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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 %
CAM
676
Creekmur Asset Management
Illinois
$15.3K – – –
LDB
677
Lee, Danner & Bass
Tennessee
$14.4K +$14.4K +155 New
MIA
678
Milestone Investment Advisors
Wisconsin
$13.4K – – –
HCP
679
Hexagon Capital Partners
Arkansas
$11.5K – – –
CFGS
680
Concourse Financial Group Securities
Alabama
$9.64K -$17K -178 -64%
RCM
681
Raleigh Capital Management
North Carolina
$9.4K +$93 +1 +1%
VWM
682
Venturi Wealth Management
Texas
$8.95K -$76.5K -821 -90%
BSB
683
Bangor Savings Bank
Maine
$8.72K – – –
BNP Paribas Financial Markets
684
BNP Paribas Financial Markets
France
$8.53K -$29.5K -318 -78%
TAM
685
Tucker Asset Management
Colorado
$8.16K +$1.95K +21 +31%
EWP
686
Elevation Wealth Partners
California
$7.88K – – –
AIC
687
Archer Investment Corporation
Indiana
$7.7K – – –
NP
688
NorthRock Partners
Minnesota
$7.42K -$101K -1,090 -93%
KBFS
689
Kohmann Bosshard Financial Services
Ohio
$6.95K +$6.95K +75 New
KA
690
Kozak & Associates
Colorado
$6.76K +$6.76K +73 New
ITIM
691
Indiana Trust & Investment Management
Indiana
$6.68K – – –
PA
692
Pineridge Advisors
Missouri
$5.73K +$92 +1 +2%
SS
693
SBI Securities
Japan
$5.66K +$5.66K +61 New
WT
694
Whittier Trust
California
$5.19K +$5.19K +56 New
VWM
695
Valley Wealth Managers
New Jersey
$5.16K -$10.4K -113 -67%
RWPA
696
Richard W. Paul & Associates
Michigan
$4.64K – – –
GIA
697
GHP Investment Advisors
Colorado
$4.17K +$4.17K +45 New
MA
698
MCF Advisors
Kentucky
$3.52K – – –
NMG
699
New Millennium Group
Utah
$2.87K – – –
EWA
700
EverSource Wealth Advisors
Alabama
$1.9K – – –
26 27
28
29 30