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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

378 hedge funds and large institutions have $3.82B invested in VanEck Morningstar Wide Moat ETF in 2023 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 146 increasing their positions, 129 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
378
Holders Change
+4
Holders Change %
+1.07%
% of All Funds
6.05%
Holding in Top 10
55
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+10%
% of All Funds
0.88%
New
44
Increased
146
Reduced
129
Closed
31
Calls
$85M
Puts
$244K
Net Calls
+$84.8M
Net Calls Change
+$55.1M

Top Buyers

1
LPL Financial
LPL Financial
California
$281M
2
Morgan Stanley
Morgan Stanley
New York
$362M
3
PCM
Piedmont Capital Management
Montana
$21.8M
4
PP
Prudential plc
United Kingdom
$65.1M
5
SFBLI
Southern Farm Bureau Life Insurance
Mississippi
$57.8M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$379M
2
WIM
WealthPlan Investment Management
Nebraska
$6.41M
3
FSA
Financial Sense Advisors
California
$0
4
RJA
Raymond James & Associates
Florida
$142M
5
AWM
Activest Wealth Management
Florida
$14.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWS
126
Atria Wealth Solutions
New York
$3.58M -$559K -7,572 -13%
SFG
127
Snider Financial Group
Washington
$3.56M -$36.5K -495 -1%
WWM
128
Western Wealth Management
Colorado
$3.53M +$370K +5,015 +12%
IF
129
IRON Financial
Illinois
$3.52M -$293K -3,967 -8%
AMC
130
Asset Management Corp
Illinois
$3.48M +$186K +2,516 +6%
VFM
131
Valley Financial Management
New York
$3.42M +$3.42M +46,382 New
EFG
132
Ethos Financial Group
Pennsylvania
$3.41M +$99.3K +1,345 +3%
Citigroup
133
Citigroup
New York
$3.28M -$406K -5,503 -11%
Baird Financial Group
134
Baird Financial Group
Wisconsin
$3.27M +$1.45M +19,619 +79%
AC
135
Anson Capital
Georgia
$3.2M -$708K -9,593 -18%
CSPIA
136
Cary Street Partners Investment Advisory
Virginia
$3.12M -$615K -8,324 -16%
KAS
137
Kestra Advisory Services
Texas
$3.09M -$432K -5,856 -12%
PFA
138
Plotkin Financial Advisors
Maryland
$3.04M +$556K +7,537 +22%
RCAG
139
Rehmann Capital Advisory Group
Michigan
$2.95M +$209K +2,828 +8%
FPGT
140
Financial Partners Group (Tennessee)
Tennessee
$2.94M -$61.5K -833 -2%
FFWM
141
Future Financial Wealth Management
Ohio
$2.91M -$1.34M -18,195 -31%
CPC
142
Cookson Peirce & Co
Pennsylvania
$2.91M +$392K +5,315 +16%
EWA
143
Etesian Wealth Advisors
Oregon
$2.74M +$165K +2,231 +6%
GIA
144
Gladstone Institutional Advisory
Florida
$2.71M -$205K -2,775 -7%
AWM
145
Aspire Wealth Management
Massachusetts
$2.69M +$1.47M +19,945 +121%
LWM
146
Lionsbridge Wealth Management
Florida
$2.65M +$1.54M +20,826 +139%
SWP
147
Stratos Wealth Partners
Ohio
$2.61M -$4.7M -63,698 -64%
CC
148
Claybrook Capital
Massachusetts
$2.61M – – –
ATC
149
Argent Trust Co
Tennessee
$2.57M +$51.7K +700 +2%
Nomura Asset Management
150
Nomura Asset Management
Japan
$2.54M – – –
4 5
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