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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

378 hedge funds and large institutions have $3.82B invested in VanEck Morningstar Wide Moat ETF in 2023 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 146 increasing their positions, 129 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
378
Holders Change
+4
Holders Change %
+1.07%
% of All Funds
6.05%
Holding in Top 10
55
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+10%
% of All Funds
0.88%
New
44
Increased
146
Reduced
129
Closed
31
Calls
$85M
Puts
$244K
Net Calls
+$84.8M
Net Calls Change
+$55.1M

Top Buyers

1
LPL Financial
LPL Financial
California
$281M
2
Morgan Stanley
Morgan Stanley
New York
$362M
3
PCM
Piedmont Capital Management
Montana
$21.8M
4
PP
Prudential plc
United Kingdom
$65.1M
5
SFBLI
Southern Farm Bureau Life Insurance
Mississippi
$57.8M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$379M
2
WIM
WealthPlan Investment Management
Nebraska
$6.41M
3
FSA
Financial Sense Advisors
California
$0
4
RJA
Raymond James & Associates
Florida
$142M
5
AWM
Activest Wealth Management
Florida
$14.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAN
151
Integrated Advisors Network
Texas
$2.53M +$29.2K +396 +1%
TB
152
Treynor Bancshares
Iowa
$2.5M +$148 +2 +0%
FA
153
Fermata Advisors
California
$2.49M -$2.1M -28,447 -46%
IWM
154
IHT Wealth Management
Illinois
$2.49M +$333K +4,517 +15%
PA
155
Paragon Advisors
Texas
$2.48M +$2.48M +33,556 New
CAG
156
Csenge Advisory Group
Florida
$2.44M -$223K -3,017 -8%
CA
157
Cetera Advisors
Colorado
$2.4M +$143K +1,937 +6%
WKSWA
158
White Knight Strategic Wealth Advisors
New Jersey
$2.37M -$139K -1,878 -6%
CIAS
159
Capital Investment Advisory Services
North Carolina
$2.31M +$379K +5,129 +20%
WW
160
Westshore Wealth
California
$2.29M +$1.5M +20,311 +189%
William Blair & Company
161
William Blair & Company
Illinois
$2.27M +$206K +2,784 +10%
BAM
162
Belpointe Asset Management
Nevada
$2.25M -$678K -9,180 -23%
CWM
163
Collaborative Wealth Management
Florida
$2.15M +$2.44K +33 +0.1%
EH
164
Equitable Holdings
New York
$2.12M +$609K +8,253 +40%
GRP
165
Global Retirement Partners
California
$2.12M +$1.08M +14,757 +105%
OLA
166
Oliver Luxxe Assets
New Jersey
$2.12M +$295 +4 +0%
Cetera Investment Advisers
167
Cetera Investment Advisers
Illinois
$2.09M +$17.6K +239 +0.9%
PPP
168
Private Portfolio Partners
New Jersey
$2.09M -$47.9K -649 -2%
AWM
169
AE Wealth Management
Kansas
$2.08M +$828K +11,219 +66%
AFM
170
Andesa Financial Management
Pennsylvania
$2.04M +$1.11M +30,098 +120%
MA
171
Mutual Advisors
Nebraska
$2.02M +$226K +3,066 +13%
RGC
172
Roberts, Glore & Co
Illinois
$2M +$107K +1,445 +6%
EF
173
Empowered Funds
Pennsylvania
$2M +$2M +27,049 New
EE
174
EWG Elevate
California
$1.97M +$7.16K +97 +0.4%
VF
175
VitalStone Financial
Texas
$1.92M +$929K +12,216 +94%
5 6
7
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