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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

632 hedge funds and large institutions have $8.88B invested in VanEck Morningstar Wide Moat ETF in 2024 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 313 increasing their positions, 160 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
632
Holders Change
+16
Holders Change %
+2.6%
% of All Funds
9.16%
Holding in Top 10
96
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.05%
% of All Funds
1.39%
New
75
Increased
313
Reduced
160
Closed
50
Calls
$3.96M
Puts
$2.04M
Net Calls
+$1.92M
Net Calls Change
-$826K

Top Buyers

1
MIS
1
Morningstar Investment Services
Illinois
$64.7M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$58.9M
3
FFA
3
First Foundation Advisors
California
$91.6M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$292M
5
Bank of America
5
Bank of America
North Carolina
$794M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$782M
2
PP
2
Prudential plc
United Kingdom
$2.48M
3
GM
3
GeoWealth Management
Illinois
$218K
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$138M
5
AWM
5
AE Wealth Management
Kansas
$428K
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
126
Flagstar Advisors
New York
$11.2M +$3.54M +39,353 +46%
ACS
127
Archford Capital Strategies
Illinois
$11.1M -$674K -7,496 -6%
EH
128
Equitable Holdings
New York
$11.1M +$485K +5,393 +5%
OC
129
Oppenheimer & Co
New York
$10.6M +$980K +10,897 +10%
CA
130
Cornerstone Advisory
Maryland
$10.5M +$777K +8,638 +8%
TFS
131
Thoroughbred Financial Services
Tennessee
$10.1M -$517K -5,749 -5%
FP
132
Fiduciary Planning
Florida
$9.95M +$249K +2,765 +3%
PFA
133
Plotkin Financial Advisors
Maryland
$9.93M +$2.72M +30,252 +38%
AAS
134
Avantax Advisory Services
Texas
$9.59M +$564K +6,277 +6%
CA
135
Cetera Advisors
Colorado
$9.5M +$5.34M +59,400 +128%
EFP
136
EnRich Financial Partners
Wisconsin
$9.37M -$343K -3,812 -4%
DP
137
Denver PWM
Colorado
$9.36M +$23.8K +272 +0.3%
JSW
138
Journey Strategic Wealth
New Jersey
$9.34M +$9.34M +103,855 New
FF
139
Farrow Financial
Vermont
$9.24M +$138K +1,535 +2%
AWM
140
Aspire Wealth Management
Massachusetts
$9.22M +$465K +5,172 +5%
OS
141
Objectivity Squared
South Carolina
$9.22M +$3.21M +36,878 +53%
ACM
142
Avalon Capital Management
California
$9.15M -$368K -4,094 -4%
YIA
143
YHB Investment Advisors
Connecticut
$8.96M +$1.21M +13,449 +16%
ACG
144
Allen Capital Group
Nebraska
$8.92M +$8.92M +99,182 New
OPS
145
Orion Portfolio Solutions
Nebraska
$8.85M -$2.55M -28,342 -22%
BCI
146
Brinker Capital Investments
Pennsylvania
$8.85M -$2.55M -28,342 -22%
SEEDPG
147
S.E.E.D. Planning Group
New York
$8.7M +$2.47M +27,491 +40%
LWP
148
Laurel Wealth Planning
Minnesota
$8.57M -$137K -1,527 -2%
TFM
149
Trademark Financial Management
Minnesota
$8.42M -$1.97M -21,872 -19%
WWM
150
Western Wealth Management
Colorado
$8.25M +$175K +1,949 +2%
4 5
6
7 8