MOAT icon

VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

307 hedge funds and large institutions have $2.93B invested in VanEck Morningstar Wide Moat ETF in 2021 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 156 increasing their positions, 60 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
+4
Holders Change %
+1.32%
% of All Funds
5.39%
Holding in Top 10
34
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.6%
New
40
Increased
156
Reduced
60
Closed
28
Calls
$4.38M
Puts
$408K
Net Calls
+$3.97M
Net Calls Change
+$4.01M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$423M
2
Ameriprise
Ameriprise
Minnesota
$112M
3
AIP
Almanack Investment Partners
Pennsylvania
$15.1M
4
FFC
Fure Financial Corporation
Minnesota
$13.3M
5
Osaic Holdings
Osaic Holdings
Arizona
$45.9M

Top Sellers

1
MCM
Mainstay Capital Management
Michigan
$0
2
PP
Prudential plc
United Kingdom
$825K
3
BCI
Brinker Capital Investments
Pennsylvania
$2.52M
4
Citigroup
Citigroup
New York
$5.12M
5
WP
WealthPLAN Partners
Nebraska
$27.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
OLA
126
Oliver Luxxe Assets
New Jersey
$1.93M +$18.9K +258 +1%
BFO
127
Boston Family Office
Massachusetts
$1.92M +$210K +2,865 +12%
HWA
128
HHM Wealth Advisors
Tennessee
$1.89M – – –
Cetera Investment Advisers
129
Cetera Investment Advisers
Illinois
$1.89M +$54.1K +738 +3%
PPP
130
Private Portfolio Partners
New Jersey
$1.86M -$45.3K -619 -2%
RCAG
131
Rehmann Capital Advisory Group
Michigan
$1.82M +$1.11M +15,555 +157%
IAN
132
Integrated Advisors Network
Texas
$1.79M +$1.47M +20,020 +453%
LNC
133
Lincoln National Corp
Pennsylvania
$1.74M -$19.1K -261 -1%
PFGIA
134
Patriot Financial Group Insurance Agency
Massachusetts
$1.73M +$179K +2,449 +12%
OPS
135
Orion Portfolio Solutions
Nebraska
$1.72M +$672K +9,175 +64%
PNC Financial Services Group
136
PNC Financial Services Group
Pennsylvania
$1.68M +$128K +1,741 +8%
PP
137
Professional Planning
California
$1.67M +$110K +1,508 +7%
TFS
138
Thoroughbred Financial Services
Tennessee
$1.65M +$969K +13,228 +142%
USCWA
139
U.S. Capital Wealth Advisors
Texas
$1.64M +$1.64M +22,373 New
William Blair & Company
140
William Blair & Company
Illinois
$1.57M +$227K +3,093 +17%
Renaissance Technologies
141
Renaissance Technologies
New York
$1.52M +$1.52M +20,800 New
KOC
142
Koss-Olinger Consulting
Florida
$1.52M -$801K -10,933 -35%
BAM
143
Belpointe Asset Management
Nevada
$1.52M +$54.1K +738 +4%
BWM
144
BCS Wealth Management
Tennessee
$1.5M +$67.1K +916 +5%
CPC
145
Cookson Peirce & Co
Pennsylvania
$1.46M -$296K -4,038 -17%
RGC
146
Roberts, Glore & Co
Illinois
$1.46M +$60.6K +827 +4%
CBFP
147
Cedar Brook Financial Partners
Ohio
$1.46M +$58.6K +800 +4%
ATC
148
Argent Trust Co
Tennessee
$1.45M – – –
PMG
149
ProVise Management Group
Florida
$1.4M -$4.4K -60 -0.3%
KWM
150
Kingsview Wealth Management
Oregon
$1.38M +$58.2K +795 +4%
4 5
6
7 8