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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

654 hedge funds and large institutions have $8.36B invested in VanEck Morningstar Wide Moat ETF in 2024 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 270 increasing their positions, 210 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
654
Holders Change
+22
Holders Change %
+3.48%
% of All Funds
9.51%
Holding in Top 10
93
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.13%
% of All Funds
1.35%
New
74
Increased
270
Reduced
210
Closed
42
Calls
$2.56M
Puts
$468K
Net Calls
+$2.09M
Net Calls Change
+$172K

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$82M
2
BCM
2
Brookstone Capital Management
Illinois
$88.5M
3
AAS
3
Avantax Advisory Services
Texas
$29.5M
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$19.6M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$17.6M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$65.3M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$89.9M
3
DCM
3
Davidson Capital Management
Texas
$20.2M
4
Bank of America
4
Bank of America
North Carolina
$740M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$3.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
126
JPMorgan Chase & Co
New York
$10.9M -$951K -10,981 -8%
Corient Private Wealth
127
Corient Private Wealth
Florida
$10.7M -$113K -1,301 -1%
JSW
128
Journey Strategic Wealth
New Jersey
$10.5M +$1.51M +17,409 +17%
OC
129
Oppenheimer & Co
New York
$10.2M -$72.2K -834 -0.7%
EH
130
Equitable Holdings
New York
$10.1M -$516K -5,960 -5%
OS
131
Objectivity Squared
South Carolina
$10.1M +$626K +6,992 +7%
Baird Financial Group
132
Baird Financial Group
Wisconsin
$10M -$1.96M -22,636 -16%
PFA
133
Plotkin Financial Advisors
Maryland
$9.64M +$77.9K +900 +0.8%
CA
134
Cornerstone Advisory
Maryland
$9.61M -$546K -6,302 -5%
UFA
135
US Financial Advisors
Massachusetts
$9.45M -$3.08M -35,507 -25%
FF
136
Farrow Financial
Vermont
$9.17M +$272K +3,139 +3%
FWM
137
Foguth Wealth Management
Michigan
$8.96M +$4.16M +47,979 +86%
EFP
138
EnRich Financial Partners
Wisconsin
$8.96M -$66.4K -767 -0.7%
SEEDPG
139
S.E.E.D. Planning Group
New York
$8.87M +$490K +5,653 +6%
AWM
140
Aspire Wealth Management
Massachusetts
$8.75M -$136K -1,576 -2%
ACG
141
Allen Capital Group
Nebraska
$8.68M +$87.3K +1,008 +1%
FZCM
142
Flynn Zito Capital Management
New York
$8.65M +$1.93M +22,330 +29%
BCI
143
Brinker Capital Investments
Pennsylvania
$8.59M +$71.5K +825 +0.8%
OPS
144
Orion Portfolio Solutions
Nebraska
$8.59M +$71.5K +825 +0.8%
JJBC
145
James J. Burns & Company
New York
$8.46M +$3.78M +43,598 +81%
LWP
146
Laurel Wealth Planning
Minnesota
$8.35M +$85.5K +987 +1%
FA
147
Fermata Advisors
California
$8.33M +$679K +7,841 +9%
GFG
148
Goldstone Financial Group
Illinois
$8.19M +$293K +3,385 +4%
PWP
149
Pursue Wealth Partners
California
$8M +$377K +4,350 +5%
Goldman Sachs
150
Goldman Sachs
New York
$7.85M +$7.85M +90,643 New
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