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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.

New
Increased
Maintained
Reduced
Closed
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 %
PK
626
Pflug Koory
Nebraska
$30K +$30K +309 New
GGI
627
Godsey & Gibb Inc
Virginia
$29.5K – – –
TSMHT
628
Thurston Springer Miller Herd & Titak
Indiana
$29.1K – – –
Bessemer Group
629
Bessemer Group
New Jersey
$29K +$15.6K +161 +116%
HFM
630
Hartford Financial Management
Connecticut
$27.2K +$3.3K +34 +14%
CFGS
631
Concourse Financial Group Securities
Alabama
$27K +$1.94K +20 +8%
EDRH
632
Edmond de Rothschild Holding
Switzerland
$26.9K +$26.9K +277 New
BCM
633
Basso Capital Management
Connecticut
$26.2K – – –
CAS
634
Coppell Advisory Solutions
Texas
$23.4K -$1.74K -18 -7%
TFGT
635
TS Financial Group (TSFG)
Illinois
$21K – – –
CTWM
636
Cherry Tree Wealth Management
Minnesota
$20.3K – – –
GTAM
637
Global Trust Asset Management
Florida
$19.4K – – –
HCM
638
Hollencrest Capital Management
California
$19.4K – – –
AAP
639
Arax Advisory Partners
Colorado
$19.4K – – –
VWM
640
Valley Wealth Managers
New Jersey
$16.4K -$15.5M -160,667 -100%
CAM
641
Creekmur Asset Management
Illinois
$16K – – –
HR
642
Howe & Rusling
New York
$16K +$16K +165 New
BF
643
BOK Financial
Oklahoma
$15.9K -$3.63K -38 -19%
AW
644
Avion Wealth
Texas
$15K – – –
MIA
645
Milestone Investment Advisors
Wisconsin
$14.1K – – –
HCP
646
Hexagon Capital Partners
Arkansas
$12K – – –
VanEck Associates
647
VanEck Associates
New York
$12K -$1.13K -12 -9%
CPA
648
Clear Point Advisors
New York
$10K – – –
RCM
649
Raleigh Capital Management
North Carolina
$9.7K – – –
BSB
650
Bangor Savings Bank
Maine
$9.11K +$9.11K +94 New
24 25
26
27 28