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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

457 hedge funds and large institutions have $5.28B invested in VanEck Morningstar Wide Moat ETF in 2023 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 207 increasing their positions, 95 reducing their positions, and 16 closing their positions.

Holders
457
Holders Change
+79
Holders Change %
+20.9%
% of All Funds
7.21%
Holding in Top 10
67
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+21.82%
% of All Funds
1.06%
New
101
Increased
207
Reduced
95
Closed
16
Calls
$14.4M
Puts
$2.68M
Net Calls
+$11.8M
Net Calls Change
-$73M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$406M
2
Bank of America
2
Bank of America
North Carolina
$489M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$103M
4
Morgan Stanley
4
Morgan Stanley
New York
$450M
5
OWP
5
Obermeyer Wealth Partners
Colorado
$45.8M

Top Sellers

1
AWM
1
Activest Wealth Management
Florida
$0
2
PP
2
Prudential plc
United Kingdom
$56.8M
3
OIA
3
OneDigital Investment Advisors
Kansas
$80.2M
4
CWM
4
Cornerstone Wealth Management
Missouri
$835K
5
WP
5
WealthPLAN Partners
Nebraska
$11.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
KSWA
101
Kathleen S. Wright Associates
Pennsylvania
$8.19M +$703K +8,806 +9%
PFA
102
Peak Financial Advisors
Colorado
$8.12M +$3.57M +44,704 +78%
Corient Private Wealth
103
Corient Private Wealth
Florida
$8.11M +$968K +12,128 +14%
Baird Financial Group
104
Baird Financial Group
Wisconsin
$8.01M +$4.47M +55,985 +126%
GAG
105
Goodman Advisory Group
Massachusetts
$7.98M +$7.98M +100,028 New
WWM
106
WJ Wealth Management
Arizona
$7.88M +$7.88M +98,761 New
PFS
107
Prospera Financial Services
Texas
$7.87M +$552K +6,916 +8%
JPMorgan Chase & Co
108
JPMorgan Chase & Co
New York
$7.73M +$364K +4,564 +5%
BAWC
109
Boyce & Associates Wealth Consulting
Texas
$7.68M +$2.64M +33,128 +52%
DFA
110
DHK Financial Advisors
New Hampshire
$7.43M +$5.52M +69,120 +288%
DP
111
Denver PWM
Colorado
$7.32M +$44.8K +564 +0.6%
LAM
112
Lifestyle Asset Management
Texas
$7.23M +$7.23M +90,596 New
OC
113
Oppenheimer & Co
New York
$7.11M -$154K -1,933 -2%
LWP
114
Laurel Wealth Planning
Minnesota
$7.05M +$435K +5,451 +7%
TFS
115
Thoroughbred Financial Services
Tennessee
$6.89M +$2.38M +29,800 +53%
AWM
116
Aspire Wealth Management
Massachusetts
$6.87M +$3.97M +49,725 +137%
GVAG
117
Great Valley Advisor Group
Delaware
$6.83M +$1.03M +12,866 +18%
GFG
118
Goldstone Financial Group
Illinois
$6.8M +$779K +9,768 +13%
FS
119
Ferguson Shapiro
Georgia
$6.69M -$233K -2,918 -3%
CJFS
120
Coulter & Justus Financial Services
Tennessee
$6.45M -$163K -2,042 -2%
NEPWA
121
New England Private Wealth Advisors
Massachusetts
$6.24M +$6.24M +78,175 New
Mercer Global Advisors
122
Mercer Global Advisors
Colorado
$6.23M +$5.8M +72,734 +1,361%
Kovitz Investment Group Partners
123
Kovitz Investment Group Partners
Illinois
$6.17M +$6.17M +77,350 New
NAM
124
NorthCrest Asset Manangement
Minnesota
$6.12M -$75.6K -947 -1%
EBSAM
125
Eubel Brady & Suttman Asset Management
Ohio
$5.95M -$7.18K -90 -0.1%
3 4
5
6 7