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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

303 hedge funds and large institutions have $2.85B invested in VanEck Morningstar Wide Moat ETF in 2021 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 157 increasing their positions, 47 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
303
Holders Change
+24
Holders Change %
+8.6%
% of All Funds
5.29%
Holding in Top 10
34
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+17.24%
% of All Funds
0.59%
New
43
Increased
157
Reduced
47
Closed
16
Calls
$491K
Puts
$526K
Net Calls
-$35K
Net Calls Change
+$720K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$400M
2
MCM
Mainstay Capital Management
Michigan
$66.2M
3
SWA
SFMG Wealth Advisors
Texas
$39.3M
4
Ameriprise
Ameriprise
Minnesota
$94.5M
5
LPL Financial
LPL Financial
California
$145M

Top Sellers

1
AWM
AE Wealth Management
Kansas
$2.07M
2
TC
Trilogy Capital
California
$0
3
BC
Barnett & Company
Tennessee
$1.98M
4
FC
Ferris Capital
Massachusetts
$0
5
FTUS
Flow Traders U.S.
New York
$1.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWA
126
HHM Wealth Advisors
Tennessee
$1.91M +$1.88M +25,439 +6,573%
AMC
127
Asset Management Corp
Illinois
$1.86M +$218K +2,943 +13%
Cetera Investment Advisers
128
Cetera Investment Advisers
Illinois
$1.85M +$19K +257 +1%
LNC
129
Lincoln National Corp
Pennsylvania
$1.78M +$12.3K +166 +0.7%
CPC
130
Cookson Peirce & Co
Pennsylvania
$1.78M +$347K +4,682 +24%
BFO
131
Boston Family Office
Massachusetts
$1.73M +$70.2K +948 +4%
PP
132
Professional Planning
California
$1.58M +$103K +1,391 +7%
PNC Financial Services Group
133
PNC Financial Services Group
Pennsylvania
$1.57M – – –
PFGIA
134
Patriot Financial Group Insurance Agency
Massachusetts
$1.56M +$74.1K +1,000 +5%
ACA
135
Ascension Capital Advisors
Texas
$1.48M -$105K -1,423 -7%
BAM
136
Belpointe Asset Management
Nevada
$1.48M +$18.8K +254 +1%
ATC
137
Argent Trust Co
Tennessee
$1.46M – – –
BWM
138
BCS Wealth Management
Tennessee
$1.45M +$42.9K +579 +3%
PMG
139
ProVise Management Group
Florida
$1.42M -$41.9K -566 -3%
RGC
140
Roberts, Glore & Co
Illinois
$1.42M +$159K +2,148 +13%
CBFP
141
Cedar Brook Financial Partners
Ohio
$1.41M -$10.2K -138 -0.7%
SFSG
142
Sound Financial Strategies Group
Mississippi
$1.4M +$44K +594 +3%
Rockefeller Capital Management
143
Rockefeller Capital Management
New York
$1.39M +$893K +12,065 +180%
William Blair & Company
144
William Blair & Company
Illinois
$1.35M +$262K +3,535 +24%
ASN
145
Advisory Services Network
Georgia
$1.35M +$463K +6,255 +52%
KWM
146
Kingsview Wealth Management
Oregon
$1.34M +$33.5K +450 +3%
FTUS
147
Flow Traders U.S.
New York
$1.31M -$4.61M -62,227 -78%
9WM
148
9258 Wealth Management
Ohio
$1.3M – – –
E
149
Ergoteles
New York
$1.26M +$1.26M +16,965 New
HFS
150
Howard Financial Services
Texas
$1.23M +$5.18K +70 +0.4%
4 5
6
7 8