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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

374 hedge funds and large institutions have $4.25B invested in VanEck Morningstar Wide Moat ETF in 2022 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 159 increasing their positions, 122 reducing their positions, and 24 closing their positions.

Holders
374
Holders Change
+24
Holders Change %
+6.86%
% of All Funds
6.03%
Holding in Top 10
50
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+16.28%
% of All Funds
0.81%
New
56
Increased
159
Reduced
122
Closed
24
Calls
$29.9M
Puts
$247K
Net Calls
+$29.7M
Net Calls Change
+$29.4M

Top Buyers

1
TWM
1
Tanager Wealth Management
United Kingdom
$18.3M
2
Cerity Partners
2
Cerity Partners
New York
$19.2M
3
RJA
3
Raymond James & Associates
Florida
$135M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$42.7M
5
SFBLI
5
Southern Farm Bureau Life Insurance
Mississippi
$40.7M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$143M
2
OIA
2
OneDigital Investment Advisors
Kansas
$80M
3
AWA
3
Arete Wealth Advisors
Illinois
$1.01B
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$160M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$22.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
51
Summit Asset Management
Tennessee
$16.6M +$1.93M +29,667 +13%
PI
52
PFS Investments
Georgia
$15.9M +$82.2K +1,267 +0.5%
SAF
53
Smith Anglin Financial
Texas
$15.7M -$573K -8,826 -4%
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$15.6M +$601K +9,263 +4%
Janney Montgomery Scott
55
Janney Montgomery Scott
Pennsylvania
$13.4M +$2.54M +39,167 +23%
LFAS
56
Level Four Advisory Services
Texas
$13.2M -$1.6M -24,585 -11%
PWM
57
Provident Wealth Management
Tennessee
$12.9M -$26.7K -411 -0.2%
FSA
58
Financial Sense Advisors
California
$12.2M +$4.85M +74,643 +66%
SI
59
Stephens Inc
Arkansas
$11.7M +$1.53M +23,611 +15%
DC
60
Davenport & Co
Virginia
$11.5M -$300K -4,618 -3%
VWA
61
Visionary Wealth Advisors
Illinois
$10.8M -$1.17K -18 -0%
DAS
62
Dynamic Advisor Solutions
Arizona
$10.4M -$2.73K -42 -0%
DC
63
Darrow Company
Massachusetts
$10.4M +$184K +2,827 +2%
MML Investors Services
64
MML Investors Services
Massachusetts
$10.2M +$43.2K +666 +0.4%
Truist Financial
65
Truist Financial
North Carolina
$10M +$549K +8,458 +6%
CAN
66
Cetera Advisor Networks
California
$9.96M +$6.08M +93,626 +156%
SPIA
67
Steward Partners Investment Advisory
New York
$9.52M -$296K -4,556 -3%
AIP
68
Ahrens Investment Partners
Louisiana
$9.47M +$3.61M +55,544 +62%
UFA
69
US Financial Advisors
Massachusetts
$8.81M +$191K +2,936 +2%
AA
70
Apriem Advisors
California
$8.73M -$21.2K -326 -0.2%
ES
71
Eagle Strategies
New York
$8.61M -$20.3K -312 -0.2%
AOG
72
Alpha Omega Group
Virginia
$8.33M +$332K +5,117 +4%
SEEDPG
73
S.E.E.D. Planning Group
New York
$8.08M +$1.32M +20,310 +20%
Creative Planning
74
Creative Planning
Kansas
$7.9M +$4.21M +64,887 +114%
SPC
75
Sigma Planning Corp
Michigan
$7.7M -$103K -1,580 -1%
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3
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