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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

378 hedge funds and large institutions have $3.82B invested in VanEck Morningstar Wide Moat ETF in 2023 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 146 increasing their positions, 129 reducing their positions, and 31 closing their positions.

Holders
378
Holders Change
+4
Holders Change %
+1.07%
% of All Funds
6.05%
Holding in Top 10
55
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+10%
% of All Funds
0.88%
New
44
Increased
146
Reduced
129
Closed
31
Calls
$85M
Puts
$244K
Net Calls
+$84.8M
Net Calls Change
+$55.1M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$281M
2
Morgan Stanley
2
Morgan Stanley
New York
$362M
3
PCM
3
Piedmont Capital Management
Montana
$21.8M
4
PP
4
Prudential plc
United Kingdom
$65.1M
5
SFBLI
5
Southern Farm Bureau Life Insurance
Mississippi
$57.8M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$379M
2
WIM
2
WealthPlan Investment Management
Nebraska
$6.41M
3
FSA
3
Financial Sense Advisors
California
$0
4
RJA
4
Raymond James & Associates
Florida
$142M
5
AWM
5
Activest Wealth Management
Florida
$14.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PI
51
PFS Investments
Georgia
$17.2M -$641K -8,802 -4%
LFAS
52
Level Four Advisory Services
Texas
$15.4M +$368K +4,989 +2%
AWM
53
Activest Wealth Management
Florida
$14.7M -$9.98M -136,729 -40%
PWM
54
Provident Wealth Management
Tennessee
$14.6M -$27.5K -373 -0.2%
SI
55
Stephens Inc
Arkansas
$14M +$698K +9,450 +5%
GWM
56
Geneos Wealth Management
Colorado
$12.6M +$5.06M +68,500 +67%
SMG
57
Smart Money Group
Texas
$12.6M +$12.6M +168,306 New
WP
58
WealthPLAN Partners
Nebraska
$12.5M -$6.38M -86,425 -34%
Truist Financial
59
Truist Financial
North Carolina
$12.4M +$1.02M +13,859 +9%
DC
60
Darrow Company
Massachusetts
$12.2M +$429K +5,805 +4%
VWA
61
Visionary Wealth Advisors
Illinois
$12.1M -$115K -1,557 -0.9%
DAS
62
Dynamic Advisor Solutions
Arizona
$12M +$87.6K +1,186 +0.7%
Janney Montgomery Scott
63
Janney Montgomery Scott
Pennsylvania
$11.7M -$3.55M -48,087 -23%
CAN
64
Cetera Advisor Networks
California
$11.5M +$140K +1,898 +1%
DC
65
Davenport & Co
Virginia
$11.4M -$1.59M -21,499 -12%
SPIA
66
Steward Partners Investment Advisory
New York
$11.1M +$286K +3,869 +3%
ES
67
Eagle Strategies
New York
$10.8M +$1.03M +13,988 +11%
UFA
68
US Financial Advisors
Massachusetts
$10.4M +$354K +4,798 +4%
SEEDPG
69
S.E.E.D. Planning Group
New York
$9.9M +$715K +9,678 +8%
AA
70
Apriem Advisors
California
$9.88M -$45.6K -617 -0.5%
AIP
71
Ahrens Investment Partners
Louisiana
$9.65M -$1.12M -15,170 -10%
Creative Planning
72
Creative Planning
Kansas
$9.47M +$484K +6,559 +5%
AOG
73
Alpha Omega Group
Virginia
$9.36M -$113K -1,535 -1%
BFA
74
Buttonwood Financial Advisors
Maryland
$9.22M +$474K +6,416 +5%
MML Investors Services
75
MML Investors Services
Massachusetts
$9.05M -$2.55M -34,528 -22%
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