MOAT icon

VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

342 hedge funds and large institutions have $3B invested in VanEck Morningstar Wide Moat ETF in 2022 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 148 increasing their positions, 100 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
342
Holders Change
-4
Holders Change %
-1.16%
% of All Funds
5.78%
Holding in Top 10
44
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8.33%
% of All Funds
0.74%
New
39
Increased
148
Reduced
100
Closed
39
Calls
$773K
Puts
–
Net Calls
+$773K
Net Calls Change
+$1.11M

Top Buyers

1
SFBLI
1
Southern Farm Bureau Life Insurance
Mississippi
$25.8M
2
APCM
2
Alaska Permanent Capital Management
Alaska
$23.1M
3
RJA
3
Raymond James & Associates
Florida
$116M
4
AWA
4
Alaska Wealth Advisors
Alaska
$10.6M
5
LPL Financial
5
LPL Financial
California
$164M

Top Sellers

1
GM
1
GeoWealth Management
Illinois
$0
2
AIP
2
Almanack Investment Partners
Pennsylvania
$1.18M
3
Bank of America
3
Bank of America
North Carolina
$374M
4
Morgan Stanley
4
Morgan Stanley
New York
$297M
5
FSA
5
Financial Services Advisory
Maryland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
76
JPMorgan Chase & Co
New York
$5.98M -$412K -6,460 -6%
DP
77
Denver PWM
Colorado
$5.96M +$53K +824 +0.9%
BAWC
78
Boyce & Associates Wealth Consulting
Texas
$5.89M +$5.89M +92,416 New
BFA
79
Buttonwood Financial Advisors
Maryland
$5.77M +$1.55M +24,385 +37%
SFS
80
Sowell Financial Services
Arkansas
$5.75M +$5.75M +147,306 New
MCM
81
MAI Capital Management
Ohio
$5.75M -$285K -4,466 -5%
Cerity Partners
82
Cerity Partners
New York
$5.49M – – –
SEEDPG
83
S.E.E.D. Planning Group
New York
$5.39M +$2.53M +39,710 +89%
Rockefeller Capital Management
84
Rockefeller Capital Management
New York
$5.37M -$35.7K -561 -0.7%
OC
85
Oppenheimer & Co
New York
$5.35M -$23.6K -370 -0.4%
FS
86
Ferguson Shapiro
Georgia
$5.34M -$226K -3,543 -4%
LWP
87
Laurel Wealth Planning
Minnesota
$4.82M +$1.32M +20,657 +38%
Baird Financial Group
88
Baird Financial Group
Wisconsin
$4.79M -$360K -5,648 -7%
PFS
89
Prospera Financial Services
Texas
$4.59M +$1.36M +21,359 +42%
KSWA
90
Kathleen S. Wright Associates
Pennsylvania
$4.59M +$274K +4,297 +6%
FA
91
Fermata Advisors
California
$4.54M -$1.01M -15,923 -18%
IA
92
IFP Advisors
Florida
$4.31M – – –
FFWM
93
Future Financial Wealth Management
Ohio
$4.2M – – –
PWP
94
Pursue Wealth Partners
California
$4.18M – – –
DWM
95
Doyle Wealth Management
Florida
$4.17M +$2.24M +35,145 +116%
CW
96
Connectus Wealth
Ohio
$3.93M +$3.93M +61,573 New
CWM
97
Cornerstone Wealth Management
Missouri
$3.81M +$106K +1,661 +3%
FPGK
98
Financial Partners Group (Kansas)
Kansas
$3.8M +$42.3K +663 +1%
TP
99
Tranquility Partners
Tennessee
$3.7M +$272K +4,269 +8%
AWS
100
Atria Wealth Solutions
New York
$3.6M +$1.02M +16,068 +40%
2 3
4
5 6