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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 %
Q1WB
701
Quest 10 Wealth Builders
Virginia
$1.3K +$1.3K +14 New
OFG
702
Oxford Financial Group
Indiana
$1.02K – – –
NS
703
NBC Securities
Alabama
$526 -$607K -5,774 -100%
RFG
704
REAP Financial Group
Texas
$464 – – –
AllianceBernstein
705
AllianceBernstein
Tennessee
– -$47.9M -494,131 Closed
DA
706
Drake & Associates
Wisconsin
– -$23M -237,341 Closed
DAS
707
Dynamic Advisor Solutions
Arizona
– -$19.1M -197,121 Closed
PP
708
Prudential plc
United Kingdom
– -$9.7M -100,000 Closed
Two Sigma Advisers
709
Two Sigma Advisers
New York
– -$7.26M -74,900 Closed
CSPIA
710
Cary Street Partners Investment Advisory
Virginia
– -$5.41M -55,779 Closed
UWM
711
USAdvisors Wealth Management
Minnesota
– -$5M -51,627 Closed
WA
712
Win Advisors
Florida
– -$4.24M -43,782 Closed
D.E. Shaw & Co
713
D.E. Shaw & Co
New York
– -$3.84M -39,615 Closed
FTUS
714
Flow Traders U.S.
New York
– -$2.7M -27,893 Closed
GS
715
GTS Securities
New York
– -$1.94M -19,989 Closed
MSFS
716
Main Street Financial Solutions
Pennsylvania
– -$1.74M -17,943 Closed
Marshall Wace
717
Marshall Wace
United Kingdom
– -$1.51M -15,580 Closed
LAM
718
Lifestyle Asset Management
Texas
– -$1.47M -15,170 Closed
HF
719
HRT Financial
New York
– -$1.39M -14,291 Closed
HVP
720
Hudson Value Partners
Florida
– -$1.32M -13,609 Closed
BFWM
721
Bright Futures Wealth Management
New York
– -$922K -9,645 Closed
HSBC Holdings
722
HSBC Holdings
United Kingdom
– -$834K -8,605 Closed
PFA
723
Petra Financial Advisors
Colorado
– -$809K -8,346 Closed
BWP
724
Balboa Wealth Partners
Arizona
– -$786K -8,104 Closed
ZIG
725
Zurich Insurance Group
Switzerland
– -$744K -7,748 Closed
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