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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 %
CHA
626
Carmichael Hill & Associates
Maryland
$3.87K – – –
Russell Investments Group
627
Russell Investments Group
United Kingdom
$3.78K +$3.78K +42 New
CCM
628
Chilton Capital Management
Texas
$1.98K +$1.98K +22 New
EWA
629
EverSource Wealth Advisors
Alabama
$1.72K -$1.38K -16 -44%
TFA
630
Toth Financial Advisory
Virginia
$1.35K +$1.35K +15 New
MA
631
MCF Advisors
Kentucky
$360 -$9.99K -111 -97%
CJFS
632
Coulter & Justus Financial Services
Tennessee
– -$6.5M -76,619 Closed
AIM
633
Avanda Investment Management
Singapore
– -$5.9M -69,500 Closed
WA
634
Win Advisors
Florida
– -$5.8M -68,303 Closed
AC
635
AlphaCore Capital
California
– -$5.65M -66,584 Closed
Susquehanna International Group
636
Susquehanna International Group
Pennsylvania
– -$4.78M -56,302 Closed
PM
637
Parametrica Management
Hong Kong
– -$2.35M -27,723 Closed
Goldman Sachs
638
Goldman Sachs
New York
– -$2.3M -27,099 Closed
CS
639
Credit Suisse
Switzerland
– -$2.23M -26,240 Closed
MSAM
640
Moloney Securities Asset Management
Missouri
– -$2.02M -23,826 Closed
WWM
641
WJ Wealth Management
Arizona
– -$1.92M -22,675 Closed
SAG
642
SageView Advisory Group
California
– -$1.71M -20,104 Closed
MWM
643
Meridian Wealth Management
Kentucky
– -$1.38M -16,290 Closed
SC
644
Soundwatch Capital
Connecticut
– -$882K -10,215 Closed
PFA
645
Petra Financial Advisors
Colorado
– -$785K -9,249 Closed
Manulife (Manufacturers Life Insurance)
646
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$516K -6,079 Closed
Fisher Asset Management
647
Fisher Asset Management
Washington
– -$442K -5,213 Closed
LCWP
648
Legacy Capital Wealth Partners
Arkansas
– -$440K -5,186 Closed
CCM
649
Crabel Capital Management
California
– -$423K -4,984 Closed
BCM
650
Bayesian Capital Management
New York
– -$359K -4,231 Closed
24 25
26
27 28