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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

704 hedge funds and large institutions have $9.1B invested in VanEck Morningstar Wide Moat ETF in 2024 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 294 increasing their positions, 217 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
704
Holders Change
+36
Holders Change %
+5.39%
% of All Funds
9.38%
Holding in Top 10
102
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.92%
% of All Funds
1.36%
New
93
Increased
294
Reduced
217
Closed
44
Calls
$2.55M
Puts
$668K
Net Calls
+$1.88M
Net Calls Change
-$445K

Top Buyers

1
MFIM
1
Mesirow Financial Investment Management
Illinois
$325M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$63.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$819M
4
B
4
Barings
North Carolina
$24.2M
5
AAS
5
Avantax Advisory Services
Texas
$80.7M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$676M
2
MIS
2
Morningstar Investment Services
Illinois
$9.5M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$0
4
OCBCO
4
Oversea-Chinese Banking Corp (OCBC)
Singapore
$13.4M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$2.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACS
126
Archford Capital Strategies
Illinois
$11.3M -$1.07M -11,513 -9%
PAMG
127
Patton Albertson Miller Group
Tennessee
$11.1M -$6.77M -73,006 -38%
CA
128
Cornerstone Advisory
Maryland
$11.1M +$1.59M +17,408 +17%
OS
129
Objectivity Squared
South Carolina
$10.8M +$263K +2,891 +2%
Corient Private Wealth
130
Corient Private Wealth
Florida
$10.8M -$73.6K -805 -0.7%
JJBC
131
James J. Burns & Company
New York
$10.7M +$874K +9,425 +9%
PFA
132
Plotkin Financial Advisors
Maryland
$10.7M +$110K +1,190 +1%
OAJ
133
Ogorek Anthony Joseph
New York
$10.7M -$809K -8,730 -7%
RC
134
Roundview Capital
New Jersey
$10.5M -$14.5K -156 -0.1%
AI
135
Atria Investments
North Carolina
$10.4M -$5.01M -54,074 -33%
SAF
136
Smith Anglin Financial
Texas
$10.4M -$736K -7,942 -7%
UFA
137
US Financial Advisors
Massachusetts
$10.3M +$142K +1,530 +1%
NA
138
NewEdge Advisors
Louisiana
$10.3M +$115K +1,241 +1%
Aberdeen Group
139
Aberdeen Group
United Kingdom
$10.1M -$2.13M -23,055 -17%
IAA
140
Independent Advisor Alliance
North Carolina
$9.97M +$9.97M +107,509 New
GFG
141
Goldstone Financial Group
Illinois
$9.78M +$423K +4,567 +5%
FFA
142
Farther Finance Advisors
California
$9.77M +$9.7M +104,576 +13,634%
FF
143
Farrow Financial
Vermont
$9.67M -$111K -1,203 -1%
MIS
144
Morningstar Investment Services
Illinois
$9.5M -$54.2M -584,777 -85%
NCM
145
Novare Capital Management
North Carolina
$9.46M +$316K +3,405 +3%
P
146
&Partners
Tennessee
$9.3M +$804K +8,682 +9%
EH
147
Equitable Holdings
New York
$9.25M +$643K +6,935 +7%
EFP
148
EnRich Financial Partners
Wisconsin
$9.24M -$272K -2,937 -3%
LIWM
149
Long Island Wealth Management
New York
$9.01M +$9.01M +97,130 New
ACG
150
Allen Capital Group
Nebraska
$8.9M -$250K -2,692 -3%
4 5
6
7 8