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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

616 hedge funds and large institutions have $8.35B invested in VanEck Morningstar Wide Moat ETF in 2023 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 292 increasing their positions, 132 reducing their positions, and 30 closing their positions.

Holders
616
Holders Change
+97
Holders Change %
+18.69%
% of All Funds
9.03%
Holding in Top 10
95
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+14.46%
% of All Funds
1.39%
New
131
Increased
292
Reduced
132
Closed
30
Calls
$3.24M
Puts
$501K
Net Calls
+$2.74M
Net Calls Change
+$1.85M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.31B
2
MFIM
2
Mesirow Financial Investment Management
Illinois
$191M
3
LPL Financial
3
LPL Financial
California
$593M
4
Bank of America
4
Bank of America
North Carolina
$720M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$245M

Top Sellers

1
TI
1
TTP Investments
California
$30M
2
OCM
2
One Capital Management
California
$279K
3
SIS
3
Strategic Investment Solutions
Illinois
$919K
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$146M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$131M
Name Holding Trade Value Shares
Change 		Shares
Change %
GM
76
GeoWealth Management
Illinois
$17.8M +$17.5M +205,979 +5,965%
HTIM
77
Harbour Trust & Investment Management
Indiana
$17.7M +$17.7M +208,757 New
CWA
78
Core Wealth Advisors
Florida
$17.7M +$281K +3,310 +2%
AWS
79
Aspen Wealth Strategies
Colorado
$17.3M +$16.4M +193,710 +1,824%
SAF
80
Smith Anglin Financial
Texas
$17.3M -$1.7M -20,082 -9%
FDCDDQ
81
Federation des caisses Desjardins du Quebec
Quebec, Canada
$17.3M -$115K -1,354 -0.7%
RWG
82
Ratio Wealth Group
Colorado
$17.2M +$17.2M +202,850 New
SWP
83
Stratos Wealth Partners
Ohio
$16.4M +$1.59M +18,770 +11%
EFG
84
Ethos Financial Group
Pennsylvania
$16.1M +$3.56M +41,982 +29%
PFS
85
Prospera Financial Services
Texas
$15.8M +$3.4M +40,004 +27%
BFA
86
Buttonwood Financial Advisors
Maryland
$15.8M +$2.3M +27,104 +17%
PWM
87
Provident Wealth Management
Tennessee
$15.6M -$176K -2,077 -1%
KAS
88
Kestra Advisory Services
Texas
$15.5M +$595K +7,013 +4%
WP
89
WealthPLAN Partners
Nebraska
$15.3M +$487K +5,743 +3%
DC
90
Davenport & Co
Virginia
$14.7M +$908K +10,699 +7%
NA
91
NewEdge Advisors
Louisiana
$14.5M +$900K +10,653 +7%
DAS
92
Dynamic Advisor Solutions
Arizona
$14.3M +$300K +3,619 +2%
SPIA
93
Steward Partners Investment Advisory
New York
$14.3M +$919K +10,829 +7%
Citigroup
94
Citigroup
New York
$14.2M +$2.15M +25,340 +18%
DC
95
Darrow Company
Massachusetts
$13.9M +$405K +4,771 +3%
Aberdeen Group
96
Aberdeen Group
United Kingdom
$13.7M +$3.05M +35,904 +29%
WAP
97
Wealthcare Advisory Partners
Pennsylvania
$13.7M +$3.22M +37,973 +31%
EWA
98
EP Wealth Advisors
California
$13.5M +$12.8M +150,806 +1,750%
AF
99
Allworth Financial
California
$12.8M -$163K -1,916 -1%
CF
100
Centaurus Financial
California
$12.8M +$11.5M +135,247 +862%
2 3
4
5 6