MOAT icon

VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

668 hedge funds and large institutions have $9.52B invested in VanEck Morningstar Wide Moat ETF in 2024 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 275 increasing their positions, 224 reducing their positions, and 37 closing their positions.

Holders
668
Holders Change
+14
Holders Change %
+2.14%
% of All Funds
9.66%
Holding in Top 10
104
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+11.83%
% of All Funds
1.5%
New
60
Increased
275
Reduced
224
Closed
37
Calls
$3.05M
Puts
$727K
Net Calls
+$2.33M
Net Calls Change
+$240K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$764M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$47.9M
3
AAS
3
Avantax Advisory Services
Texas
$71.3M
4
RWA
4
Redhawk Wealth Advisors
Minnesota
$30.7M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$40.7M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$787M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$74.1M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$216M
4
PAG
4
Private Advisor Group
New Jersey
$54.3M
5
UBS Group
5
UBS Group
Switzerland
$186M
Name Market Value Shares Shares
Change 		Shares
Change %
WP
101
WealthPLAN Partners
Nebraska
$16.4M 169,287 -2,213 -1%
AWS
102
Atria Wealth Solutions
New York
$16.4M 168,910 -14,419 -8%
CF
103
Centaurus Financial
California
$16.1M 166,531 -5,009 -3%
AI
104
Atria Investments
North Carolina
$16.1M 165,955 -65,281 -28%
IA
105
IFP Advisors
Florida
$15.8M 163,461 +4,107 +3%
PJWM
106
Philip James Wealth Mangement
Georgia
$15.8M 163,275 +2,293 +1%
KAS
107
Kestra Advisory Services
Texas
$15.7M 161,810 +16,095 +11%
Truist Financial
108
Truist Financial
North Carolina
$15.4M 158,388 -33,548 -17%
AOG
109
Alpha Omega Group
Virginia
$15.3M 157,303 -12,811 -8%
JPMorgan Chase & Co
110
JPMorgan Chase & Co
New York
$15.2M 157,161 +30,816 +24%
AWG
111
Altus Wealth Group
Colorado
$15.1M 155,587 +28,090 +22%
SAW
112
Signal Advisors Wealth
Michigan
$15M 154,948 +152,097 +5,335%
FWM
113
Foguth Wealth Management
Michigan
$14.9M 156,348 +52,893 +51%
Creative Planning
114
Creative Planning
Kansas
$14.7M 152,006 +552 +0.4%
SEEDPG
115
S.E.E.D. Planning Group
New York
$14.3M 147,724 +45,277 +44%
KSWA
116
Kathleen S. Wright Associates
Pennsylvania
$14.2M 146,675 +2,263 +2%
FDCDDQ
117
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14.1M 145,111 -4,245 -3%
JSW
118
Journey Strategic Wealth
New Jersey
$13.9M 143,596 +22,332 +18%
HAS
119
HBW Advisory Services
California
$13.6M 140,646 +69,757 +98%
RSWM
120
Robertson Stephens Wealth Management
California
$13.6M 139,881 +128,528 +1,132%
FA
121
Flagstar Advisors
New York
$13.5M 138,748 +6,076 +5%
Baird Financial Group
122
Baird Financial Group
Wisconsin
$13.3M 136,768 +20,894 +18%
OBWG
123
Onyx Bridge Wealth Group
New York
$13.2M 136,484 -547 -0.4%
BAWC
124
Boyce & Associates Wealth Consulting
Texas
$13.1M 135,388 +4,490 +3%
ACS
125
Archford Capital Strategies
Illinois
$13M 133,296 +3,605 +3%
3 4
5
6 7