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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.

Holders
704
Holders Change
+36
Holders Change %
+5.39%
% of All Funds
9.38%
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
1
Mesirow Financial Investment Management
Illinois
$325M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$63.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$819M
4
B
4
Barings
North Carolina
$24.2M
5
AAS
5
Avantax Advisory Services
Texas
$80.7M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$676M
2
MIS
2
Morningstar Investment Services
Illinois
$9.5M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$0
4
OCBCO
4
Oversea-Chinese Banking Corp (OCBC)
Singapore
$13.4M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$2.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
GI
626
GAMMA Investing
California
$71.9K +$71.9K +775 New
TC
627
Truvestments Capital
Florida
$68.8K +$1.86K +20 +3%
S
628
SignatureFD
Georgia
$64.9K – – –
GWS
629
Glassman Wealth Services
Virginia
$64.1K +$5.29K +57 +9%
EF
630
Empowered Funds
Pennsylvania
$63.9K +$63.9K +689 New
MIFH
631
Migdal Insurance & Financial Holdings
Israel
$61K – – –
CA
632
Centerpoint Advisors
Massachusetts
$57K – – –
Barclays
633
Barclays
United Kingdom
$56K – – –
CA
634
Clearstead Advisors
Ohio
$55.6K – – –
Fifth Third Bancorp
635
Fifth Third Bancorp
Ohio
$53.9K – – –
BA
636
Bellwether Advisors
Nebraska
$52.8K +$52.8K +569 New
SIS
637
Sound Income Strategies
Florida
$49.5K – – –
CA
638
Continuum Advisory
Idaho
$49.2K – – –
CT
639
Clearstead Trust
Maine
$46.5K – – –
CIA
640
Cape Investment Advisory
Georgia
$46.2K – – –
CFB
641
Cullen/Frost Bankers
Texas
$45.2K +$648 +7 +1%
Russell Investments Group
642
Russell Investments Group
United Kingdom
$44.9K – – –
FG
643
Fairman Group
Pennsylvania
$44K – – –
T
644
Transce3nd
Texas
$43.9K +$43.9K +473 New
YDMI
645
Y.D. More Investments
Israel
$41.7K – – –
HNB
646
Hilltop National Bank
Wyoming
$41.7K – – –
AA
647
Addison Advisors
Vermont
$37.6K – – –
SL
648
Salomon & Ludwin
Virginia
$37.1K – – –
PFP
649
Pinnacle Financial Partners
Tennessee
$36.2K – – –
HNB
650
Huntington National Bank
Ohio
$35.4K -$164K – –
24 25
26
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