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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 %
PCA
601
Providence Capital Advisors
North Carolina
$24.8K – – –
BCM
602
Basso Capital Management
Connecticut
$24.3K – – –
CFGS
603
Concourse Financial Group Securities
Alabama
$23.3K -$1.89K -21 -8%
VAG
604
VisionPoint Advisory Group
Texas
$23.1K +$6.55K +73 +40%
HFM
605
Hartford Financial Management
Connecticut
$21.2K +$5.3K +59 +33%
TFGT
606
TS Financial Group (TSFG)
Illinois
$20K – – –
CTWM
607
Cherry Tree Wealth Management
Minnesota
$18.8K – – –
PFP
608
Pinnacle Financial Partners
Tennessee
$18.5K – – –
CAM
609
Creekmur Asset Management
Illinois
$18.5K +$11.7K +130 +171%
BF
610
BOK Financial
Oklahoma
$18.2K – – –
HCM
611
Hollencrest Capital Management
California
$18K – – –
AAP
612
Arax Advisory Partners
Colorado
$18K – – –
AWM
613
Avior Wealth Management
Nebraska
$12K +$12K +133 New
WT
614
Washington Trust
Rhode Island
$10.2K – – –
CPA
615
Clear Point Advisors
New York
$9.28K – – –
KIG
616
Kessler Investment Group
Indiana
$8.99K +$8.99K +100 New
CA
617
Clearstead Advisors
Ohio
$8.84K +$8.84K +100 New
VWM
618
Venturi Wealth Management
Texas
$8.56K +$901 +10 +12%
CPG
619
Cornerstone Planning Group
New Jersey
$8.01K -$27.8K -323 -78%
EWP
620
Elevation Wealth Partners
California
$7.64K – – –
AIC
621
Archer Investment Corporation
Indiana
$7.46K – – –
WIC
622
Woodmont Investment Counsel
Tennessee
$7.28K +$7.28K +81 New
HT
623
Headlands Technologies
Illinois
$6.92K +$6.92K +77 New
ITIM
624
Indiana Trust & Investment Management
Indiana
$6.47K – – –
BHWM
625
Beaird Harris Wealth Management
Texas
$4.86K +$4.86K +54 New
23 24
25
26 27