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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

374 hedge funds and large institutions have $4.25B invested in VanEck Morningstar Wide Moat ETF in 2022 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 159 increasing their positions, 122 reducing their positions, and 24 closing their positions.

Holders
374
Holders Change
+24
Holders Change %
+6.86%
% of All Funds
6.03%
Holding in Top 10
50
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+16.28%
% of All Funds
0.81%
New
56
Increased
159
Reduced
122
Closed
24
Calls
$29.9M
Puts
$247K
Net Calls
+$29.7M
Net Calls Change
+$29.4M

Top Buyers

1
TWM
1
Tanager Wealth Management
United Kingdom
$18.3M
2
Cerity Partners
2
Cerity Partners
New York
$19.2M
3
RJA
3
Raymond James & Associates
Florida
$135M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$42.7M
5
SFBLI
5
Southern Farm Bureau Life Insurance
Mississippi
$40.7M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$143M
2
OIA
2
OneDigital Investment Advisors
Kansas
$80M
3
AWA
3
Arete Wealth Advisors
Illinois
$1.01B
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$160M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$22.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFG
126
Snider Financial Group
Washington
$3.16M -$40.7K -627 -1%
PIA
127
Panoramic Investment Advisors
Colorado
$3.15M +$3.15M +48,473 New
KAS
128
Kestra Advisory Services
Texas
$3.09M +$228K +3,514 +8%
JJBC
129
James J. Burns & Company
New York
$3.07M +$766K +11,806 +33%
EFG
130
Ethos Financial Group
Pennsylvania
$2.91M +$2.91M +44,866 New
AMC
131
Asset Management Corp
Illinois
$2.9M +$166K +2,561 +6%
WWM
132
Western Wealth Management
Colorado
$2.78M -$1.42M -21,952 -34%
PAG
133
Private Advisor Group
New Jersey
$2.77M +$68.6K +6,845 +3%
FPGT
134
Financial Partners Group (Tennessee)
Tennessee
$2.64M +$2.64M +40,669 New
BAM
135
Belpointe Asset Management
Nevada
$2.57M +$354K +5,455 +16%
GIA
136
Gladstone Institutional Advisory
Florida
$2.56M -$70.9K -1,093 -3%
RCAG
137
Rehmann Capital Advisory Group
Michigan
$2.41M +$42.4K +653 +2%
CAG
138
Csenge Advisory Group
Florida
$2.34M -$58.9K -908 -2%
SG
139
StoneX Group
New York
$2.32M +$43.6K +671 +2%
AWE
140
Avidian Wealth Enterprises
Texas
$2.32M +$2.32M +35,696 New
CC
141
Claybrook Capital
Massachusetts
$2.29M – – –
EWA
142
Etesian Wealth Advisors
Oregon
$2.26M +$2.26M +34,825 New
Nomura Asset Management
143
Nomura Asset Management
Japan
$2.24M – – –
CAN
144
Claraphi Advisory Network
United States
$2.24M +$1.1M +16,953 +97%
ATC
145
Argent Trust Co
Tennessee
$2.21M +$479K +7,380 +28%
CPC
146
Cookson Peirce & Co
Pennsylvania
$2.21M +$96.6K +1,488 +5%
WKSWA
147
White Knight Strategic Wealth Advisors
New Jersey
$2.21M -$111K -1,707 -5%
TB
148
Treynor Bancshares
Iowa
$2.2M -$17.7K -273 -0.8%
IAN
149
Integrated Advisors Network
Texas
$2.2M -$18.1K -279 -0.8%
PFA
150
Plotkin Financial Advisors
Maryland
$2.18M +$35.9K +553 +2%
4 5
6
7 8