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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

307 hedge funds and large institutions have $2.93B invested in VanEck Morningstar Wide Moat ETF in 2021 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 156 increasing their positions, 60 reducing their positions, and 28 closing their positions.

Holders
307
Holders Change
+4
Holders Change %
+1.32%
% of All Funds
5.39%
Holding in Top 10
34
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.6%
New
40
Increased
156
Reduced
60
Closed
28
Calls
$4.38M
Puts
$408K
Net Calls
+$3.97M
Net Calls Change
+$4.01M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$423M
2
Ameriprise
2
Ameriprise
Minnesota
$112M
3
AIP
3
Almanack Investment Partners
Pennsylvania
$15.1M
4
FFC
4
Fure Financial Corporation
Minnesota
$13.3M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$45.9M

Top Sellers

1
MCM
1
Mainstay Capital Management
Michigan
$0
2
PP
2
Prudential plc
United Kingdom
$825K
3
BCI
3
Brinker Capital Investments
Pennsylvania
$2.52M
4
Citigroup
4
Citigroup
New York
$5.12M
5
WP
5
WealthPLAN Partners
Nebraska
$27.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
RC
76
Roundview Capital
New Jersey
$5.79M +$431K +5,883 +8%
SPC
77
Sigma Planning Corp
Michigan
$5.72M +$340K +4,642 +6%
AI
78
Atria Investments
North Carolina
$5.63M +$1.57M +21,479 +39%
Mirae Asset Global Investments
79
Mirae Asset Global Investments
South Korea
$5.42M +$5.42M +74,000 New
LPT
80
Legacy Private Trust
Wisconsin
$5.37M +$2.21M +30,236 +70%
AGA
81
Accuvest Global Advisors
Utah
$5.3M +$2.46M +33,585 +87%
WWM
82
WJ Wealth Management
Arizona
$5.17M +$5.17M +70,564 New
OC
83
Oppenheimer & Co
New York
$5.14M +$269K +3,667 +6%
Citigroup
84
Citigroup
New York
$5.12M -$5.73M -78,294 -53%
Wealth Enhancement Advisory Services
85
Wealth Enhancement Advisory Services
Minnesota
$4.9M +$4.9M +64,559 New
IA
86
IFP Advisors
Florida
$4.57M +$606K +8,244 +15%
SRSA
87
S.R. Schill & Associates
Washington
$4.39M +$87.6K +1,196 +2%
CWM
88
Cornerstone Wealth Management
Missouri
$4.33M +$211K +2,879 +5%
BPA
89
Beacon Pointe Advisors
California
$4.32M +$7.55K +103 +0.2%
IWM
90
IHT Wealth Management
Illinois
$4.22M -$3.39M -46,237 -45%
Susquehanna International Group
91
Susquehanna International Group
Pennsylvania
$4.22M +$1.98M +26,994 +88%
HCIA
92
Hochman Cole Investment Advisors
Illinois
$4.12M +$399K +5,444 +11%
FAIM
93
Financial Advocates Investment Management
Washington
$4.11M +$522K +7,131 +15%
FPGK
94
Financial Partners Group (Kansas)
Kansas
$3.99M +$67.5K +922 +2%
IF
95
IRON Financial
Illinois
$3.91M -$407K -5,551 -9%
Creative Planning
96
Creative Planning
Kansas
$3.88M -$968K -13,213 -20%
TCM
97
Triumph Capital Management
Colorado
$3.75M +$73K +996 +2%
TP
98
Tranquility Partners
Tennessee
$3.74M +$215K +2,931 +6%
CWG
99
Cornerstone Wealth Group
North Carolina
$3.62M +$93.1K +1,271 +3%
Baird Financial Group
100
Baird Financial Group
Wisconsin
$3.59M -$115K -1,572 -3%
2 3
4
5 6