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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

255 hedge funds and large institutions have $1.85B invested in VanEck Morningstar Wide Moat ETF in 2020 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 97 increasing their positions, 72 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
255
Holders Change
+29
Holders Change %
+12.83%
% of All Funds
4.52%
Holding in Top 10
24
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+26.32%
% of All Funds
0.43%
New
49
Increased
97
Reduced
72
Closed
16
Calls
$2.73M
Puts
$440K
Net Calls
+$2.29M
Net Calls Change
+$426K

Top Buyers

1
OIA
1
OneDigital Investment Advisors
Kansas
$87.6M
2
Ameriprise
2
Ameriprise
Minnesota
$58M
3
FSA
3
Financial Services Advisory
Maryland
$15.5M
4
Bank of America
4
Bank of America
North Carolina
$272M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$101M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$2.9M
2
KA
2
Kovack Advisors
Florida
$0
3
CWG
3
Cornerstone Wealth Group
North Carolina
$19.3M
4
Truist Financial
4
Truist Financial
North Carolina
$13.5M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OSNBOA
151
Old Second National Bank of Aurora
Illinois
$653K -$41.5K -670 -6%
JPMPWA
152
J.P. Morgan Private Wealth Advisors
California
$649K +$12K +193 +2%
WS
153
Wedbush Securities
California
$586K -$55.1K -889 -9%
JWCA
154
J.W. Cole Advisors
Florida
$526K -$136K -2,201 -21%
SC
155
Soundwatch Capital
Connecticut
$492K -$74.6K -1,203 -13%
Comerica Bank
156
Comerica Bank
Texas
$477K – – –
GAG
157
GM Advisory Group
New York
$472K +$51.5K +831 +12%
OPS
158
Orion Portfolio Solutions
Nebraska
$469K +$469K +7,568 New
LA
159
LexAurum Advisors
Kansas
$460K +$460K +7,415 New
NFSG
160
Newbridge Financial Services Group
Florida
$459K +$19.5K +315 +4%
CG
161
Clarus Group
Texas
$432K +$432K +6,488 New
Creative Planning
162
Creative Planning
Kansas
$431K -$49.1K -792 -10%
SFSIG
163
San Francisco Sentry Investment Group
California
$419K +$31.3K +505 +8%
Rockefeller Capital Management
164
Rockefeller Capital Management
New York
$415K – – –
HIP
165
HUB Investment Partners
Texas
$394K +$394K +7,214 New
BJL
166
Brighton Jones LLC
Washington
$393K -$32K -516 -8%
Lido Advisors
167
Lido Advisors
California
$368K +$368K +5,949 New
IWC
168
Integrated Wealth Concepts
Massachusetts
$364K -$8.73K -141 -2%
NA
169
NewEdge Advisors
Louisiana
$355K -$20.1K -324 -5%
VDBMI
170
Van Den Berg Management I
Texas
$336K +$336K +5,415 New
SL
171
SWMG LLC
Texas
$334K +$334K +5,359 New
GC
172
Gilbert & Cook
Iowa
$325K -$66.2K -1,066 -17%
RJT
173
Raymond James Trust
Florida
$313K -$3.22K -52 -1%
Jane Street
174
Jane Street
New York
$309K -$1.69M -27,282 -85%
PCM
175
Piedmont Capital Management
Montana
$298K +$298K +4,807 New
5 6
7
8 9