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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

374 hedge funds and large institutions have $4.25B invested in VanEck Morningstar Wide Moat ETF in 2022 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 159 increasing their positions, 122 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
374
Holders Change
+24
Holders Change %
+6.86%
% of All Funds
6.03%
Holding in Top 10
50
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+16.28%
% of All Funds
0.81%
New
56
Increased
159
Reduced
122
Closed
24
Calls
$29.9M
Puts
$247K
Net Calls
+$29.7M
Net Calls Change
+$29.4M

Top Buyers

1
TWM
1
Tanager Wealth Management
United Kingdom
$18.3M
2
Cerity Partners
2
Cerity Partners
New York
$19.2M
3
RJA
3
Raymond James & Associates
Florida
$135M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$42.7M
5
SFBLI
5
Southern Farm Bureau Life Insurance
Mississippi
$40.7M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$143M
2
OIA
2
OneDigital Investment Advisors
Kansas
$80M
3
AWA
3
Arete Wealth Advisors
Illinois
$1.01B
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$160M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$22.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
101
Cornerstone Advisory
Maryland
$4.08M +$792K +12,207 +24%
FA
102
Fermata Advisors
California
$4.04M +$55.2K +850 +1%
TP
103
Tranquility Partners
Tennessee
$3.98M +$334K +5,152 +9%
BRWA
104
B. Riley Wealth Advisors
Florida
$3.92M +$10.4K +160 +0.3%
WA1
105
Wimmer Associates 1
California
$3.91M +$353K +5,432 +10%
CAL
106
Capital Analysts LLC
Pennsylvania
$3.9M +$312K +4,813 +9%
CW
107
Connectus Wealth
Ohio
$3.83M -$131K -2,011 -3%
FFWM
108
Future Financial Wealth Management
Ohio
$3.76M +$45.8K +705 +1%
AWS
109
Atria Wealth Solutions
New York
$3.64M +$255K +3,932 +8%
SPA
110
Sentinel Pension Advisors
Massachusetts
$3.5M +$101K +1,558 +3%
AWA
111
Acorn Wealth Advisors
Michigan
$3.47M +$50.2K +774 +1%
TFS
112
Thoroughbred Financial Services
Tennessee
$3.46M +$529K +8,146 +18%
MCM
113
Mengis Capital Management
Oregon
$3.44M +$233K +3,583 +7%
AC
114
Anson Capital
Georgia
$3.44M +$613K +9,444 +22%
CWG
115
Cornerstone Wealth Group
North Carolina
$3.36M +$84.3K +1,298 +3%
AAS
116
Avantax Advisory Services
Texas
$3.36M +$104K +1,597 +3%
IF
117
IRON Financial
Illinois
$3.36M -$47.1K -726 -1%
OPS
118
Orion Portfolio Solutions
Nebraska
$3.35M +$964K +14,844 +40%
GVAG
119
Great Valley Advisor Group
Delaware
$3.32M -$244K -3,766 -7%
SIM
120
Seaview Investment Managers
Florida
$3.31M +$53.4K +822 +2%
CSPIA
121
Cary Street Partners Investment Advisory
Virginia
$3.29M -$73.3K -1,129 -2%
WAP
122
Wealthcare Advisory Partners
Pennsylvania
$3.26M +$3.26M +50,191 New
Citigroup
123
Citigroup
New York
$3.24M +$156K +2,407 +5%
Rockefeller Capital Management
124
Rockefeller Capital Management
New York
$3.22M -$844K -13,001 -21%
BPA
125
Beacon Pointe Advisors
California
$3.17M +$77.8K +1,199 +3%
3 4
5
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