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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

303 hedge funds and large institutions have $2.85B invested in VanEck Morningstar Wide Moat ETF in 2021 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 157 increasing their positions, 47 reducing their positions, and 16 closing their positions.

Holders
303
Holders Change
+24
Holders Change %
+8.6%
% of All Funds
5.29%
Holding in Top 10
34
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+17.24%
% of All Funds
0.59%
New
43
Increased
157
Reduced
47
Closed
16
Calls
$491K
Puts
$526K
Net Calls
-$35K
Net Calls Change
+$720K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$400M
2
MCM
2
Mainstay Capital Management
Michigan
$66.2M
3
SWA
3
SFMG Wealth Advisors
Texas
$39.3M
4
Ameriprise
4
Ameriprise
Minnesota
$94.5M
5
LPL Financial
5
LPL Financial
California
$145M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$2.07M
2
TC
2
Trilogy Capital
California
$0
3
BC
3
Barnett & Company
Tennessee
$1.98M
4
FC
4
Ferris Capital
Massachusetts
$0
5
FTUS
5
Flow Traders U.S.
New York
$1.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPA
76
Sentinel Pension Advisors
Massachusetts
$5.56M +$5.56M +75,004 New
SPC
77
Sigma Planning Corp
Michigan
$5.44M +$453K +6,112 +9%
RC
78
Roundview Capital
New Jersey
$5.42M +$897K +12,112 +20%
US Bancorp
79
US Bancorp
Minnesota
$5.17M -$911K -12,307 -15%
OC
80
Oppenheimer & Co
New York
$4.92M +$840K +11,339 +21%
Creative Planning
81
Creative Planning
Kansas
$4.9M +$117K +1,580 +2%
BRWA
82
B. Riley Wealth Advisors
Florida
$4.83M +$158K +2,130 +3%
PAG
83
Private Advisor Group
New Jersey
$4.43M +$503K +6,786 +13%
IF
84
IRON Financial
Illinois
$4.37M -$163K -2,206 -4%
BPA
85
Beacon Pointe Advisors
California
$4.36M – – –
SRSA
86
S.R. Schill & Associates
Washington
$4.35M +$122K +1,645 +3%
CWM
87
Cornerstone Wealth Management
Missouri
$4.17M +$174K +2,352 +4%
AI
88
Atria Investments
North Carolina
$4.1M -$1.04M -14,061 -20%
IA
89
IFP Advisors
Florida
$4M +$61.2K +826 +2%
FPGK
90
Financial Partners Group (Kansas)
Kansas
$3.97M +$39.2K +529 +1%
HCIA
91
Hochman Cole Investment Advisors
Illinois
$3.77M +$168K +2,264 +5%
TCM
92
Triumph Capital Management
Colorado
$3.75M +$3.75M +50,253 New
Baird Financial Group
93
Baird Financial Group
Wisconsin
$3.75M +$24.8K +335 +0.7%
FAIM
94
Financial Advocates Investment Management
Washington
$3.63M +$80.6K +1,089 +2%
TP
95
Tranquility Partners
Tennessee
$3.57M +$40.9K +552 +1%
Betterment LLC
96
Betterment LLC
New York
$3.56M +$3.56M +48,089 New
CWG
97
Cornerstone Wealth Group
North Carolina
$3.52M +$202K +2,769 +6%
AWA
98
Acorn Wealth Advisors
Michigan
$3.41M +$216K +2,916 +7%
MCM
99
Mengis Capital Management
Oregon
$3.39M +$298K +4,025 +10%
KAS
100
Kestra Advisory Services
Texas
$3.2M -$14.7K -198 -0.5%
2 3
4
5 6