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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

632 hedge funds and large institutions have $8.88B invested in VanEck Morningstar Wide Moat ETF in 2024 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 313 increasing their positions, 160 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
632
Holders Change
+16
Holders Change %
+2.6%
% of All Funds
9.16%
Holding in Top 10
96
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.05%
% of All Funds
1.39%
New
75
Increased
313
Reduced
160
Closed
50
Calls
$3.96M
Puts
$2.04M
Net Calls
+$1.92M
Net Calls Change
-$826K

Top Buyers

1
MIS
1
Morningstar Investment Services
Illinois
$64.7M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$58.9M
3
FFA
3
First Foundation Advisors
California
$91.6M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$292M
5
Bank of America
5
Bank of America
North Carolina
$794M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$782M
2
PP
2
Prudential plc
United Kingdom
$2.48M
3
GM
3
GeoWealth Management
Illinois
$218K
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$138M
5
AWM
5
AE Wealth Management
Kansas
$428K
Name Holding Trade Value Shares
Change 		Shares
Change %
AWS
101
Atria Wealth Solutions
New York
$15.9M +$4.53M +50,404 +40%
AA
102
Ancora Advisors
Ohio
$15.6M +$3.89M +43,234 +33%
WP
103
WealthPLAN Partners
Nebraska
$15.6M -$636K -7,076 -4%
DC
104
Darrow Company
Massachusetts
$15.5M +$755K +8,395 +5%
NA
105
NewEdge Advisors
Louisiana
$15.4M -$80K -890 -0.5%
MWM
106
Mission Wealth Management
California
$14.7M +$14.1M +156,758 +2,365%
AA
107
Apriem Advisors
California
$14.2M +$1.57M +17,475 +12%
CF
108
Centaurus Financial
California
$13.9M +$323K +3,595 +2%
IA
109
IFP Advisors
Florida
$13.8M +$718K +7,991 +5%
Creative Planning
110
Creative Planning
Kansas
$13.6M +$301K +3,352 +2%
UFA
111
US Financial Advisors
Massachusetts
$13M +$231K +2,565 +2%
ZIG
112
Zurich Insurance Group
Switzerland
$12.6M – – –
PJWM
113
Philip James Wealth Mangement
Georgia
$12.5M +$597K +6,645 +5%
Baird Financial Group
114
Baird Financial Group
Wisconsin
$12.5M +$2.53M +28,174 +26%
JPMorgan Chase & Co
115
JPMorgan Chase & Co
New York
$12.3M +$154K +1,710 +1%
KSWA
116
Kathleen S. Wright Associates
Pennsylvania
$12.2M +$884K +9,842 +8%
BAWC
117
Boyce & Associates Wealth Consulting
Texas
$11.9M +$627K +6,971 +6%
OAJ
118
Ogorek Anthony Joseph
New York
$11.8M -$79.1K -880 -0.7%
OBWG
119
Onyx Bridge Wealth Group
New York
$11.7M -$1.17M -13,571 -9%
AOG
120
Alpha Omega Group
Virginia
$11.6M -$34.3K -382 -0.3%
KAS
121
Kestra Advisory Services
Texas
$11.6M -$4.82M -53,607 -29%
RA
122
Ruggaard & Associates
Ohio
$11.5M +$10.5M +117,345 +1,105%
Rockefeller Capital Management
123
Rockefeller Capital Management
New York
$11.4M +$3.11M +34,565 +38%
Mariner
124
Mariner
Kansas
$11.3M -$640K -7,121 -5%
Corient Private Wealth
125
Corient Private Wealth
Florida
$11.2M +$896K +9,972 +9%
3 4
5
6 7