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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

668 hedge funds and large institutions have $9.52B invested in VanEck Morningstar Wide Moat ETF in 2024 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 275 increasing their positions, 224 reducing their positions, and 37 closing their positions.

Holders
668
Holders Change
+14
Holders Change %
+2.14%
% of All Funds
9.66%
Holding in Top 10
104
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+11.83%
% of All Funds
1.5%
New
60
Increased
275
Reduced
224
Closed
37
Calls
$3.05M
Puts
$727K
Net Calls
+$2.33M
Net Calls Change
+$240K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$764M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$47.9M
3
AAS
3
Avantax Advisory Services
Texas
$71.3M
4
RWA
4
Redhawk Wealth Advisors
Minnesota
$30.7M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$40.7M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$787M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$74.1M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$216M
4
PAG
4
Private Advisor Group
New Jersey
$54.3M
5
UBS Group
5
UBS Group
Switzerland
$186M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
601
Farther Finance Advisors
California
$74.4K – – –
TC
602
Truvestments Capital
Florida
$70K +$70K +722 New
HIIFS
603
Harel Insurance Investments & Financial Services
Israel
$68K +$67.9K +700 +70,000%
S
604
SignatureFD
Georgia
$67.9K – – –
MIFH
605
Migdal Insurance & Financial Holdings
Israel
$64K – – –
GWS
606
Glassman Wealth Services
Virginia
$61.5K – – –
CA
607
Centerpoint Advisors
Massachusetts
$60K – – –
Barclays
608
Barclays
United Kingdom
$59K – – –
CA
609
Clearstead Advisors
Ohio
$58.2K – – –
Fifth Third Bancorp
610
Fifth Third Bancorp
Ohio
$56.3K +$7.85K +81 +16%
SIS
611
Sound Income Strategies
Florida
$51.8K – – –
CA
612
Continuum Advisory
Idaho
$51.2K – – –
CT
613
Clearstead Trust
Maine
$48.6K – – –
CIA
614
Cape Investment Advisory
Georgia
$48.3K +$7.76K +80 +19%
Russell Investments Group
615
Russell Investments Group
United Kingdom
$46.9K -$98.4K -1,015 -68%
CFB
616
Cullen/Frost Bankers
Texas
$46.6K -$9.02K -93 -16%
FG
617
Fairman Group
Pennsylvania
$46.1K – – –
YDMI
618
Y.D. More Investments
Israel
$43.6K – – –
HNB
619
Hilltop National Bank
Wyoming
$43.6K +$43.6K +450 New
BNP Paribas Financial Markets
620
BNP Paribas Financial Markets
France
$39.8K -$77.2K -796 -66%
AA
621
Addison Advisors
Vermont
$39.3K – – –
SL
622
Salomon & Ludwin
Virginia
$38.8K – – –
PFP
623
Pinnacle Financial Partners
Tennessee
$36.2K +$16.2K +167 +81%
SSB
624
Sandy Spring Bank
Maryland
$34.9K – – –
PMFA
625
Plante Moran Financial Advisors
Michigan
$31.2K – – –
23 24
25
26 27