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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

307 hedge funds and large institutions have $2.93B invested in VanEck Morningstar Wide Moat ETF in 2021 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 156 increasing their positions, 60 reducing their positions, and 28 closing their positions.

Holders
307
Holders Change
+4
Holders Change %
+1.32%
% of All Funds
5.39%
Holding in Top 10
34
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.6%
New
40
Increased
156
Reduced
60
Closed
28
Calls
$4.38M
Puts
$408K
Net Calls
+$3.97M
Net Calls Change
+$4.01M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$423M
2
Ameriprise
2
Ameriprise
Minnesota
$112M
3
AIP
3
Almanack Investment Partners
Pennsylvania
$15.1M
4
FFC
4
Fure Financial Corporation
Minnesota
$13.3M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$45.9M

Top Sellers

1
MCM
1
Mainstay Capital Management
Michigan
$0
2
PP
2
Prudential plc
United Kingdom
$825K
3
BCI
3
Brinker Capital Investments
Pennsylvania
$2.52M
4
Citigroup
4
Citigroup
New York
$5.12M
5
WP
5
WealthPLAN Partners
Nebraska
$27.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
101
Avantax Advisory Services
Texas
$3.45M +$364K +4,964 +12%
TRCT
102
Tower Research Capital (TRC)
New York
$3.45M +$3.42M +46,670 +12,786%
AWA
103
Acorn Wealth Advisors
Michigan
$3.43M +$56.5K +771 +2%
MCM
104
Mengis Capital Management
Oregon
$3.41M +$57.7K +788 +2%
LFF
105
Level Four Financial
Texas
$3.26M +$312K +4,258 +11%
SAM
106
Summit Asset Management
Tennessee
$3.15M +$285K +3,897 +10%
FFWM
107
Future Financial Wealth Management
Ohio
$3.13M – – –
CSPIA
108
Cary Street Partners Investment Advisory
Virginia
$3.12M +$122K +1,668 +4%
US Bancorp
109
US Bancorp
Minnesota
$3.08M -$2.03M -27,781 -40%
GM
110
GeoWealth Management
Illinois
$3.07M +$3.07M +41,889 New
GIA
111
Gladstone Institutional Advisory
Florida
$3.02M +$165K +2,256 +6%
CRWM
112
Castle Rock Wealth Management
California
$2.91M +$95.9K +1,229 +3%
Goldman Sachs
113
Goldman Sachs
New York
$2.88M +$594K +8,110 +26%
CAG
114
Csenge Advisory Group
Florida
$2.85M -$289K -3,896 -9%
LWP
115
Laurel Wealth Planning
Minnesota
$2.78M +$9.01K +123 +0.3%
APA
116
American Portfolios Advisors
New York
$2.76M +$189K +2,580 +7%
CC
117
Claybrook Capital
Massachusetts
$2.6M +$2.6M +35,550 New
CAL
118
Capital Analysts LLC
Pennsylvania
$2.57M +$294K +4,007 +13%
WA1
119
Wimmer Associates 1
California
$2.57M +$674K +9,205 +36%
BCI
120
Brinker Capital Investments
Pennsylvania
$2.52M -$17M -231,973 -87%
Rockefeller Capital Management
121
Rockefeller Capital Management
New York
$2.5M +$1.12M +15,333 +82%
SG
122
StoneX Group
New York
$2.26M +$131K +1,784 +6%
AMC
123
Asset Management Corp
Illinois
$2.25M +$415K +5,665 +23%
VWA
124
V Wealth Advisors
Kansas
$2.13M -$67.2K -918 -3%
GRP
125
Global Retirement Partners
California
$1.99M -$70.7K -965 -3%
3 4
5
6 7