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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

255 hedge funds and large institutions have $1.85B invested in VanEck Morningstar Wide Moat ETF in 2020 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 97 increasing their positions, 72 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
255
Holders Change
+29
Holders Change %
+12.83%
% of All Funds
4.52%
Holding in Top 10
24
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+26.32%
% of All Funds
0.43%
New
49
Increased
97
Reduced
72
Closed
16
Calls
$2.73M
Puts
$440K
Net Calls
+$2.29M
Net Calls Change
+$426K

Top Buyers

1
OIA
1
OneDigital Investment Advisors
Kansas
$87.6M
2
Ameriprise
2
Ameriprise
Minnesota
$58M
3
FSA
3
Financial Services Advisory
Maryland
$15.5M
4
Bank of America
4
Bank of America
North Carolina
$272M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$101M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$2.9M
2
KA
2
Kovack Advisors
Florida
$0
3
CWG
3
Cornerstone Wealth Group
North Carolina
$19.3M
4
Truist Financial
4
Truist Financial
North Carolina
$13.5M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KM
126
Kalos Management
Georgia
$1.09M -$179K -2,724 -14%
KWM
127
Kingsview Wealth Management
Oregon
$1.05M -$64.4K -1,039 -6%
RGC
128
Roberts, Glore & Co
Illinois
$1.05M +$12.1K +196 +1%
CAN
129
Claraphi Advisory Network
United States
$1.04M -$1.86K -30 -0.2%
Northern Trust
130
Northern Trust
Illinois
$1.03M +$21.7K +350 +2%
RFN
131
RDA Financial Network
Iowa
$972K +$15.6K +252 +2%
HFS
132
Howard Financial Services
Texas
$966K +$13.9K +225 +1%
FTUS
133
Flow Traders U.S.
New York
$910K +$910K +14,673 New
William Blair & Company
134
William Blair & Company
Illinois
$877K +$90.8K +1,464 +12%
CPIA
135
Cornell Pochily Investment Advisors
New York
$876K +$87.3K +1,408 +11%
BWM
136
BCS Wealth Management
Tennessee
$869K +$121K +1,948 +16%
CAG
137
Csenge Advisory Group
Florida
$861K -$416K -6,700 -33%
CA
138
Cetera Advisors
Colorado
$839K -$1.67K -27 -0.2%
AIP
139
Almanack Investment Partners
Pennsylvania
$830K +$830K +13,388 New
CAPTRUST Financial Advisors
140
CAPTRUST Financial Advisors
North Carolina
$818K +$8.25K +133 +1%
CWM
141
Cornerstone Wealth Management
Missouri
$798K -$168K -2,715 -17%
WEC
142
Winslow Evans & Crocker
Massachusetts
$795K +$126K +2,033 +19%
WTC
143
WhitTier Trust Company
Nevada
$775K – – –
CAL
144
Capital Analysts LLC
Pennsylvania
$774K +$122K +1,965 +19%
PG
145
Patten Group
Tennessee
$764K -$64.1K -1,034 -8%
ASN
146
Advisory Services Network
Georgia
$724K -$25K -404 -3%
UCFA
147
United Capital Financial Advisors
Texas
$720K +$407K +6,573 +130%
FFN
148
Focus Financial Network
Minnesota
$712K +$1.18K +19 +0.2%
EH
149
Equitable Holdings
New York
$706K -$336K -5,415 -32%
CF
150
Centaurus Financial
California
$667K -$306K -4,938 -31%
4 5
6
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