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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

668 hedge funds and large institutions have $9.52B invested in VanEck Morningstar Wide Moat ETF in 2024 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 275 increasing their positions, 224 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
668
Holders Change
+14
Holders Change %
+2.14%
% of All Funds
9.66%
Holding in Top 10
104
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+11.83%
% of All Funds
1.5%
New
60
Increased
275
Reduced
224
Closed
37
Calls
$3.05M
Puts
$727K
Net Calls
+$2.33M
Net Calls Change
+$240K

Top Buyers

1
LPL Financial
LPL Financial
California
$764M
2
AllianceBernstein
AllianceBernstein
Tennessee
$47.9M
3
AAS
Avantax Advisory Services
Texas
$71.3M
4
RWA
Redhawk Wealth Advisors
Minnesota
$30.7M
5
Jones Financial Companies
Jones Financial Companies
Missouri
$40.7M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$787M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$74.1M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$216M
4
PAG
Private Advisor Group
New Jersey
$54.3M
5
UBS Group
UBS Group
Switzerland
$186M
Name Holding Trade Value Shares
Change 		Shares
Change %
RA
126
Ruggaard & Associates
Ohio
$12.9M +$240K +2,476 +2%
Aberdeen Group
127
Aberdeen Group
United Kingdom
$12.8M +$4.56M +47,267 +56%
OAJ
128
Ogorek Anthony Joseph
New York
$12M -$579K -5,971 -5%
TFS
129
Thoroughbred Financial Services
Tennessee
$12M -$375K -3,870 -3%
EWA
130
Etesian Wealth Advisors
Oregon
$11.7M +$4.37M +45,107 +60%
B
131
Barings
North Carolina
$11.7M +$11.7M +120,328 New
Rockefeller Capital Management
132
Rockefeller Capital Management
New York
$11.6M -$835K -8,615 -7%
SAF
133
Smith Anglin Financial
Texas
$11.6M -$1.93M -19,910 -14%
Corient Private Wealth
134
Corient Private Wealth
Florida
$11.5M -$461K -4,755 -4%
OC
135
Oppenheimer & Co
New York
$11.5M +$68.5K +707 +0.6%
PFA
136
Plotkin Financial Advisors
Maryland
$11.1M +$288K +2,967 +3%
OS
137
Objectivity Squared
South Carolina
$11.1M +$277K +2,904 +3%
RC
138
Roundview Capital
New Jersey
$11M -$3.29M -33,894 -23%
FA
139
Fermata Advisors
California
$10.8M +$1.47M +15,122 +16%
NA
140
NewEdge Advisors
Louisiana
$10.7M -$6.22M -64,155 -37%
UFA
141
US Financial Advisors
Massachusetts
$10.6M +$65.4K +675 +0.6%
GM
142
GeoWealth Management
Illinois
$10.5M +$10.5M +108,453 New
JJBC
143
James J. Burns & Company
New York
$10.3M +$826K +8,520 +9%
ECA
144
Elevation Capital Advisory
Oregon
$10.3M +$10.3M +105,823 New
FF
145
Farrow Financial
Vermont
$10.3M -$8.44K -87 -0.1%
CA
146
Cornerstone Advisory
Maryland
$10M -$721K -7,432 -7%
EFP
147
EnRich Financial Partners
Wisconsin
$9.94M -$83.1K -857 -0.8%
GFG
148
Goldstone Financial Group
Illinois
$9.78M +$622K +6,419 +7%
PP
149
Prudential plc
United Kingdom
$9.7M +$8.35M +86,129 +621%
FZCM
150
Flynn Zito Capital Management
New York
$9.65M -$26.7K -275 -0.3%
4 5
6
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