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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.

New
Increased
Maintained
Reduced
Closed
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 %
SSB
651
Sandy Spring Bank
Maryland
$33.4K – – –
BL
652
BFSG LLC
California
$33.4K +$33.4K +360 New
PMFA
653
Plante Moran Financial Advisors
Michigan
$29.9K – – –
GM
654
GeoWealth Management
Illinois
$29.6K -$10M -108,134 -100%
PK
655
Pflug Koory
Nebraska
$28.7K – – –
GGI
656
Godsey & Gibb Inc
Virginia
$28.2K – – –
Bessemer Group
657
Bessemer Group
New Jersey
$28K – – –
KTC
658
Kentucky Trust Company
Kentucky
$27.8K +$27.8K +300 New
TSMHT
659
Thurston Springer Miller Herd & Titak
Indiana
$27.8K – – –
CAS
660
Coppell Advisory Solutions
Texas
$26.5K +$4.07K +44 +18%
HFM
661
Hartford Financial Management
Connecticut
$26.1K – – –
EDRH
662
Edmond de Rothschild Holding
Switzerland
$25.7K – – –
KWM
663
Kiker Wealth Management
Georgia
$25.3K +$25.3K +273 New
BCM
664
Basso Capital Management
Connecticut
$25K – – –
PWA
665
Physician Wealth Advisors
Utah
$24.7K +$24.7K +266 New
VanEck Associates
666
VanEck Associates
New York
$22K +$10.4K +114 +90%
RWM
667
Rialto Wealth Management
New York
$21.7K +$21.7K +234 New
TFGT
668
TS Financial Group (TSFG)
Illinois
$20K – – –
CTWM
669
Cherry Tree Wealth Management
Minnesota
$19.4K – – –
GSWM
670
Golden State Wealth Management
California
$18.9K +$18.9K +204 New
AAP
671
Arax Advisory Partners
Colorado
$18.8K +$186 +2 +1%
GTAM
672
Global Trust Asset Management
Florida
$18.5K – – –
HCM
673
Hollencrest Capital Management
California
$18.5K – – –
RMP
674
Richards, Merrill & Peterson
Washington
$18.5K +$18.5K +200 New
AWM
675
Angeles Wealth Management
California
$18K +$18K +194 New
25 26
27
28 29