MOAT icon

VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

279 hedge funds and large institutions have $2.37B invested in VanEck Morningstar Wide Moat ETF in 2021 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 120 increasing their positions, 66 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
279
Holders Change
+24
Holders Change %
+9.41%
% of All Funds
4.91%
Holding in Top 10
29
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+20.83%
% of All Funds
0.51%
New
42
Increased
120
Reduced
66
Closed
16
Calls
$374K
Puts
$1.13M
Net Calls
-$755K
Net Calls Change
-$3.04M

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$57.4M
2
LPL Financial
2
LPL Financial
California
$117M
3
Morgan Stanley
3
Morgan Stanley
New York
$279M
4
QA
4
Quantitative Advantage
Minnesota
$21.7M
5
Bank of America
5
Bank of America
North Carolina
$322M

Top Sellers

1
CWG
1
Cornerstone Wealth Group
North Carolina
$3.27M
2
AWE
2
Avidian Wealth Enterprises
Texas
$0
3
FI
3
FormulaFolio Investments
Michigan
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$13M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$3.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFS
76
Sowell Financial Services
Arkansas
$4.49M +$1.49M +20,425 +50%
Creative Planning
77
Creative Planning
Kansas
$4.48M +$3.99M +57,642 +828%
BRWA
78
B. Riley Wealth Advisors
Florida
$4.37M +$2.52M +36,303 +135%
IF
79
IRON Financial
Illinois
$4.24M -$3.92M -56,612 -48%
RC
80
Roundview Capital
New Jersey
$4.23M +$200K +2,884 +5%
BPA
81
Beacon Pointe Advisors
California
$4.08M +$4.08M +58,925 New
PA
82
Prism Advisors
California
$4M +$2.63K +38 +0.1%
SRSA
83
S.R. Schill & Associates
Washington
$3.95M +$968K +13,980 +32%
OC
84
Oppenheimer & Co
New York
$3.82M +$1.44M +20,826 +61%
CWM
85
Cornerstone Wealth Management
Missouri
$3.73M +$2.84M +41,004 +318%
IWM
86
IHT Wealth Management
Illinois
$3.68M -$265K -3,826 -7%
IA
87
IFP Advisors
Florida
$3.68M +$252K +3,634 +7%
PAG
88
Private Advisor Group
New Jersey
$3.68M -$881K -12,718 -19%
FPGK
89
Financial Partners Group (Kansas)
Kansas
$3.67M +$29.4K +425 +0.8%
Barclays
90
Barclays
United Kingdom
$3.61M +$3.61M +52,037 New
Baird Financial Group
91
Baird Financial Group
Wisconsin
$3.49M +$468K +6,762 +16%
FFA
92
First Foundation Advisors
California
$3.46M -$75.6K -1,092 -2%
HCIA
93
Hochman Cole Investment Advisors
Illinois
$3.37M +$107K +1,550 +3%
FAIM
94
Financial Advocates Investment Management
Washington
$3.32M +$294K +4,250 +10%
TP
95
Tranquility Partners
Tennessee
$3.3M +$11.9K +172 +0.4%
CWG
96
Cornerstone Wealth Group
North Carolina
$3.27M -$19.2M -266,002 -85%
Qube Research & Technologies (QRT)
97
Qube Research & Technologies (QRT)
United Kingdom
$3.19M -$5.8M -83,708 -65%
Susquehanna International Group
98
Susquehanna International Group
Pennsylvania
$3.01M +$439K +6,338 +17%
KAS
99
Kestra Advisory Services
Texas
$3.01M -$1.6M -23,070 -35%
AWA
100
Acorn Wealth Advisors
Michigan
$2.99M +$589K +8,500 +25%
2 3
4
5 6