MOAT icon

VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

255 hedge funds and large institutions have $1.85B invested in VanEck Morningstar Wide Moat ETF in 2020 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 97 increasing their positions, 72 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
255
Holders Change
+29
Holders Change %
+12.83%
% of All Funds
4.52%
Holding in Top 10
24
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+26.32%
% of All Funds
0.43%
New
49
Increased
97
Reduced
72
Closed
16
Calls
$2.73M
Puts
$440K
Net Calls
+$2.29M
Net Calls Change
+$426K

Top Buyers

1
OIA
1
OneDigital Investment Advisors
Kansas
$87.6M
2
Ameriprise
2
Ameriprise
Minnesota
$58M
3
FSA
3
Financial Services Advisory
Maryland
$15.5M
4
Bank of America
4
Bank of America
North Carolina
$272M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$101M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$2.9M
2
KA
2
Kovack Advisors
Florida
$0
3
CWG
3
Cornerstone Wealth Group
North Carolina
$19.3M
4
Truist Financial
4
Truist Financial
North Carolina
$13.5M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
51
Apexium Financial
Texas
$6.8M -$2.48K -40 -0%
LWM
52
Lionsbridge Wealth Management
Florida
$6.8M +$150K +2,427 +2%
FI
53
FormulaFolio Investments
Michigan
$6.8M +$6.8M +109,670 New
AIP
54
Ahrens Investment Partners
Louisiana
$6.6M -$468K -7,546 -7%
FDCDDQ
55
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.31M -$360K -5,805 -5%
DP
56
Denver PWM
Colorado
$6.26M +$222K +3,628 +4%
LFAS
57
Level Four Advisory Services
Texas
$6.23M +$155K +2,498 +3%
Citigroup
58
Citigroup
New York
$6.17M +$139K +2,239 +2%
Stifel Financial
59
Stifel Financial
Missouri
$6.08M -$104K -1,675 -2%
Cerity Partners
60
Cerity Partners
New York
$5.45M – – –
BC
61
Barnett & Company
Tennessee
$5.41M -$17.6K -284 -0.3%
SEEDPG
62
S.E.E.D. Planning Group
New York
$4.72M -$137K -2,212 -3%
SPIA
63
Steward Partners Investment Advisory
New York
$4.44M -$321K -5,183 -7%
SPC
64
Sigma Planning Corp
Michigan
$4.21M -$86.7K -1,398 -2%
ACS
65
Archford Capital Strategies
Illinois
$4.18M +$318K +4,970 +8%
KAS
66
Kestra Advisory Services
Texas
$4.11M +$1.54M +24,905 +60%
PAG
67
Private Advisor Group
New Jersey
$4.08M +$12.4K +200 +0.3%
Janney Montgomery Scott
68
Janney Montgomery Scott
Pennsylvania
$4.06M +$178K +2,879 +5%
AI
69
Atria Investments
North Carolina
$3.78M -$139K -2,244 -4%
RC
70
Roundview Capital
New Jersey
$3.61M +$831K +13,405 +30%
PA
71
Prism Advisors
California
$3.57M -$63.5K -1,024 -2%
IWM
72
IHT Wealth Management
Illinois
$3.53M +$97.3K +1,570 +3%
FPGK
73
Financial Partners Group (Kansas)
Kansas
$3.39M -$340K -5,275 -9%
FFA
74
First Foundation Advisors
California
$3.16M +$1.01M +16,239 +47%
IA
75
IFP Advisors
Florida
$3.07M +$78.1K +1,259 +3%
1 2
3
4 5