MOAT icon

VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

378 hedge funds and large institutions have $3.82B invested in VanEck Morningstar Wide Moat ETF in 2023 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 146 increasing their positions, 129 reducing their positions, and 31 closing their positions.

Holders
378
Holders Change
+4
Holders Change %
+1.07%
% of All Funds
6.05%
Holding in Top 10
55
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+10%
% of All Funds
0.88%
New
44
Increased
146
Reduced
129
Closed
31
Calls
$85M
Puts
$244K
Net Calls
+$84.8M
Net Calls Change
+$55.1M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$281M
2
Morgan Stanley
2
Morgan Stanley
New York
$362M
3
PCM
3
Piedmont Capital Management
Montana
$21.8M
4
PP
4
Prudential plc
United Kingdom
$65.1M
5
SFBLI
5
Southern Farm Bureau Life Insurance
Mississippi
$57.8M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$379M
2
WIM
2
WealthPlan Investment Management
Nebraska
$6.41M
3
FSA
3
Financial Sense Advisors
California
$0
4
RJA
4
Raymond James & Associates
Florida
$142M
5
AWM
5
Activest Wealth Management
Florida
$14.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
RC
76
Roundview Capital
New Jersey
$8.39M +$733K +9,927 +10%
FDCDDQ
77
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.29M -$127K -1,724 -2%
SPC
78
Sigma Planning Corp
Michigan
$8.13M -$633K -8,572 -7%
ZIG
79
Zurich Insurance Group
Switzerland
$8.1M – – –
MCM
80
MAI Capital Management
Ohio
$8.08M +$642K +8,698 +9%
ACS
81
Archford Capital Strategies
Illinois
$7.66M +$463K +6,397 +6%
OPS
82
Orion Portfolio Solutions
Nebraska
$7.09M +$3.28M +44,419 +86%
BCI
83
Brinker Capital Investments
Pennsylvania
$7.09M +$5.73M +77,673 +422%
KSWA
84
Kathleen S. Wright Associates
Pennsylvania
$6.93M -$43.4K -588 -0.6%
JPMorgan Chase & Co
85
JPMorgan Chase & Co
New York
$6.81M +$4.87K +66 +0.1%
PFS
86
Prospera Financial Services
Texas
$6.77M -$1.3M -17,640 -16%
DP
87
Denver PWM
Colorado
$6.75M -$47.2K -642 -0.7%
OC
88
Oppenheimer & Co
New York
$6.72M +$556K +7,535 +9%
Corient Private Wealth
89
Corient Private Wealth
Florida
$6.61M +$433K +5,864 +7%
WIM
90
WealthPlan Investment Management
Nebraska
$6.41M -$12.5M -168,739 -66%
FS
91
Ferguson Shapiro
Georgia
$6.41M -$21.4K -290 -0.3%
CJFS
92
Coulter & Justus Financial Services
Tennessee
$6.12M -$256K -3,464 -4%
LWP
93
Laurel Wealth Planning
Minnesota
$6.12M +$571K +7,738 +10%
Mariner
94
Mariner
Kansas
$5.9M -$1.92M -26,051 -25%
NAM
95
NorthCrest Asset Manangement
Minnesota
$5.73M +$5.73M +77,626 New
GFG
96
Goldstone Financial Group
Illinois
$5.57M +$5.57M +75,444 New
EBSAM
97
Eubel Brady & Suttman Asset Management
Ohio
$5.51M +$691K +9,360 +14%
GVAG
98
Great Valley Advisor Group
Delaware
$5.37M +$1.59M +21,558 +42%
IA
99
IFP Advisors
Florida
$5.24M -$89K -2,075 -2%
CA
100
Cornerstone Advisory
Maryland
$5.04M +$401K +5,433 +9%
2 3
4
5 6