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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 %
IIA
651
IPG Investment Advisors
California
– -$346K -4,080 Closed
SCA
652
Snowden Capital Advisors
New York
– -$336K -3,955 Closed
EWA
653
Evolution Wealth Advisors
Florida
– -$283K -3,335 Closed
Jane Street
654
Jane Street
New York
– -$254K -2,994 Closed
CB
655
Commerce Bank
Missouri
– -$221K -2,600 Closed
MWM
656
Maripau Wealth Management
Indiana
– -$214K -2,526 Closed
GHAM
657
Gilman Hill Asset Management
Connecticut
– -$212K -2,500 Closed
IA
658
IFG Advisory
Georgia
– -$208K -2,447 Closed
SS
659
Sunbelt Securities
Texas
– -$123K -1,444 Closed
TWM
660
Tradition Wealth Management
Minnesota
– -$113K -1,326 Closed
LF
661
Lee Financial
Texas
– -$106K -1,253 Closed
BTI
662
Blue Trust Inc
Georgia
– -$88K -1,166 Closed
CTC
663
Central Trust Company
Missouri
– -$97.6K -1,150 Closed
WTG
664
West Tower Group
Virginia
– -$82.1K -967 Closed
CG
665
Cutler Group
California
– -$67K -800 Closed
First Manhattan
666
First Manhattan
New York
– -$49.1K -578 Closed
DAC
667
Dividend Assets Capital
South Carolina
– -$42K -489 Closed
EPW
668
Evergreen Private Wealth
Colorado
– -$19.1K -225 Closed
LFA
669
Livelsberger Financial Advisory
Ohio
– -$15.2K -179 Closed
FP
670
Financial Perspectives
Minnesota
– -$12.7K -150 Closed
TWC
671
TD Waterhouse Canada
Ontario, Canada
– -$11.8K -142 Closed
CTA
672
Colonial Trust Advisors
South Carolina
– -$6.79K -80 Closed
NB
673
NBT Bank
New York
– -$5.26K -62 Closed
GI
674
Gradient Investments
Minnesota
– -$5.18K -61 Closed
OP
675
ORG Partners
Indiana
– -$3.11K -36 Closed
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