$1.36K +16 +36%
BWM
604
Baystate Wealth Management
Massachusetts
$4.44K +$85 +1 +2%
CHA
605
Carmichael Hill & Associates
Maryland
$3.65K – – –
OP
606
ORG Partners
Indiana
$3.11K +$3.11K +36 New
EWA
607
EverSource Wealth Advisors
Alabama
$3.07K +$1.71K +20 +125%
Simplex Trading
608
Simplex Trading
Illinois
$3K +$3K +37 New
NMG
609
New Millennium Group
Utah
$2.89K -$1.82M -21,448 -100%
HGA
610
Hobbs Group Advisors
South Carolina
$2.6K +$2.6K +31 New
BAM
611
Byrne Asset Management
New Jersey
$2.55K +$2.55K +30 New
BIA
612
Bell Investment Advisors
California
$2.46K +$2.46K +29 New
LPP
613
Life Planning Partners
Florida
$849 +$849 +10 New
MFG
614
Mendota Financial Group
Wisconsin
$425 – – –
RCM
615
Raleigh Capital Management
North Carolina
$83 +$83 +1 New
AIP
616
Almanack Investment Partners
Pennsylvania
– -$9.96M -131,389 Closed
PSCM
617
Per Stirling Capital Management
Texas
– -$9.14M -120,481 Closed
BSG
618
Black Swift Group
Colorado
– -$5.5M -72,530 Closed
RSWM
619
Robertson Stephens Wealth Management
California
– -$5.43M -71,576 Closed
JWM
620
Jackson Wealth Management
Florida
– -$5.3M -69,835 Closed
GS
621
GTS Securities
New York
– -$4.66M -61,463 Closed
KAS
622
KPP Advisory Services
Kentucky
– -$3.06M -40,371 Closed
ARC
623
Advisor Resource Council
Texas
– -$3.04M -40,080 Closed
Renaissance Technologies
624
Renaissance Technologies
New York
– -$2.06M -27,100 Closed
Two Sigma Investments
625
Two Sigma Investments
New York
– -$1.3M -17,100 Closed
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