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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

374 hedge funds and large institutions have $4.25B invested in VanEck Morningstar Wide Moat ETF in 2022 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 159 increasing their positions, 122 reducing their positions, and 24 closing their positions.

Holders
374
Holders Change
+24
Holders Change %
+6.86%
% of All Funds
6.03%
Holding in Top 10
50
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+16.28%
% of All Funds
0.81%
New
56
Increased
159
Reduced
122
Closed
24
Calls
$29.9M
Puts
$247K
Net Calls
+$29.7M
Net Calls Change
+$29.4M

Top Buyers

1
TWM
1
Tanager Wealth Management
United Kingdom
$18.3M
2
Cerity Partners
2
Cerity Partners
New York
$19.2M
3
RJA
3
Raymond James & Associates
Florida
$135M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$42.7M
5
SFBLI
5
Southern Farm Bureau Life Insurance
Mississippi
$40.7M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$143M
2
OIA
2
OneDigital Investment Advisors
Kansas
$80M
3
AWA
3
Arete Wealth Advisors
Illinois
$1.01B
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$160M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$22.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFA
76
Buttonwood Financial Advisors
Maryland
$7.69M +$100K +1,548 +1%
FDCDDQ
77
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.4M -$66.6K -1,026 -0.9%
PFS
78
Prospera Financial Services
Texas
$7.1M +$3.15M +48,505 +80%
Mariner
79
Mariner
Kansas
$6.88M +$5.7M +87,821 +484%
RC
80
Roundview Capital
New Jersey
$6.73M -$664K -10,237 -9%
GWM
81
Geneos Wealth Management
Colorado
$6.61M -$242K -3,731 -4%
ZIG
82
Zurich Insurance Group
Switzerland
$6.59M -$572K -9,625 -8%
MCM
83
MAI Capital Management
Ohio
$6.53M +$346K +5,323 +6%
ACS
84
Archford Capital Strategies
Illinois
$6.45M +$137K +2,107 +2%
SWP
85
Stratos Wealth Partners
Ohio
$6.43M +$2.51M +38,742 +64%
KSWA
86
Kathleen S. Wright Associates
Pennsylvania
$6.13M +$800K +12,327 +15%
DP
87
Denver PWM
Colorado
$5.99M +$110K +1,696 +2%
JPMorgan Chase & Co
88
JPMorgan Chase & Co
New York
$5.99M +$137K +2,110 +2%
FS
89
Ferguson Shapiro
Georgia
$5.65M +$224K +3,457 +4%
CJFS
90
Coulter & Justus Financial Services
Tennessee
$5.61M -$1.34M -20,719 -19%
Corient Private Wealth
91
Corient Private Wealth
Florida
$5.43M +$5.43M +83,692 New
OC
92
Oppenheimer & Co
New York
$5.42M -$392K -6,037 -7%
IA
93
IFP Advisors
Florida
$5.37M +$767K +17,728 +17%
BAWC
94
Boyce & Associates Wealth Consulting
Texas
$5.16M -$117K -1,798 -2%
LWP
95
Laurel Wealth Planning
Minnesota
$4.88M +$32.5K +501 +0.7%
JPMPWA
96
J.P. Morgan Private Wealth Advisors
California
$4.3M +$2.42M +37,256 +129%
FPGK
97
Financial Partners Group (Kansas)
Kansas
$4.26M +$36.1K +490 +0.9%
EBSAM
98
Eubel Brady & Suttman Asset Management
Ohio
$4.24M -$35.8K -552 -0.8%
PWP
99
Pursue Wealth Partners
California
$4.19M -$658K -10,139 -14%
JIP
100
Jaffetilchin Investment Partners
Florida
$4.16M +$4.16M +64,158 New
2 3
4
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