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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

704 hedge funds and large institutions have $9.1B invested in VanEck Morningstar Wide Moat ETF in 2024 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 294 increasing their positions, 217 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
704
Holders Change
+36
Holders Change %
+5.39%
% of All Funds
9.37%
Holding in Top 10
102
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.92%
% of All Funds
1.36%
New
93
Increased
294
Reduced
217
Closed
44
Calls
$2.55M
Puts
$668K
Net Calls
+$1.88M
Net Calls Change
-$445K

Top Buyers

1
MFIM
Mesirow Financial Investment Management
Illinois
$325M
2
Jones Financial Companies
Jones Financial Companies
Missouri
$63.1M
3
Morgan Stanley
Morgan Stanley
New York
$819M
4
B
Barings
North Carolina
$24.2M
5
AAS
Avantax Advisory Services
Texas
$80.7M

Top Sellers

1
LPL Financial
LPL Financial
California
$676M
2
MIS
Morningstar Investment Services
Illinois
$9.5M
3
AllianceBernstein
AllianceBernstein
Tennessee
$0
4
OCBCO
Oversea-Chinese Banking Corp (OCBC)
Singapore
$13.4M
5
Two Sigma Investments
Two Sigma Investments
New York
$2.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
601
FLP Wealth Management
Arkansas
$197K +$197K +2,120 New
PA
602
Parallel Advisors
California
$191K +$10.5K +113 +6%
VHAM
603
Van Hulzen Asset Management
California
$181K +$181K +1,956 New
HIIFS
604
Harel Insurance Investments & Financial Services
Israel
$176K +$111K +1,200 +171%
PFA
605
Pathway Financial Advisers
Indiana
$168K +$93 +1 +0.1%
AW
606
Avion Wealth
Texas
$165K +$150K +1,622 +989%
RIL
607
Rothschild Investment LLC
Illinois
$160K – – –
JFGIW
608
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$143K – – –
CT
609
Coastline Trust
Rhode Island
$140K – – –
WI
610
Wintrust Investments
Illinois
$136K – – –
CA
611
Crewe Advisors
Utah
$130K -$67.4K -727 -34%
BBHC
612
Brown Brothers Harriman & Co
New York
$124K -$76.5K -825 -38%
OC
613
Oakworth Capital
Alabama
$119K +$119K +1,283 New
IWP
614
IAG Wealth Partners
Wisconsin
$113K +$2.78K +30 +3%
PAI
615
Pittenger & Anderson Inc
Nebraska
$111K – – –
MDA
616
Minot DeBlois Advisors
Massachusetts
$105K +$105K +1,135 New
FPB
617
First PREMIER Bank
South Dakota
$99K – – –
CAL
618
Capital Analysts LLC
Pennsylvania
$95K +$20.8K +225 +28%
AWM
619
Avior Wealth Management
Nebraska
$88.6K +$84.8K +915 +2,232%
MCA
620
Maryland Capital Advisors
Maryland
$84K +$84K +906 New
TH
621
TCTC Holdings
Texas
$83.9K – – –
FFL
622
Financial Freedom LLC
Ohio
$82.4K – – –
EWM
623
EPG Wealth Management
Georgia
$78.8K +$463 +5 +0.6%
CT
624
Colonial Trust
South Carolina
$77.5K – – –
FFA
625
Founders Financial Alliance
North Carolina
$77.2K – – –
23 24
25
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