MOAT icon

VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

704 hedge funds and large institutions have $9.1B invested in VanEck Morningstar Wide Moat ETF in 2024 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 294 increasing their positions, 217 reducing their positions, and 44 closing their positions.

Holders
704
Holders Change
+36
Holders Change %
+5.39%
% of All Funds
9.38%
Holding in Top 10
102
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.92%
% of All Funds
1.36%
New
93
Increased
294
Reduced
217
Closed
44
Calls
$2.55M
Puts
$668K
Net Calls
+$1.88M
Net Calls Change
-$445K

Top Buyers

1
MFIM
1
Mesirow Financial Investment Management
Illinois
$325M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$63.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$819M
4
B
4
Barings
North Carolina
$24.2M
5
AAS
5
Avantax Advisory Services
Texas
$80.7M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$676M
2
MIS
2
Morningstar Investment Services
Illinois
$9.5M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$0
4
OCBCO
4
Oversea-Chinese Banking Corp (OCBC)
Singapore
$13.4M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$2.22M
Name Market Value Shares Shares
Change 		Shares
Change %
Cerity Partners
51
Cerity Partners
New York
$31.9M 344,539 +432 +0.1%
TF
52
Tompkins Financial
New York
$31.7M 342,045 +621 +0.2%
EWA
53
EP Wealth Advisors
California
$31.2M 336,389 -11,515 -3%
GWM
54
Geneos Wealth Management
Colorado
$30.9M 333,695 +28,200 +9%
LFAS
55
Level Four Advisory Services
Texas
$30.9M 332,704 +13,021 +4%
RWA
56
Redhawk Wealth Advisors
Minnesota
$30.6M 329,488 +12,820 +4%
SMG
57
Smart Money Group
Texas
$29.7M 320,797 +6,712 +2%
PAWA
58
Palo Alto Wealth Advisors
California
$28.4M 306,674 -4,566 -1%
SPIA
59
Steward Partners Investment Advisory
New York
$28.4M 305,871 -1,338 -0.4%
PS
60
Planned Solutions
California
$27.1M 292,121 -4,948 -2%
BFA
61
Beaumont Financial Advisors
Massachusetts
$25.4M 273,979 -31,730 -10%
VWS
62
Virtus Wealth Solutions
New Jersey
$25.3M 272,452 +272,452 New
MWM
63
MinichMacGregor Wealth Management
New York
$25.1M 270,157 +7,965 +3%
BAM
64
Beaumont Asset Management
Texas
$25M 269,598 -3,382 -1%
MML Investors Services
65
MML Investors Services
Massachusetts
$24.9M 268,443 +17,496 +7%
B
66
Barings
North Carolina
$24.2M 260,441 +140,113 +116%
SA
67
Sanctuary Advisors
Indiana
$24.1M 250,703 -39 -0%
VWA
68
Visionary Wealth Advisors
Illinois
$24M 259,230 -4,579 -2%
BFA
69
Buttonwood Financial Advisors
Maryland
$23.7M 255,997 +12,119 +5%
Janney Montgomery Scott
70
Janney Montgomery Scott
Pennsylvania
$23.6M 254,560 +8,985 +4%
BMM
71
Berkshire Money Management
Massachusetts
$23.2M 249,746 +1,893 +0.8%
AWM
72
Activest Wealth Management
Florida
$23.1M 249,052 +12,918 +5%
AA
73
Ancora Advisors
Ohio
$22.6M 244,248 +12,508 +5%
EFG
74
Ethos Financial Group
Pennsylvania
$22.1M 238,063 +19,457 +9%
SWM
75
SK Wealth Management
Rhode Island
$22M 237,596 +100 +0%
1 2
3
4 5