MOAT icon

VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

616 hedge funds and large institutions have $8.35B invested in VanEck Morningstar Wide Moat ETF in 2023 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 292 increasing their positions, 132 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
616
Holders Change
+97
Holders Change %
+18.69%
% of All Funds
9.03%
Holding in Top 10
95
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+14.46%
% of All Funds
1.39%
New
131
Increased
292
Reduced
132
Closed
30
Calls
$3.24M
Puts
$501K
Net Calls
+$2.74M
Net Calls Change
+$1.85M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$1.31B
2
MFIM
Mesirow Financial Investment Management
Illinois
$191M
3
LPL Financial
LPL Financial
California
$593M
4
Bank of America
Bank of America
North Carolina
$720M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$245M

Top Sellers

1
TI
TTP Investments
California
$30M
2
OCM
One Capital Management
California
$279K
3
SIS
Strategic Investment Solutions
Illinois
$919K
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$146M
5
Osaic Holdings
Osaic Holdings
Arizona
$131M
Name Holding Trade Value Shares
Change 		Shares
Change %
EH
126
Equitable Holdings
New York
$9.98M +$1.34M +15,755 +15%
TFM
127
Trademark Financial Management
Minnesota
$9.81M +$9.81M +115,532 New
Corient Private Wealth
128
Corient Private Wealth
Florida
$9.75M +$487K +5,737 +5%
Baird Financial Group
129
Baird Financial Group
Wisconsin
$9.36M +$322K +3,790 +4%
CA
130
Cornerstone Advisory
Maryland
$9.22M +$1.4M +16,548 +18%
KPWS
131
Kestra Private Wealth Services
Texas
$9.18M +$5.68M +66,922 +162%
EFP
132
EnRich Financial Partners
Wisconsin
$9.17M +$9.17M +107,996 New
FP
133
Fiduciary Planning
Florida
$9.16M +$6.36M +74,893 +227%
OC
134
Oppenheimer & Co
New York
$9.12M +$591K +6,966 +7%
ACM
135
Avalon Capital Management
California
$8.99M +$3.74M +44,094 +71%
DP
136
Denver PWM
Colorado
$8.87M +$346K +4,170 +4%
TC
137
TAP Consulting
Missouri
$8.73M +$8.73M +102,896 New
FF
138
Farrow Financial
Vermont
$8.59M +$8.59M +101,207 New
AAS
139
Avantax Advisory Services
Texas
$8.52M +$39.4K +464 +0.5%
B
140
Barings
North Carolina
$8.37M +$8.37M +98,601 New
AWM
141
Aspire Wealth Management
Massachusetts
$8.27M +$581K +6,844 +8%
LWP
142
Laurel Wealth Planning
Minnesota
$8.22M -$103K -1,217 -1%
DFA
143
DHK Financial Advisors
New Hampshire
$7.92M +$17.6K +207 +0.2%
Rockefeller Capital Management
144
Rockefeller Capital Management
New York
$7.82M +$2.11M +24,912 +37%
WWM
145
Western Wealth Management
Colorado
$7.62M +$305K +3,595 +4%
ZIMP
146
Zimmermann Investment Management & Planning
Pennsylvania
$7.56M +$743K +8,750 +11%
GFG
147
Goldstone Financial Group
Illinois
$7.52M +$1.43M +16,875 +24%
YIA
148
YHB Investment Advisors
Connecticut
$7.32M +$1.31M +15,424 +22%
FH
149
FWG Holdings
Florida
$7.23M +$1.44M +17,102 +25%
FA
150
Flagstar Advisors
New York
$7.22M +$3.34M +39,303 +86%
4 5
6
7 8