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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

350 hedge funds and large institutions have $2.91B invested in VanEck Morningstar Wide Moat ETF in 2022 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 151 increasing their positions, 108 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
350
Holders Change
+8
Holders Change %
+2.34%
% of All Funds
6.05%
Holding in Top 10
43
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.27%
% of All Funds
0.74%
New
34
Increased
151
Reduced
108
Closed
24
Calls
$243K
Puts
–
Net Calls
+$243K
Net Calls Change
-$530K

Top Buyers

1
PP
1
Prudential plc
United Kingdom
$31.9M
2
AF
2
Apexium Financial
Texas
$23.2M
3
AWM
3
Activest Wealth Management
Florida
$21.5M
4
FFA
4
First Foundation Advisors
California
$23.5M
5
LPL Financial
5
LPL Financial
California
$164M

Top Sellers

1
APCM
1
Alaska Permanent Capital Management
Alaska
$431K
2
Bank of America
2
Bank of America
North Carolina
$335M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$0
4
OIA
4
OneDigital Investment Advisors
Kansas
$97.2M
5
Creative Planning
5
Creative Planning
Kansas
$3.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
OLA
151
Oliver Luxxe Assets
New Jersey
$1.68M +$7.56K +126 +0.5%
William Blair & Company
152
William Blair & Company
Illinois
$1.61M +$231K +3,857 +17%
FTUS
153
Flow Traders U.S.
New York
$1.61M -$303K -5,055 -16%
ATC
154
Argent Trust Co
Tennessee
$1.6M +$93K +1,550 +6%
National Bank of Canada
155
National Bank of Canada
Quebec, Canada
$1.6M -$24.8K -414 -2%
FWP
156
FAS Wealth Partners
Kansas
$1.57M +$1.14M +19,080 +269%
CS
157
Credit Suisse
Switzerland
$1.56M -$635K -10,585 -29%
PNC Financial Services Group
158
PNC Financial Services Group
Pennsylvania
$1.56M -$959 -16 -0.1%
PFGIA
159
Patriot Financial Group Insurance Agency
Massachusetts
$1.55M +$17.9K +299 +1%
RGC
160
Roberts, Glore & Co
Illinois
$1.54M +$142K +2,373 +10%
HWA
161
HHM Wealth Advisors
Tennessee
$1.53M – – –
CWM
162
Collaborative Wealth Management
Florida
$1.52M +$71.8K +1,197 +5%
EH
163
Equitable Holdings
New York
$1.5M +$311K +5,190 +26%
GRP
164
Global Retirement Partners
California
$1.48M +$21.3K +333 +1%
BWM
165
BCS Wealth Management
Tennessee
$1.47M +$105K +1,742 +8%
CSI
166
Cross Staff Investments
New York
$1.47M – – –
VWA
167
V Wealth Advisors
Kansas
$1.47M -$51.6K -860 -3%
EE
168
EWG Elevate
California
$1.47M – – –
Baird Financial Group
169
Baird Financial Group
Wisconsin
$1.45M -$3.06M -50,971 -68%
MA
170
Mutual Advisors
Nebraska
$1.44M +$948K +15,798 +192%
DFA
171
DHK Financial Advisors
New Hampshire
$1.42M +$60 +1 +0%
TWM
172
Tanager Wealth Management
United Kingdom
$1.37M +$509K +8,481 +59%
BFO
173
Boston Family Office
Massachusetts
$1.37M +$225K +3,756 +20%
CA
174
Cetera Advisors
Colorado
$1.37M +$51.7K +862 +4%
AI
175
Atria Investments
North Carolina
$1.34M -$262K -4,361 -16%
5 6
7
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