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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

519 hedge funds and large institutions have $5.8B invested in VanEck Morningstar Wide Moat ETF in 2023 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 255 increasing their positions, 109 reducing their positions, and 26 closing their positions.

Holders
519
Holders Change
+62
Holders Change %
+13.57%
% of All Funds
8.28%
Holding in Top 10
83
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+23.88%
% of All Funds
1.32%
New
94
Increased
255
Reduced
109
Closed
26
Calls
$1.8M
Puts
$910K
Net Calls
+$887K
Net Calls Change
-$10.9M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$514M
2
Bank of America
2
Bank of America
North Carolina
$540M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$132M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$146M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$45.6M

Top Sellers

1
SC
1
Soundwatch Capital
Connecticut
$474K
2
EWA
2
EP Wealth Advisors
California
$653K
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$155M
4
PP
4
Prudential plc
United Kingdom
$489K
5
PCM
5
Piedmont Capital Management
Montana
$5.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
51
Cetera Advisor Networks
California
$24.5M +$13.5M +177,762 +122%
OCM
52
One Capital Management
California
$24.3M -$2.34M -30,898 -9%
PS
53
Planned Solutions
California
$22.6M +$492K +6,488 +2%
PAWA
54
Palo Alto Wealth Advisors
California
$22.6M +$883K +11,648 +4%
SAM
55
Summit Asset Management
Tennessee
$21.3M +$450K +5,940 +2%
BAM
56
Beaumont Asset Management
Texas
$21.1M +$1.44M +18,925 +7%
VWA
57
Visionary Wealth Advisors
Illinois
$21.1M +$3M +39,590 +17%
MML Investors Services
58
MML Investors Services
Massachusetts
$20.7M +$7.14M +94,087 +53%
SI
59
Stephens Inc
Arkansas
$19.1M +$3.2M +42,180 +20%
Cerity Partners
60
Cerity Partners
New York
$18.4M -$5.71M -75,346 -24%
SPC
61
Sigma Planning Corp
Michigan
$18.2M +$3.71M +48,875 +26%
Truist Financial
62
Truist Financial
North Carolina
$18.1M +$5.15M +67,913 +40%
VWM
63
Valley Wealth Managers
New Jersey
$17.7M +$17.7M +233,906 New
MCM
64
MAI Capital Management
Ohio
$17.1M +$7.89M +103,969 +85%
AWM
65
Activest Wealth Management
Florida
$17M +$17M +224,322 New
SAF
66
Smith Anglin Financial
Texas
$17M -$705K -9,302 -4%
FDCDDQ
67
Federation des caisses Desjardins du Quebec
Quebec, Canada
$15.5M +$7.01M +92,497 +82%
CWA
68
Core Wealth Advisors
Florida
$15.5M +$1.49M +19,595 +11%
LC
69
Legacy CG
Texas
$15.4M +$15.4M +203,058 New
PWM
70
Provident Wealth Management
Tennessee
$14.1M -$267K -3,523 -2%
RC
71
Roundview Capital
New Jersey
$13.8M +$2.06M +27,102 +18%
BFA
72
Beaumont Financial Advisors
Massachusetts
$13.6M -$345K -4,543 -2%
KAS
73
Kestra Advisory Services
Texas
$13.3M +$4.22M +55,669 +46%
WP
74
WealthPLAN Partners
Nebraska
$13.2M +$2.63M +34,706 +25%
SWP
75
Stratos Wealth Partners
Ohio
$13.2M +$1.51M +19,845 +13%
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3
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