MOAT icon

VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

654 hedge funds and large institutions have $8.36B invested in VanEck Morningstar Wide Moat ETF in 2024 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 270 increasing their positions, 210 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
654
Holders Change
+22
Holders Change %
+3.48%
% of All Funds
9.51%
Holding in Top 10
93
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.13%
% of All Funds
1.35%
New
74
Increased
270
Reduced
210
Closed
42
Calls
$2.56M
Puts
$468K
Net Calls
+$2.09M
Net Calls Change
+$172K

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$82M
2
BCM
2
Brookstone Capital Management
Illinois
$88.5M
3
AAS
3
Avantax Advisory Services
Texas
$29.5M
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$19.6M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$17.6M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$65.3M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$89.9M
3
DCM
3
Davidson Capital Management
Texas
$20.2M
4
Bank of America
4
Bank of America
North Carolina
$740M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$3.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
AW
626
Avion Wealth
Texas
$14K +$14K +164 New
MIA
627
Milestone Investment Advisors
Wisconsin
$12.6K +$12.6K +145 New
VanEck Associates
628
VanEck Associates
New York
$12K -$33.8K -392 -74%
Bessemer Group
629
Bessemer Group
New Jersey
$12K +$12K +139 New
TWP
630
Triad Wealth Partners
Kansas
$11.6K +$11.6K +134 New
HCP
631
Hexagon Capital Partners
Arkansas
$10.7K +$10.7K +124 New
OFG
632
Oxford Financial Group
Indiana
$10.1K +$10.1K +117 New
IRC
633
Investors Research Corp
Georgia
$10K +$10K +116 New
HFA
634
Hershey Financial Advisers
Pennsylvania
$9.53K +$9.53K +110 New
CPA
635
Clear Point Advisors
New York
$8.94K – – –
RCM
636
Raleigh Capital Management
North Carolina
$8.66K +$8.66K +100 New
EC
637
EdgeRock Capital
Colorado
$8.57K +$8.57K +99 New
EWP
638
Elevation Wealth Partners
California
$7.36K – – –
AIC
639
Archer Investment Corporation
Indiana
$7.19K – – –
ITIM
640
Indiana Trust & Investment Management
Indiana
$6.24K – – –
CPG
641
Cornerstone Planning Group
New Jersey
$5.5K -$2.62K -30 -32%
RWPA
642
Richard W. Paul & Associates
Michigan
$4.33K -$106K -1,223 -96%
CHA
643
Carmichael Hill & Associates
Maryland
$3.73K – – –
LWANC
644
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.19K +$3.19K +37 New
NMG
645
New Millennium Group
Utah
$2.69K +$2.69K +31 New
CWC
646
Carolinas Wealth Consulting
North Carolina
$2.6K -$134K -1,544 -98%
VAMG
647
Voisard Asset Management Group
Michigan
$2.43K +$2.43K +28 New
CCM
648
Chilton Capital Management
Texas
$1.91K – – –
EWA
649
EverSource Wealth Advisors
Alabama
$1.84K – – –
HIA
650
Harbor Investment Advisory
Maryland
$1.56K +$1.56K +18 New
24 25
26
27 28