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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

279 hedge funds and large institutions have $2.37B invested in VanEck Morningstar Wide Moat ETF in 2021 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 120 increasing their positions, 66 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
279
Holders Change
+24
Holders Change %
+9.41%
% of All Funds
4.91%
Holding in Top 10
29
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+20.83%
% of All Funds
0.51%
New
42
Increased
120
Reduced
66
Closed
16
Calls
$374K
Puts
$1.13M
Net Calls
-$755K
Net Calls Change
-$3.04M

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$57.4M
2
LPL Financial
2
LPL Financial
California
$117M
3
Morgan Stanley
3
Morgan Stanley
New York
$279M
4
QA
4
Quantitative Advantage
Minnesota
$21.7M
5
Bank of America
5
Bank of America
North Carolina
$322M

Top Sellers

1
CWG
1
Cornerstone Wealth Group
North Carolina
$3.27M
2
AWE
2
Avidian Wealth Enterprises
Texas
$0
3
FI
3
FormulaFolio Investments
Michigan
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$13M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$3.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
101
Avantax Advisory Services
Texas
$2.97M -$26.2K -378 -0.9%
MCM
102
Mengis Capital Management
Oregon
$2.9M +$288K +4,162 +11%
LWP
103
Laurel Wealth Planning
Minnesota
$2.8M -$3.19K -46 -0.1%
CC
104
Claybrook Capital
Massachusetts
$2.65M – – –
CSPIA
105
Cary Street Partners Investment Advisory
Virginia
$2.57M -$295K -4,256 -10%
GIA
106
Gladstone Institutional Advisory
Florida
$2.53M +$319K +4,602 +14%
SAM
107
Summit Asset Management
Tennessee
$2.47M +$513K +7,405 +26%
APA
108
American Portfolios Advisors
New York
$2.42M +$472K +6,820 +24%
PP
109
Prudential plc
United Kingdom
$2.41M +$956K +13,800 +66%
LFF
110
Level Four Financial
Texas
$2.36M +$229K +3,309 +11%
CW
111
CreativeOne Wealth
Kansas
$2.14M +$395K +5,700 +23%
KM
112
Kalos Management
Georgia
$2.13M +$940K +13,027 +79%
LPT
113
Legacy Private Trust
Wisconsin
$2.09M +$2.09M +30,121 New
SG
114
StoneX Group
New York
$1.97M +$54.6K +788 +3%
CAL
115
Capital Analysts LLC
Pennsylvania
$1.88M +$1.01M +14,597 +117%
PPP
116
Private Portfolio Partners
New Jersey
$1.86M -$21.4K -309 -1%
VWA
117
V Wealth Advisors
Kansas
$1.85M +$443K +6,399 +32%
CRWM
118
Castle Rock Wealth Management
California
$1.74M +$373K +5,217 +27%
Cetera Investment Advisers
119
Cetera Investment Advisers
Illinois
$1.71M -$18.5K -267 -1%
CWM
120
Collaborative Wealth Management
Florida
$1.68M +$1.68M +22,543 New
LNC
121
Lincoln National Corp
Pennsylvania
$1.65M -$20K -289 -1%
MCC
122
Money Concepts Capital
Florida
$1.64M +$1.59M +22,970 +3,561%
OLA
123
Oliver Luxxe Assets
New Jersey
$1.6M +$49.1K +708 +3%
BFO
124
Boston Family Office
Massachusetts
$1.6M -$65.3K -914 -4%
AGA
125
Accuvest Global Advisors
Utah
$1.58M +$1.25M +18,083 +387%
3 4
5
6 7