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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

519 hedge funds and large institutions have $5.8B invested in VanEck Morningstar Wide Moat ETF in 2023 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 255 increasing their positions, 109 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
519
Holders Change
+62
Holders Change %
+13.57%
% of All Funds
8.27%
Holding in Top 10
83
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+23.88%
% of All Funds
1.32%
New
94
Increased
255
Reduced
109
Closed
26
Calls
$1.8M
Puts
$910K
Net Calls
+$887K
Net Calls Change
-$10.9M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$514M
2
Bank of America
Bank of America
North Carolina
$540M
3
Osaic Holdings
Osaic Holdings
Arizona
$132M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$146M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$45.6M

Top Sellers

1
SC
Soundwatch Capital
Connecticut
$474K
2
EWA
EP Wealth Advisors
California
$653K
3
RJFSA
Raymond James Financial Services Advisors
Florida
$155M
4
PP
Prudential plc
United Kingdom
$489K
5
PCM
Piedmont Capital Management
Montana
$5.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
PM
126
Parametrica Management
Hong Kong
$6.56M +$1.38M +18,200 +27%
WWM
127
Western Wealth Management
Colorado
$6.54M +$2.44M +32,226 +60%
RL
128
Retireful LLC
Michigan
$6.23M +$6.23M +82,182 New
FS
129
Ferguson Shapiro
Georgia
$6.12M -$247K -3,257 -4%
ZIMP
130
Zimmermann Investment Management & Planning
Pennsylvania
$6.1M +$6.1M +80,367 New
CJFS
131
Coulter & Justus Financial Services
Tennessee
$6M -$130K -1,714 -2%
GAG
132
Goodman Advisory Group
Massachusetts
$5.96M -$1.62M -21,380 -21%
WIM
133
WealthPlan Investment Management
Nebraska
$5.91M +$1.54M +20,240 +35%
FA
134
Fermata Advisors
California
$5.86M +$529K +6,981 +10%
JJBC
135
James J. Burns & Company
New York
$5.82M +$205K +2,698 +4%
PCM
136
Piedmont Capital Management
Montana
$5.79M -$48M -330,745 -89%
GVAG
137
Great Valley Advisor Group
Delaware
$5.73M -$761K -10,036 -12%
Kovitz Investment Group Partners
138
Kovitz Investment Group Partners
Illinois
$5.7M -$163K -2,151 -3%
PFA
139
Plotkin Financial Advisors
Maryland
$5.69M +$885K +11,674 +18%
EBSAM
140
Eubel Brady & Suttman Asset Management
Ohio
$5.58M -$78.7K -1,037 -1%
PWP
141
Pursue Wealth Partners
California
$5.53M +$334K +4,400 +6%
BSG
142
Black Swift Group
Colorado
$5.5M +$5.5M +72,530 New
GFG
143
Goldstone Financial Group
Illinois
$5.44M -$1.02M -13,428 -16%
RSWM
144
Robertson Stephens Wealth Management
California
$5.43M +$5.43M +71,576 New
YIA
145
YHB Investment Advisors
Connecticut
$5.37M +$2.11M +27,818 +65%
NAM
146
NorthCrest Asset Manangement
Minnesota
$5.33M -$483K -6,373 -8%
JWM
147
Jackson Wealth Management
Florida
$5.3M +$521K +6,870 +11%
Rockefeller Capital Management
148
Rockefeller Capital Management
New York
$5.09M +$475K +6,264 +10%
FH
149
FWG Holdings
Florida
$5.08M +$190K +2,566 +4%
RIA
150
Realta Investment Advisors
Delaware
$4.89M -$4.63K -58 -0.1%
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