MOAT icon

VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

303 hedge funds and large institutions have $2.85B invested in VanEck Morningstar Wide Moat ETF in 2021 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 157 increasing their positions, 47 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
303
Holders Change
+24
Holders Change %
+8.6%
% of All Funds
5.29%
Holding in Top 10
34
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+17.24%
% of All Funds
0.59%
New
43
Increased
157
Reduced
47
Closed
16
Calls
$491K
Puts
$526K
Net Calls
-$35K
Net Calls Change
+$720K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$400M
2
MCM
Mainstay Capital Management
Michigan
$66.2M
3
SWA
SFMG Wealth Advisors
Texas
$39.3M
4
Ameriprise
Ameriprise
Minnesota
$94.5M
5
LPL Financial
LPL Financial
California
$145M

Top Sellers

1
AWM
AE Wealth Management
Kansas
$2.07M
2
TC
Trilogy Capital
California
$0
3
BC
Barnett & Company
Tennessee
$1.98M
4
FC
Ferris Capital
Massachusetts
$0
5
FTUS
Flow Traders U.S.
New York
$1.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFN
151
RDA Financial Network
Iowa
$1.23M +$38.9K +525 +3%
BCM
152
BlueCrest Capital Management
Jersey
$1.23M +$681K +9,192 +125%
RJT
153
Raymond James Trust
Florida
$1.17M +$811K +10,951 +225%
WI
154
Wintrust Investments
Illinois
$1.16M +$14.4K +195 +1%
Northern Trust
155
Northern Trust
Illinois
$1.16M -$37K -500 -3%
CPIA
156
Cornell Pochily Investment Advisors
New York
$1.16M +$59.8K +807 +5%
VC
157
Vicus Capital
Pennsylvania
$1.13M +$1.13M +15,276 New
Citadel Advisors
158
Citadel Advisors
Florida
$1.13M +$1.13M +15,238 New
CAN
159
Claraphi Advisory Network
United States
$1.1M -$5.56K -75 -0.5%
DWM
160
Defined Wealth Management
Oregon
$1.09M -$55.6K -751 -5%
CA
161
Cetera Advisors
Colorado
$1.09M +$37.9K +512 +4%
OPS
162
Orion Portfolio Solutions
Nebraska
$1.06M -$94.8K -1,280 -8%
CF
163
Centaurus Financial
California
$1.05M +$214K +2,886 +26%
AIM
164
Anchor Investment Management
South Carolina
$1.03M +$220K +2,974 +27%
PG
165
Patten Group
Tennessee
$1.01M +$87.4K +1,181 +9%
PWM
166
PRW Wealth Management
Massachusetts
$1.01M +$1.01M +13,684 New
JPMPWA
167
J.P. Morgan Private Wealth Advisors
California
$1.01M +$248K +3,344 +33%
EE
168
EWG Elevate
California
$1M -$126K -1,687 -11%
AIP
169
Almanack Investment Partners
Pennsylvania
$980K +$466K +6,296 +91%
CAPTRUST Financial Advisors
170
CAPTRUST Financial Advisors
North Carolina
$977K – – –
SWP
171
Stratos Wealth Partners
Ohio
$944K +$944K +12,749 New
EH
172
Equitable Holdings
New York
$924K +$62.3K +842 +7%
GWSG
173
GPS Wealth Strategies Group
Colorado
$913K +$125K +1,684 +16%
WTC
174
WhitTier Trust Company
Nevada
$911K – – –
PA
175
Prism Advisors
California
$908K -$3.36M -45,402 -79%
5 6
7
8 9