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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

349 hedge funds and large institutions have $3.41B invested in VanEck Morningstar Wide Moat ETF in 2021 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 171 increasing their positions, 68 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
349
Holders Change
+42
Holders Change %
+13.68%
% of All Funds
5.39%
Holding in Top 10
46
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+35.29%
% of All Funds
0.71%
New
70
Increased
171
Reduced
68
Closed
22
Calls
$205K
Puts
$670K
Net Calls
-$465K
Net Calls Change
-$4.44M

Top Buyers

1
BlackRock
BlackRock
New York
$43M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$195M
3
LPL Financial
LPL Financial
California
$171M
4
Morgan Stanley
Morgan Stanley
New York
$353M
5
Bank of America
Bank of America
North Carolina
$450M

Top Sellers

1
CAN
Cetera Advisor Networks
California
$3.58M
2
Barclays
Barclays
United Kingdom
$0
3
WWM
WJ Wealth Management
Arizona
$0
4
AI
Atria Investments
North Carolina
$1M
5
AGA
Accuvest Global Advisors
Utah
$845K
Name Holding Trade Value Shares
Change 		Shares
Change %
CC
126
Claybrook Capital
Massachusetts
$2.71M – – –
WKSWA
127
White Knight Strategic Wealth Advisors
New Jersey
$2.68M +$2.68M +35,160 New
RCAG
128
Rehmann Capital Advisory Group
Michigan
$2.64M +$710K +9,358 +37%
TB
129
Treynor Bancshares
Iowa
$2.6M +$2.6M +34,189 New
OPS
130
Orion Portfolio Solutions
Nebraska
$2.53M +$740K +9,725 +41%
SWM
131
SFG Wealth Management
Maryland
$2.52M +$2.52M +33,077 New
RF
132
Resolute Financial
Massachusetts
$2.47M +$2.47M +32,404 New
AMC
133
Asset Management Corp
Illinois
$2.45M +$103K +1,356 +4%
SG
134
StoneX Group
New York
$2.36M +$18.1K +238 +0.8%
CS
135
Credit Suisse
Switzerland
$2.3M +$1.39M +18,300 +153%
AWM
136
AE Wealth Management
Kansas
$2.19M +$950K +12,480 +76%
BCI
137
Brinker Capital Investments
Pennsylvania
$2.16M -$456K -5,988 -17%
IAN
138
Integrated Advisors Network
Texas
$2.13M +$274K +3,607 +15%
PPP
139
Private Portfolio Partners
New Jersey
$2.13M +$196K +2,571 +10%
Cetera Investment Advisers
140
Cetera Investment Advisers
Illinois
$2.08M +$123K +1,621 +6%
TFS
141
Thoroughbred Financial Services
Tennessee
$2.08M +$360K +4,726 +21%
PNC Financial Services Group
142
PNC Financial Services Group
Pennsylvania
$2.07M +$327K +4,291 +19%
National Bank of Canada
143
National Bank of Canada
Quebec, Canada
$2.06M +$2.06M +27,077 New
GB
144
Gunma Bank
Japan
$2.06M +$2.06M +27,000 New
VWA
145
V Wealth Advisors
Kansas
$2.02M -$188K -2,467 -8%
Susquehanna International Group
146
Susquehanna International Group
Pennsylvania
$2.02M -$2.37M -31,123 -54%
OLA
147
Oliver Luxxe Assets
New Jersey
$2.02M +$7.46K +98 +0.4%
BAM
148
Belpointe Asset Management
Nevada
$2.01M +$438K +5,751 +28%
CA
149
Cornerstone Advisory
Maryland
$1.97M +$954K +12,534 +94%
HWA
150
HHM Wealth Advisors
Tennessee
$1.97M +$304 +4 +0%
4 5
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