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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

654 hedge funds and large institutions have $8.36B invested in VanEck Morningstar Wide Moat ETF in 2024 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 270 increasing their positions, 210 reducing their positions, and 42 closing their positions.

Holders
654
Holders Change
+22
Holders Change %
+3.48%
% of All Funds
9.51%
Holding in Top 10
93
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.13%
% of All Funds
1.35%
New
74
Increased
270
Reduced
210
Closed
42
Calls
$2.56M
Puts
$468K
Net Calls
+$2.09M
Net Calls Change
+$172K

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$82M
2
BCM
2
Brookstone Capital Management
Illinois
$88.5M
3
AAS
3
Avantax Advisory Services
Texas
$29.5M
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$19.6M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$17.6M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$65.3M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$89.9M
3
DCM
3
Davidson Capital Management
Texas
$20.2M
4
Bank of America
4
Bank of America
North Carolina
$740M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$3.57M
Name Market Value Shares Shares
Change 		Shares
Change %
CF
101
Centaurus Financial
California
$14.9M 171,540 +17,013 +11%
DC
102
Darrow Company
Massachusetts
$14.9M 171,536 -530 -0.3%
WP
103
WealthPLAN Partners
Nebraska
$14.9M 171,500 -1,513 -0.9%
AOG
104
Alpha Omega Group
Virginia
$14.7M 170,114 +40,937 +32%
Jones Financial Companies
105
Jones Financial Companies
Missouri
$14.5M 166,955 +144,473 +643%
Mariner
106
Mariner
Kansas
$14.2M 163,690 +37,930 +30%
PJWM
107
Philip James Wealth Mangement
Georgia
$13.9M 160,982 +22,113 +16%
VWM
108
Valley Wealth Managers
New Jersey
$13.9M 160,836 -63,699 -28%
IA
109
IFP Advisors
Florida
$13.8M 159,354 +5,699 +4%
SA
110
Sanctuary Advisors
Indiana
$13.6M 157,825 +157,825 New
Creative Planning
111
Creative Planning
Kansas
$13.1M 151,454 -168 -0.1%
FDCDDQ
112
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.9M 149,356 -55,338 -27%
RC
113
Roundview Capital
New Jersey
$12.7M 146,912 -86,015 -37%
KAS
114
Kestra Advisory Services
Texas
$12.6M 145,715 +16,678 +13%
KSWA
115
Kathleen S. Wright Associates
Pennsylvania
$12.5M 144,412 +9,096 +7%
SAF
116
Smith Anglin Financial
Texas
$12.1M 139,542 -49,666 -26%
OBWG
117
Onyx Bridge Wealth Group
New York
$11.9M 137,031 +1,285 +0.9%
FA
118
Flagstar Advisors
New York
$11.5M 132,672 +8,264 +7%
RA
119
Ruggaard & Associates
Ohio
$11.3M 130,919 +2,957 +2%
BAWC
120
Boyce & Associates Wealth Consulting
Texas
$11.3M 130,898 -1,782 -1%
OAJ
121
Ogorek Anthony Joseph
New York
$11.2M 129,762 -1,452 -1%
ACS
122
Archford Capital Strategies
Illinois
$11.2M 129,691 +5,911 +5%
Rockefeller Capital Management
123
Rockefeller Capital Management
New York
$11.1M 128,707 +2,050 +2%
TFS
124
Thoroughbred Financial Services
Tennessee
$11.1M 127,632 +15,355 +14%
AWG
125
Altus Wealth Group
Colorado
$11M 127,497 +55,569 +77%
3 4
5
6 7