MOAT icon

VanEck Morningstar Wide Moat ETF

346 hedge funds and large institutions have $3.43B invested in VanEck Morningstar Wide Moat ETF in 2022 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 151 increasing their positions, 109 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
-3
Holders Change %
-0.86%
% of All Funds
5.48%
Holding in Top 10
48
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.35%
% of All Funds
0.76%
New
36
Increased
151
Reduced
109
Closed
33
Calls
$224K
Puts
$560K
Net Calls
-$336K
Net Calls Change
+$129K
Name Holding Trade Value Shares
Change
Shares
Change %
9WM
151
9258 Wealth Management
Ohio
$1.92M +$2.69K +36 +0.1%
PNC Financial Services Group
152
PNC Financial Services Group
Pennsylvania
$1.88M -$156K -2,091 -8%
PFGIA
153
Patriot Financial Group Insurance Agency
Massachusetts
$1.84M +$105K +1,405 +6%
CSI
154
Cross Staff Investments
New York
$1.83M +$34.1K +456 +2%
ATC
155
Argent Trust Co
Tennessee
$1.82M +$164K +2,200 +10%
PFA
156
Plotkin Financial Advisors
Maryland
$1.8M +$953K +12,758 +112%
DFA
157
DHK Financial Advisors
New Hampshire
$1.77M +$456K +6,110 +35%
TWP
158
Transparent Wealth Partners
Arkansas
$1.77M +$1.77M +23,696 New
SMC
159
Smith, Moore & Co
Missouri
$1.77M +$644K +8,625 +57%
Qube Research & Technologies (QRT)
160
Qube Research & Technologies (QRT)
United Kingdom
$1.69M -$12.3M -164,028 -88%
William Blair & Company
161
William Blair & Company
Illinois
$1.69M -$4.78K -64 -0.3%
RGC
162
Roberts, Glore & Co
Illinois
$1.69M +$14.4K +193 +0.9%
MIAN
163
Mariner Independent Advisor Network
Kansas
$1.69M +$35.5K +475 +2%
LNC
164
Lincoln National Corp
Pennsylvania
$1.67M +$5.53K +74 +0.3%
LPT
165
Legacy Private Trust
Wisconsin
$1.67M -$5.36M -71,845 -76%
BWM
166
BCS Wealth Management
Tennessee
$1.64M +$11.5K +154 +0.7%
GRP
167
Global Retirement Partners
California
$1.63M +$1.63M +24,504 New
JPMPWA
168
J.P. Morgan Private Wealth Advisors
California
$1.6M +$691K +9,257 +76%
SWM
169
Spire Wealth Management
Virginia
$1.58M -$118K -1,581 -7%
RFN
170
RDA Financial Network
Iowa
$1.56M +$207K +2,775 +15%
KWM
171
Kingsview Wealth Management
Oregon
$1.5M +$64.2K +860 +4%
CA
172
Cetera Advisors
Colorado
$1.45M +$154K +2,063 +12%
Northern Trust
173
Northern Trust
Illinois
$1.42M +$20.2K +270 +1%
EE
174
EWG Elevate
California
$1.38M +$127K +1,696 +10%
PMG
175
ProVise Management Group
Florida
$1.37M -$39.9K -534 -3%