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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

374 hedge funds and large institutions have $4.25B invested in VanEck Morningstar Wide Moat ETF in 2022 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 159 increasing their positions, 122 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
374
Holders Change
+24
Holders Change %
+6.86%
% of All Funds
6.03%
Holding in Top 10
50
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+16.28%
% of All Funds
0.81%
New
56
Increased
159
Reduced
122
Closed
24
Calls
$29.9M
Puts
$247K
Net Calls
+$29.7M
Net Calls Change
+$29.4M

Top Buyers

1
TWM
1
Tanager Wealth Management
United Kingdom
$18.3M
2
Cerity Partners
2
Cerity Partners
New York
$19.2M
3
RJA
3
Raymond James & Associates
Florida
$135M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$42.7M
5
SFBLI
5
Southern Farm Bureau Life Insurance
Mississippi
$40.7M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$143M
2
OIA
2
OneDigital Investment Advisors
Kansas
$80M
3
AWA
3
Arete Wealth Advisors
Illinois
$1.01B
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$160M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$22.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
TRCT
151
Tower Research Capital (TRC)
New York
$2.08M +$109K +1,683 +6%
CA
152
Cetera Advisors
Colorado
$1.98M +$501K +7,713 +34%
Susquehanna International Group
153
Susquehanna International Group
Pennsylvania
$1.94M -$2.18M -33,572 -53%
RF
154
Resolute Financial
Massachusetts
$1.91M -$217K -3,345 -10%
IWM
155
IHT Wealth Management
Illinois
$1.9M -$513K -7,905 -21%
CWM
156
Collaborative Wealth Management
Florida
$1.89M +$236K +3,635 +14%
PPP
157
Private Portfolio Partners
New Jersey
$1.88M +$33K +508 +2%
OLA
158
Oliver Luxxe Assets
New Jersey
$1.86M +$43K +662 +2%
Cetera Investment Advisers
159
Cetera Investment Advisers
Illinois
$1.82M +$1.47M +22,624 +416%
William Blair & Company
160
William Blair & Company
Illinois
$1.82M +$70.7K +1,089 +4%
Jane Street
161
Jane Street
New York
$1.73M +$377K +5,808 +28%
EE
162
EWG Elevate
California
$1.72M +$134K +2,059 +8%
CIAS
163
Capital Investment Advisory Services
North Carolina
$1.7M +$966K +14,880 +132%
RGC
164
Roberts, Glore & Co
Illinois
$1.66M +$195 +3 +0%
HWA
165
HHM Wealth Advisors
Tennessee
$1.65M – – –
BWM
166
BCS Wealth Management
Tennessee
$1.63M +$39.3K +606 +2%
AFM
167
Andesa Financial Management
Pennsylvania
$1.63M -$849K -13,072 -34%
PFGIA
168
Patriot Financial Group Insurance Agency
Massachusetts
$1.62M -$59.4K -915 -4%
CS
169
Credit Suisse
Switzerland
$1.61M -$74K -1,140 -4%
Baird Financial Group
170
Baird Financial Group
Wisconsin
$1.61M +$34.5K +531 +2%
MA
171
Mutual Advisors
Nebraska
$1.58M +$17.1K +263 +1%
LNC
172
Lincoln National Corp
Pennsylvania
$1.58M -$336K -5,172 -18%
CSI
173
Cross Staff Investments
New York
$1.58M -$17K -262 -1%
DFA
174
DHK Financial Advisors
New Hampshire
$1.56M +$19.3K +297 +1%
FWP
175
FAS Wealth Partners
Kansas
$1.56M -$142K -2,182 -8%
5 6
7
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