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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

255 hedge funds and large institutions have $1.85B invested in VanEck Morningstar Wide Moat ETF in 2020 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 97 increasing their positions, 72 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
255
Holders Change
+29
Holders Change %
+12.83%
% of All Funds
4.52%
Holding in Top 10
24
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+26.32%
% of All Funds
0.43%
New
49
Increased
97
Reduced
72
Closed
16
Calls
$2.73M
Puts
$440K
Net Calls
+$2.29M
Net Calls Change
+$426K

Top Buyers

1
OIA
1
OneDigital Investment Advisors
Kansas
$87.6M
2
Ameriprise
2
Ameriprise
Minnesota
$58M
3
FSA
3
Financial Services Advisory
Maryland
$15.5M
4
Bank of America
4
Bank of America
North Carolina
$272M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$101M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$2.9M
2
KA
2
Kovack Advisors
Florida
$0
3
CWG
3
Cornerstone Wealth Group
North Carolina
$19.3M
4
Truist Financial
4
Truist Financial
North Carolina
$13.5M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TP
76
Tranquility Partners
Tennessee
$2.94M +$119K +1,916 +4%
HCIA
77
Hochman Cole Investment Advisors
Illinois
$2.92M +$66K +1,065 +2%
Goldman Sachs
78
Goldman Sachs
New York
$2.9M -$9.1M -146,688 -76%
Baird Financial Group
79
Baird Financial Group
Wisconsin
$2.7M -$567K -9,140 -17%
FAIM
80
Financial Advocates Investment Management
Washington
$2.7M +$2.7M +43,636 New
AAS
81
Avantax Advisory Services
Texas
$2.68M +$224K +3,620 +9%
SRSA
82
S.R. Schill & Associates
Washington
$2.67M +$772K +12,457 +41%
CSPIA
83
Cary Street Partners Investment Advisory
Virginia
$2.57M +$809K +13,047 +46%
SFS
84
Sowell Financial Services
Arkansas
$2.56M +$541K +8,726 +27%
LWP
85
Laurel Wealth Planning
Minnesota
$2.51M +$2.51M +40,452 New
QA
86
Quantitative Advantage
Minnesota
$2.4M +$2.4M +38,710 New
CC
87
Claybrook Capital
Massachusetts
$2.37M – – –
MCM
88
Mengis Capital Management
Oregon
$2.33M +$292K +4,715 +14%
Susquehanna International Group
89
Susquehanna International Group
Pennsylvania
$2.3M +$1.12M +18,020 +94%
AWA
90
Acorn Wealth Advisors
Michigan
$2.15M +$640K +10,320 +42%
OC
91
Oppenheimer & Co
New York
$2.13M +$13.7K +221 +0.6%
GIA
92
Gladstone Institutional Advisory
Florida
$1.98M +$199K +3,214 +11%
US Bancorp
93
US Bancorp
Minnesota
$1.93M – – –
AWM
94
AE Wealth Management
Kansas
$1.93M +$1.44M +23,158 +293%
LFF
95
Level Four Financial
Texas
$1.91M +$1.91M +30,740 New
SS
96
Simplicity Solutions
Minnesota
$1.86M +$1.46M +23,525 +361%
FC
97
Ferris Capital
Massachusetts
$1.79M +$1.79M +28,785 New
SAM
98
Summit Asset Management
Tennessee
$1.75M +$140K +2,265 +9%
APA
99
American Portfolios Advisors
New York
$1.74M +$125K +2,022 +8%
SG
100
StoneX Group
New York
$1.72M +$111K +1,792 +7%
2 3
4
5 6