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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

519 hedge funds and large institutions have $5.8B invested in VanEck Morningstar Wide Moat ETF in 2023 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 255 increasing their positions, 109 reducing their positions, and 26 closing their positions.

Holders
519
Holders Change
+62
Holders Change %
+13.57%
% of All Funds
8.28%
Holding in Top 10
83
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+23.88%
% of All Funds
1.32%
New
94
Increased
255
Reduced
109
Closed
26
Calls
$1.8M
Puts
$910K
Net Calls
+$887K
Net Calls Change
-$10.9M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$514M
2
Bank of America
2
Bank of America
North Carolina
$540M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$132M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$146M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$45.6M

Top Sellers

1
SC
1
Soundwatch Capital
Connecticut
$474K
2
EWA
2
EP Wealth Advisors
California
$653K
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$155M
4
PP
4
Prudential plc
United Kingdom
$489K
5
PCM
5
Piedmont Capital Management
Montana
$5.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
101
Inspire Advisors
Idaho
$9.51M +$5.57M +73,401 +141%
Aberdeen Group
102
Aberdeen Group
United Kingdom
$9.51M +$1.6M +21,139 +20%
OBWG
103
Onyx Bridge Wealth Group
New York
$9.43M +$967K +12,745 +11%
WAP
104
Wealthcare Advisory Partners
Pennsylvania
$9.33M +$5.29M +69,805 +131%
BAWC
105
Boyce & Associates Wealth Consulting
Texas
$9.19M +$1.89M +24,875 +26%
PSCM
106
Per Stirling Capital Management
Texas
$9.14M -$766K -10,101 -8%
KSWA
107
Kathleen S. Wright Associates
Pennsylvania
$8.8M +$1.02M +13,395 +13%
SEEDPG
108
S.E.E.D. Planning Group
New York
$8.37M -$2.03M -26,832 -20%
Corient Private Wealth
109
Corient Private Wealth
Florida
$8.27M +$563K +7,418 +7%
JPMorgan Chase & Co
110
JPMorgan Chase & Co
New York
$8.09M +$743K +9,796 +10%
Baird Financial Group
111
Baird Financial Group
Wisconsin
$8.08M +$472K +6,220 +6%
ACS
112
Archford Capital Strategies
Illinois
$8.03M -$94.6K -1,247 -1%
Creative Planning
113
Creative Planning
Kansas
$7.95M -$2.08M -27,430 -21%
PAMG
114
Patton Albertson Miller Group
Tennessee
$7.93M +$3.22M +42,440 +68%
TFS
115
Thoroughbred Financial Services
Tennessee
$7.91M +$1.37M +18,027 +21%
AWS
116
Atria Wealth Solutions
New York
$7.76M +$2.43M +32,053 +46%
EH
117
Equitable Holdings
New York
$7.73M +$2.49M +32,812 +48%
DP
118
Denver PWM
Colorado
$7.68M +$769K +10,277 +11%
OC
119
Oppenheimer & Co
New York
$7.62M +$866K +11,420 +13%
AAS
120
Avantax Advisory Services
Texas
$7.58M +$2.71M +35,741 +56%
LWP
121
Laurel Wealth Planning
Minnesota
$7.44M +$741K +9,769 +11%
DFA
122
DHK Financial Advisors
New Hampshire
$7.06M – – –
CA
123
Cornerstone Advisory
Maryland
$6.98M +$1.82M +24,062 +35%
AWM
124
Aspire Wealth Management
Massachusetts
$6.87M +$339K +4,474 +5%
LAM
125
Lifestyle Asset Management
Texas
$6.85M -$24.7K -326 -0.4%
3 4
5
6 7