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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

279 hedge funds and large institutions have $2.37B invested in VanEck Morningstar Wide Moat ETF in 2021 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 120 increasing their positions, 66 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
279
Holders Change
+24
Holders Change %
+9.41%
% of All Funds
4.91%
Holding in Top 10
29
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+20.83%
% of All Funds
0.51%
New
42
Increased
120
Reduced
66
Closed
16
Calls
$374K
Puts
$1.13M
Net Calls
-$755K
Net Calls Change
-$3.04M

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$57.4M
2
LPL Financial
2
LPL Financial
California
$117M
3
Morgan Stanley
3
Morgan Stanley
New York
$279M
4
QA
4
Quantitative Advantage
Minnesota
$21.7M
5
Bank of America
5
Bank of America
North Carolina
$322M

Top Sellers

1
CWG
1
Cornerstone Wealth Group
North Carolina
$3.27M
2
AWE
2
Avidian Wealth Enterprises
Texas
$0
3
FI
3
FormulaFolio Investments
Michigan
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$13M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$3.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
126
Ascension Capital Advisors
Texas
$1.48M +$12.3K +178 +0.8%
PNC Financial Services Group
127
PNC Financial Services Group
Pennsylvania
$1.47M +$1.47M +21,180 New
PFGIA
128
Patriot Financial Group Insurance Agency
Massachusetts
$1.39M +$1.09M +15,672 +353%
PP
129
Professional Planning
California
$1.38M -$9.7K -140 -0.7%
PMG
130
ProVise Management Group
Florida
$1.37M -$83.1K -1,200 -6%
ATC
131
Argent Trust Co
Tennessee
$1.37M -$22.5K -325 -2%
BAM
132
Belpointe Asset Management
Nevada
$1.36M -$135K -1,944 -9%
WA1
133
Wimmer Associates 1
California
$1.35M +$72.8K +1,050 +6%
CPC
134
Cookson Peirce & Co
Pennsylvania
$1.34M -$31.6K -456 -2%
CBFP
135
Cedar Brook Financial Partners
Ohio
$1.33M +$67.8K +978 +5%
BWM
136
BCS Wealth Management
Tennessee
$1.31M +$342K +4,939 +35%
SFSG
137
Sound Financial Strategies Group
Mississippi
$1.26M +$1.26M +18,237 New
AWA
138
Arete Wealth Advisors
Illinois
$1.24M -$84.8K -1,224 -6%
KWM
139
Kingsview Wealth Management
Oregon
$1.23M +$43.1K +617 +4%
9WM
140
9258 Wealth Management
Ohio
$1.22M – – –
RGC
141
Roberts, Glore & Co
Illinois
$1.18M +$5.89K +85 +0.5%
HFS
142
Howard Financial Services
Texas
$1.15M +$69.9K +1,008 +6%
Northern Trust
143
Northern Trust
Illinois
$1.12M -$34.5K -498 -3%
RFN
144
RDA Financial Network
Iowa
$1.12M +$31.9K +460 +3%
OPS
145
Orion Portfolio Solutions
Nebraska
$1.08M +$555K +8,013 +106%
DWM
146
Defined Wealth Management
Oregon
$1.07M -$284K -4,100 -21%
WI
147
Wintrust Investments
Illinois
$1.07M +$1.07M +15,449 New
EE
148
EWG Elevate
California
$1.05M -$351K -5,071 -25%
CAN
149
Claraphi Advisory Network
United States
$1.03M -$128K -1,855 -11%
CPIA
150
Cornell Pochily Investment Advisors
New York
$1.03M +$45.7K +659 +5%
4 5
6
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