MOAT icon

VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

668 hedge funds and large institutions have $9.52B invested in VanEck Morningstar Wide Moat ETF in 2024 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 275 increasing their positions, 224 reducing their positions, and 37 closing their positions.

Holders
668
Holders Change
+14
Holders Change %
+2.14%
% of All Funds
9.66%
Holding in Top 10
104
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+11.83%
% of All Funds
1.5%
New
60
Increased
275
Reduced
224
Closed
37
Calls
$3.05M
Puts
$727K
Net Calls
+$2.33M
Net Calls Change
+$240K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$764M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$47.9M
3
AAS
3
Avantax Advisory Services
Texas
$71.3M
4
RWA
4
Redhawk Wealth Advisors
Minnesota
$30.7M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$40.7M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$787M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$74.1M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$216M
4
PAG
4
Private Advisor Group
New Jersey
$54.3M
5
UBS Group
5
UBS Group
Switzerland
$186M
Name Market Value Shares Shares
Change 		Shares
Change %
SI
51
Stephens Inc
Arkansas
$39.7M 409,727 +10,902 +3%
SFA
52
Sequoia Financial Advisors
Ohio
$36.1M 372,027 -19,973 -5%
HG
53
Harbor Group
New Hampshire
$35.7M 368,450 +7,371 +2%
SAM
54
Summit Asset Management
Tennessee
$34.1M 352,020 +17,935 +5%
EWA
55
EP Wealth Advisors
California
$33.7M 347,904 +8,711 +3%
GCM
56
G2 Capital Management
Ohio
$33.7M 347,360 +1,094 +0.3%
Cerity Partners
57
Cerity Partners
New York
$33.4M 344,107 -13,799 -4%
TF
58
Tompkins Financial
New York
$33.1M 341,424 -2,736 -0.8%
Two Sigma Investments
59
Two Sigma Investments
New York
$32.8M 337,900 +134,900 +66%
RWA
60
Redhawk Wealth Advisors
Minnesota
$30.7M 316,668 +313,912 +11,390%
PAWA
61
Palo Alto Wealth Advisors
California
$30.2M 311,240 -6,531 -2%
LFAS
62
Level Four Advisory Services
Texas
$30.1M 319,683 +30,933 +11%
SPIA
63
Steward Partners Investment Advisory
New York
$29.8M 307,209 -3,399 -1%
BFA
64
Beaumont Financial Advisors
Massachusetts
$29.6M 305,709 +1,960 +0.6%
GWM
65
Geneos Wealth Management
Colorado
$29.6M 305,495 -1,982 -0.6%
SMG
66
Smart Money Group
Texas
$29.6M 314,085 -13,192 -4%
PS
67
Planned Solutions
California
$28.8M 297,069 +2,310 +0.8%
BAM
68
Beaumont Asset Management
Texas
$26.5M 272,980 -5,803 -2%
VWA
69
Visionary Wealth Advisors
Illinois
$25.6M 263,809 -18,375 -7%
MWM
70
MinichMacGregor Wealth Management
New York
$25.4M 262,192 -12,143 -4%
SA
71
Sanctuary Advisors
Indiana
$24.4M 250,742 +92,917 +59%
MML Investors Services
72
MML Investors Services
Massachusetts
$24.3M 250,947 +10 +0%
SWP
73
Stratos Wealth Partners
Ohio
$24.2M 249,631 +521 +0.2%
BMM
74
Berkshire Money Management
Massachusetts
$24M 247,853 +11,766 +5%
Janney Montgomery Scott
75
Janney Montgomery Scott
Pennsylvania
$23.8M 245,575 +20,708 +9%
1 2
3
4 5