MOAT icon

VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

378 hedge funds and large institutions have $3.82B invested in VanEck Morningstar Wide Moat ETF in 2023 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 146 increasing their positions, 129 reducing their positions, and 31 closing their positions.

Holders
378
Holders Change
+4
Holders Change %
+1.07%
% of All Funds
6.05%
Holding in Top 10
55
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+10%
% of All Funds
0.88%
New
44
Increased
146
Reduced
129
Closed
31
Calls
$85M
Puts
$244K
Net Calls
+$84.8M
Net Calls Change
+$55.1M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$281M
2
Morgan Stanley
2
Morgan Stanley
New York
$362M
3
PCM
3
Piedmont Capital Management
Montana
$21.8M
4
PP
4
Prudential plc
United Kingdom
$65.1M
5
SFBLI
5
Southern Farm Bureau Life Insurance
Mississippi
$57.8M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$379M
2
WIM
2
WealthPlan Investment Management
Nebraska
$6.41M
3
FSA
3
Financial Sense Advisors
California
$0
4
RJA
4
Raymond James & Associates
Florida
$142M
5
AWM
5
Activest Wealth Management
Florida
$14.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
JJBC
101
James J. Burns & Company
New York
$5.02M +$1.53M +20,747 +44%
PWP
102
Pursue Wealth Partners
California
$4.84M +$73.8K +1,000 +2%
WA1
103
Wimmer Associates 1
California
$4.71M +$245K +3,315 +5%
JPMPWA
104
J.P. Morgan Private Wealth Advisors
California
$4.67M -$217K -2,938 -4%
AAS
105
Avantax Advisory Services
Texas
$4.61M +$787K +10,664 +21%
BAWC
106
Boyce & Associates Wealth Consulting
Texas
$4.6M -$1.2M -16,430 -21%
FH
107
FWG Holdings
Florida
$4.53M +$3.75M +50,819 +480%
CWM
108
Cornerstone Wealth Management
Missouri
$4.52M +$4.52M +61,276 New
RIA
109
Realta Investment Advisors
Delaware
$4.45M +$4.39M +59,428 +7,542%
BRWA
110
B. Riley Wealth Advisors
Florida
$4.36M -$96.3K -1,305 -2%
CW
111
Connectus Wealth
Ohio
$4.32M -$36.8K -499 -0.8%
FPGK
112
Financial Partners Group (Kansas)
Kansas
$4.32M +$42.4K +574 +1%
PFA
113
Peak Financial Advisors
Colorado
$4.21M +$4.21M +57,024 New
TFS
114
Thoroughbred Financial Services
Tennessee
$4.17M +$233K +3,156 +6%
SIM
115
Seaview Investment Managers
Florida
$3.94M +$183K +2,481 +5%
AWA
116
Acorn Wealth Advisors
Michigan
$3.9M -$42.6K -577 -1%
Rockefeller Capital Management
117
Rockefeller Capital Management
New York
$3.83M +$169K +2,287 +5%
MCM
118
Mengis Capital Management
Oregon
$3.83M -$87.9K -1,191 -2%
TP
119
Tranquility Partners
Tennessee
$3.79M -$733K -9,923 -16%
WAP
120
Wealthcare Advisory Partners
Pennsylvania
$3.75M +$48.5K +657 +1%
SPA
121
Sentinel Pension Advisors
Massachusetts
$3.75M -$153K -2,112 -4%
CWG
122
Cornerstone Wealth Group
North Carolina
$3.73M -$95.1K -1,288 -2%
RF
123
Rollins Financial
Georgia
$3.71M +$2.59M +35,081 +231%
ACM
124
Avalon Capital Management
California
$3.62M +$3.62M +49,018 New
BPA
125
Beacon Pointe Advisors
California
$3.59M -$19K -258 -0.5%
3 4
5
6 7