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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

279 hedge funds and large institutions have $2.37B invested in VanEck Morningstar Wide Moat ETF in 2021 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 120 increasing their positions, 66 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
279
Holders Change
+24
Holders Change %
+9.41%
% of All Funds
4.91%
Holding in Top 10
29
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+20.83%
% of All Funds
0.51%
New
42
Increased
120
Reduced
66
Closed
16
Calls
$374K
Puts
$1.13M
Net Calls
-$755K
Net Calls Change
-$3.04M

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$57.4M
2
LPL Financial
2
LPL Financial
California
$117M
3
Morgan Stanley
3
Morgan Stanley
New York
$279M
4
QA
4
Quantitative Advantage
Minnesota
$21.7M
5
Bank of America
5
Bank of America
North Carolina
$322M

Top Sellers

1
CWG
1
Cornerstone Wealth Group
North Carolina
$3.27M
2
AWE
2
Avidian Wealth Enterprises
Texas
$0
3
FI
3
FormulaFolio Investments
Michigan
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$13M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$3.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
William Blair & Company
151
William Blair & Company
Illinois
$1.02M +$42K +606 +4%
CA
152
Cetera Advisors
Colorado
$981K +$43.8K +632 +5%
HIP
153
HUB Investment Partners
Texas
$922K +$422K +6,092 +84%
CAPTRUST Financial Advisors
154
CAPTRUST Financial Advisors
North Carolina
$914K – – –
CAG
155
Csenge Advisory Group
Florida
$901K -$87.7K -1,232 -9%
GWM
156
Geneos Wealth Management
Colorado
$869K -$123K -1,705 -12%
PG
157
Patten Group
Tennessee
$866K +$12.4K +179 +1%
WTC
158
WhitTier Trust Company
Nevada
$852K -$13.9K -200 -2%
ASN
159
Advisory Services Network
Georgia
$832K +$23.1K +333 +3%
EH
160
Equitable Holdings
New York
$806K +$17.9K +259 +2%
UCFA
161
United Capital Financial Advisors
Texas
$805K – – –
CF
162
Centaurus Financial
California
$782K +$36.4K +525 +5%
AIM
163
Anchor Investment Management
South Carolina
$757K +$677K +9,765 +843%
GWSG
164
GPS Wealth Strategies Group
Colorado
$737K +$737K +10,643 New
OSNBOA
165
Old Second National Bank of Aurora
Illinois
$730K – – –
Brown Advisory
166
Brown Advisory
Maryland
$720K +$720K +10,396 New
JPMPWA
167
J.P. Morgan Private Wealth Advisors
California
$713K -$12.1K -175 -2%
WS
168
Wedbush Securities
California
$629K -$26.2K -378 -4%
JWCA
169
J.W. Cole Advisors
Florida
$571K -$17.3K -250 -3%
Comerica Bank
170
Comerica Bank
Texas
$537K +$1.01K +14 +0.2%
CG
171
Clarus Group
Texas
$527K +$69.2K +980 +15%
LA
172
LexAurum Advisors
Kansas
$514K – – –
NFSG
173
Newbridge Financial Services Group
Florida
$513K – – –
BCM
174
BlueCrest Capital Management
Jersey
$511K +$511K +7,373 New
AIP
175
Almanack Investment Partners
Pennsylvania
$481K -$447K -6,449 -48%
5 6
7
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