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 %
FHC
651
First Heartland Consultants
Missouri
$1.51K -$32 -366 -2%
TFA
652
Toth Financial Advisory
Virginia
$1.3K – – –
RFG
653
REAP Financial Group
Texas
$433 +$433 +5 New
MA
654
MCF Advisors
Kentucky
$347 – – –
CWA
655
Core Wealth Advisors
Florida
– -$19.3M -214,502 Closed
B
656
Barings
North Carolina
– -$17M -188,768 Closed
DP
657
Denver PWM
Colorado
– -$9.36M -106,990 Closed
KV
658
Kickstand Ventures
New York
– -$7.3M -81,208 Closed
RL
659
Retireful LLC
Michigan
– -$7.03M -78,210 Closed
LNC
660
Lincoln National Corp
Pennsylvania
– -$4.18M -46,503 Closed
Qube Research & Technologies (QRT)
661
Qube Research & Technologies (QRT)
United Kingdom
– -$3.1M -34,537 Closed
CBFP
662
Cedar Brook Financial Partners
Ohio
– -$2.28M -25,352 Closed
HIC
663
Hartline Investment Corp
Illinois
– -$2.13M -23,656 Closed
CIC
664
Carnegie Investment Counsel
Ohio
– -$1.97M -21,891 Closed
CAG
665
Csenge Advisory Group
Florida
– -$1.61M -17,893 Closed
Millennium Management
666
Millennium Management
New York
– -$1.49M -16,585 Closed
NCFG
667
New Century Financial Group
New Jersey
– -$1.39M -15,511 Closed
QC
668
Quadrature Capital
United Kingdom
– -$1.32M -14,731 Closed
AL
669
Aspiriant LLC
California
– -$1.21M -13,415 Closed
SSWM
670
Sheets Smith Wealth Management
North Carolina
– -$987K -10,981 Closed
HA
671
Herold Advisors
New York
– -$969K -10,776 Closed
JCM
672
Jacobi Capital Management
Pennsylvania
– -$576K -6,412 Closed
KFGK
673
Keystone Financial Group (Kentucky)
Kentucky
– -$498K -5,540 Closed
LAS
674
Lloyd Advisory Services
Georgia
– -$485K -5,400 Closed
CCM
675
Ciovacco Capital Management
Georgia
– -$446K -4,960 Closed
24 25 26
27
28