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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.

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 %
EWP
651
Elevation Wealth Partners
California
$8.24K – – –
AIC
652
Archer Investment Corporation
Indiana
$8.05K – – –
ITIM
653
Indiana Trust & Investment Management
Indiana
$6.98K – – –
TAM
654
Tucker Asset Management
Colorado
$6.5K -$22.2K -229 -77%
CPG
655
Cornerstone Planning Group
New Jersey
$6.03K – – –
PA
656
Pineridge Advisors
Missouri
$5.91K -$29.1K -300 -83%
RWPA
657
Richard W. Paul & Associates
Michigan
$4.85K – – –
CHA
658
Carmichael Hill & Associates
Maryland
$4.17K – – –
HGERS
659
Householder Group Estate & Retirement Specialist
Arizona
$4K +$4K +50 New
AWM
660
Avior Wealth Management
Nebraska
$3.97K -$11.7K -121 -75%
MA
661
MCF Advisors
Kentucky
$3.69K +$3.3K +34 +850%
DRS
662
Deane Retirement Strategies
Louisiana
$3.2K +$3.2K +33 New
NMG
663
New Millennium Group
Utah
$3.01K – – –
CCM
664
Chilton Capital Management
Texas
$2.13K – – –
EWA
665
EverSource Wealth Advisors
Alabama
$1.96K – – –
HIA
666
Harbor Investment Advisory
Maryland
$1.75K – – –
OFG
667
Oxford Financial Group
Indiana
$1.07K -$10.3K -106 -91%
RFG
668
REAP Financial Group
Texas
$485 – – –
Goldman Sachs
669
Goldman Sachs
New York
– -$7.85M -90,643 Closed
PFT
670
Providence First Trust
Arizona
– -$3.97M -45,845 Closed
ARC
671
Advisor Resource Council
Texas
– -$3.76M -43,372 Closed
SW
672
Simplicity Wealth
New Jersey
– -$1.52M -17,542 Closed
BFG
673
Bleakley Financial Group
New Jersey
– -$1.27M -14,675 Closed
KCFA
674
Key Client Fiduciary Advisors
New Jersey
– -$1.15M -13,258 Closed
LC
675
Legacy CG
Texas
– -$845K -9,751 Closed
25 26
27
28 29