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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

255 hedge funds and large institutions have $1.85B invested in VanEck Morningstar Wide Moat ETF in 2020 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 97 increasing their positions, 72 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
255
Holders Change
+29
Holders Change %
+12.83%
% of All Funds
4.52%
Holding in Top 10
24
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+26.32%
% of All Funds
0.43%
New
49
Increased
97
Reduced
72
Closed
16
Calls
$2.73M
Puts
$440K
Net Calls
+$2.29M
Net Calls Change
+$426K

Top Buyers

1
OIA
1
OneDigital Investment Advisors
Kansas
$87.6M
2
Ameriprise
2
Ameriprise
Minnesota
$58M
3
FSA
3
Financial Services Advisory
Maryland
$15.5M
4
Bank of America
4
Bank of America
North Carolina
$272M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$101M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$2.9M
2
KA
2
Kovack Advisors
Florida
$0
3
CWG
3
Cornerstone Wealth Group
North Carolina
$19.3M
4
Truist Financial
4
Truist Financial
North Carolina
$13.5M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PPP
101
Private Portfolio Partners
New Jersey
$1.68M -$21.9K -354 -1%
BRWA
102
B. Riley Wealth Advisors
Florida
$1.66M +$683K +11,012 +70%
CW
103
CreativeOne Wealth
Kansas
$1.56M +$1.56M +25,146 New
Cetera Investment Advisers
104
Cetera Investment Advisers
Illinois
$1.55M +$1.55M +25,009 New
LNC
105
Lincoln National Corp
Pennsylvania
$1.5M +$17.7K +285 +1%
AMC
106
Asset Management Corp
Illinois
$1.45M +$30.2K +471 +2%
BFO
107
Boston Family Office
Massachusetts
$1.44M -$72.4K -1,168 -5%
OLA
108
Oliver Luxxe Assets
New Jersey
$1.44M +$53.9K +841 +4%
BAM
109
Belpointe Asset Management
Nevada
$1.34M +$688K +11,097 +105%
ACA
110
Ascension Capital Advisors
Texas
$1.32M -$35.8K -577 -3%
AAM
111
Ascension Asset Management
New York
$1.32M +$1.32M +21,216 New
PP
112
Prudential plc
United Kingdom
$1.3M -$1.47M -23,700 -53%
PMG
113
ProVise Management Group
Florida
$1.3M -$40.5K -653 -3%
VWA
114
V Wealth Advisors
Kansas
$1.26M +$1.26M +20,297 New
EE
115
EWG Elevate
California
$1.25M -$82K -1,323 -6%
PP
116
Professional Planning
California
$1.25M -$35K -564 -3%
ATC
117
Argent Trust Co
Tennessee
$1.25M +$62K +1,000 +5%
Mirae Asset Global Investments
118
Mirae Asset Global Investments
South Korea
$1.24M – – –
CRWM
119
Castle Rock Wealth Management
California
$1.23M +$610K +9,499 +98%
CPC
120
Cookson Peirce & Co
Pennsylvania
$1.23M -$190K -3,065 -13%
DWM
121
Defined Wealth Management
Oregon
$1.22M +$1.22M +19,605 New
AWA
122
Arete Wealth Advisors
Illinois
$1.18M +$683K +11,116 +138%
WA1
123
Wimmer Associates 1
California
$1.15M -$24.8K -400 -2%
CBFP
124
Cedar Brook Financial Partners
Ohio
$1.13M +$58.3K +940 +5%
9WM
125
9258 Wealth Management
Ohio
$1.09M – – –
3 4
5
6 7