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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

519 hedge funds and large institutions have $5.8B invested in VanEck Morningstar Wide Moat ETF in 2023 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 255 increasing their positions, 109 reducing their positions, and 26 closing their positions.

Holders
519
Holders Change
+62
Holders Change %
+13.57%
% of All Funds
8.28%
Holding in Top 10
83
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+23.88%
% of All Funds
1.32%
New
94
Increased
255
Reduced
109
Closed
26
Calls
$1.8M
Puts
$910K
Net Calls
+$887K
Net Calls Change
-$10.9M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$514M
2
Bank of America
2
Bank of America
North Carolina
$540M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$132M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$146M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$45.6M

Top Sellers

1
SC
1
Soundwatch Capital
Connecticut
$474K
2
EWA
2
EP Wealth Advisors
California
$653K
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$155M
4
PP
4
Prudential plc
United Kingdom
$489K
5
PCM
5
Piedmont Capital Management
Montana
$5.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
NEPWA
76
New England Private Wealth Advisors
Massachusetts
$13.2M +$7.22M +95,223 +122%
Janney Montgomery Scott
77
Janney Montgomery Scott
Pennsylvania
$13.1M +$759K +10,014 +6%
DAS
78
Dynamic Advisor Solutions
Arizona
$12.8M +$445K +5,874 +4%
DC
79
Davenport & Co
Virginia
$12.3M +$229K +3,026 +2%
NA
80
NewEdge Advisors
Louisiana
$12.2M +$2.04M +26,916 +20%
DC
81
Darrow Company
Massachusetts
$12.1M -$629K -8,299 -5%
BFA
82
Buttonwood Financial Advisors
Maryland
$12M +$1.23M +16,237 +11%
SPIA
83
Steward Partners Investment Advisory
New York
$11.9M +$944K +12,447 +9%
IA
84
IFP Advisors
Florida
$11.7M +$882K +11,631 +8%
AF
85
Allworth Financial
California
$11.6M -$430K -5,668 -4%
EFG
86
Ethos Financial Group
Pennsylvania
$11.2M +$7.68M +100,915 +218%
PFS
87
Prospera Financial Services
Texas
$11.1M +$3.62M +47,756 +48%
HCA
88
Heck Capital Advisors
Wisconsin
$10.9M -$281K -3,699 -3%
Citigroup
89
Citigroup
New York
$10.7M +$5.54M +73,113 +107%
Mariner
90
Mariner
Kansas
$10.6M +$264K +3,487 +3%
ES
91
Eagle Strategies
New York
$10.6M +$333K +4,386 +3%
ZIG
92
Zurich Insurance Group
Switzerland
$10.6M – – –
OPS
93
Orion Portfolio Solutions
Nebraska
$10.5M -$424K -5,586 -4%
BCI
94
Brinker Capital Investments
Pennsylvania
$10.5M -$424K -5,586 -4%
AA
95
Apriem Advisors
California
$10.5M +$150K +1,978 +1%
UFA
96
US Financial Advisors
Massachusetts
$10.5M +$367K +4,836 +4%
AIP
97
Almanack Investment Partners
Pennsylvania
$9.96M +$8.33M +109,817 +509%
OAJ
98
Ogorek Anthony Joseph
New York
$9.8M +$9.8M +129,155 New
WWM
99
WJ Wealth Management
Arizona
$9.74M +$2.25M +29,620 +30%
AOG
100
Alpha Omega Group
Virginia
$9.67M +$31.8K +419 +0.3%
2 3
4
5 6