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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

632 hedge funds and large institutions have $8.88B invested in VanEck Morningstar Wide Moat ETF in 2024 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 313 increasing their positions, 160 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
632
Holders Change
+16
Holders Change %
+2.6%
% of All Funds
9.16%
Holding in Top 10
96
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.05%
% of All Funds
1.39%
New
75
Increased
313
Reduced
160
Closed
50
Calls
$3.96M
Puts
$2.04M
Net Calls
+$1.92M
Net Calls Change
-$826K

Top Buyers

1
MIS
1
Morningstar Investment Services
Illinois
$64.7M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$58.9M
3
FFA
3
First Foundation Advisors
California
$91.6M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$292M
5
Bank of America
5
Bank of America
North Carolina
$794M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$782M
2
PP
2
Prudential plc
United Kingdom
$2.48M
3
GM
3
GeoWealth Management
Illinois
$218K
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$138M
5
AWM
5
AE Wealth Management
Kansas
$428K
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
76
Stratos Wealth Partners
Ohio
$21.5M +$4.13M +45,916 +24%
RWA
77
Redhawk Wealth Advisors
Minnesota
$21.4M +$8.35M +92,928 +64%
RC
78
Roundview Capital
New Jersey
$20.9M +$1.44M +16,010 +7%
DC
79
Davenport & Co
Virginia
$20.9M +$5.31M +59,100 +34%
DA
80
Drake & Associates
Wisconsin
$20.5M +$1.1M +12,248 +6%
PFS
81
Prospera Financial Services
Texas
$20.4M +$3.68M +40,942 +22%
BMM
82
Berkshire Money Management
Massachusetts
$20.4M +$7.67M +85,353 +60%
VWM
83
Valley Wealth Managers
New Jersey
$20.2M -$1.65M -18,340 -8%
AF
84
Allworth Financial
California
$19.7M +$6.11M +67,969 +45%
RWG
85
Ratio Wealth Group
Colorado
$19.6M +$1.34M +14,957 +7%
HTIM
86
Harbour Trust & Investment Management
Indiana
$19.4M +$665K +7,393 +4%
CWA
87
Core Wealth Advisors
Florida
$19.3M +$586K +6,519 +3%
AWS
88
Aspen Wealth Strategies
Colorado
$19.1M +$757K +8,419 +4%
TC
89
TAP Consulting
Missouri
$19M +$9.71M +108,006 +105%
KPWS
90
Kestra Private Wealth Services
Texas
$18.8M +$9.07M +100,873 +93%
FDCDDQ
91
Federation des caisses Desjardins du Quebec
Quebec, Canada
$18.4M +$102K +1,138 +0.6%
BFA
92
Buttonwood Financial Advisors
Maryland
$17.5M +$830K +9,229 +5%
Truist Financial
93
Truist Financial
North Carolina
$17.5M -$3.83M -42,561 -18%
DAS
94
Dynamic Advisor Solutions
Arizona
$17M +$1.55M +17,237 +10%
EFG
95
Ethos Financial Group
Pennsylvania
$17M +$38.1K +424 +0.2%
SAF
96
Smith Anglin Financial
Texas
$17M -$1.33M -14,847 -7%
B
97
Barings
North Carolina
$17M +$8.11M +90,167 +91%
PAMG
98
Patton Albertson Miller Group
Tennessee
$16.9M +$5.03M +55,906 +42%
WAP
99
Wealthcare Advisory Partners
Pennsylvania
$16.4M +$1.94M +21,617 +13%
PWM
100
Provident Wealth Management
Tennessee
$16M -$476K -5,300 -3%
2 3
4
5 6