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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

457 hedge funds and large institutions have $5.28B invested in VanEck Morningstar Wide Moat ETF in 2023 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 207 increasing their positions, 95 reducing their positions, and 16 closing their positions.

Holders
457
Holders Change
+79
Holders Change %
+20.9%
% of All Funds
7.21%
Holding in Top 10
67
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+21.82%
% of All Funds
1.06%
New
101
Increased
207
Reduced
95
Closed
16
Calls
$14.4M
Puts
$2.68M
Net Calls
+$11.8M
Net Calls Change
-$73M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$406M
2
Bank of America
2
Bank of America
North Carolina
$489M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$103M
4
Morgan Stanley
4
Morgan Stanley
New York
$450M
5
OWP
5
Obermeyer Wealth Partners
Colorado
$45.8M

Top Sellers

1
AWM
1
Activest Wealth Management
Florida
$0
2
PP
2
Prudential plc
United Kingdom
$56.8M
3
OIA
3
OneDigital Investment Advisors
Kansas
$80.2M
4
CWM
4
Cornerstone Wealth Management
Missouri
$835K
5
WP
5
WealthPLAN Partners
Nebraska
$11.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
76
Cetera Advisor Networks
California
$11.6M -$773K -9,685 -6%
ZIG
77
Zurich Insurance Group
Switzerland
$11.6M +$2.49M +30,501 +27%
SPIA
78
Steward Partners Investment Advisory
New York
$11.6M -$459K -5,747 -4%
OPS
79
Orion Portfolio Solutions
Nebraska
$11.5M +$3.87M +48,470 +50%
BCI
80
Brinker Capital Investments
Pennsylvania
$11.5M +$3.87M +48,470 +50%
IA
81
IFP Advisors
Florida
$11.4M +$1.65M +20,720 +17%
BFA
82
Buttonwood Financial Advisors
Maryland
$11.4M +$1.39M +17,390 +14%
WP
83
WealthPLAN Partners
Nebraska
$11.1M -$2.37M -29,734 -18%
SEEDPG
84
S.E.E.D. Planning Group
New York
$11M +$251K +3,144 +2%
Mariner
85
Mariner
Kansas
$10.9M +$4.51M +56,536 +71%
AA
86
Apriem Advisors
California
$10.9M +$201K +2,517 +2%
ES
87
Eagle Strategies
New York
$10.8M -$890K -11,158 -8%
NA
88
NewEdge Advisors
Louisiana
$10.7M +$10.2M +127,588 +1,840%
UFA
89
US Financial Advisors
Massachusetts
$10.6M -$587K -7,359 -5%
Creative Planning
90
Creative Planning
Kansas
$10.5M +$314K +3,931 +3%
AWM
91
AE Wealth Management
Kansas
$10.4M +$8.18M +102,465 +364%
PSCM
92
Per Stirling Capital Management
Texas
$10.4M +$10.4M +130,582 New
AOG
93
Alpha Omega Group
Virginia
$10.1M +$28.9K +362 +0.3%
MCM
94
MAI Capital Management
Ohio
$9.75M +$1.02M +12,764 +12%
KAS
95
Kestra Advisory Services
Texas
$9.57M +$6.23M +78,140 +187%
FDCDDQ
96
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.97M +$6.3K +79 +0.1%
OBWG
97
Onyx Bridge Wealth Group
New York
$8.9M +$8.9M +111,563 New
ACS
98
Archford Capital Strategies
Illinois
$8.84M +$115K +1,395 +1%
DCM
99
Davidson Capital Management
Texas
$8.78M +$8.78M +110,048 New
Aberdeen Group
100
Aberdeen Group
United Kingdom
$8.32M +$8.32M +104,226 New
2 3
4
5 6