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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

519 hedge funds and large institutions have $5.8B invested in VanEck Morningstar Wide Moat ETF in 2023 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 255 increasing their positions, 109 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
519
Holders Change
+62
Holders Change %
+13.57%
% of All Funds
8.27%
Holding in Top 10
83
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+23.88%
% of All Funds
1.32%
New
94
Increased
255
Reduced
109
Closed
26
Calls
$1.8M
Puts
$910K
Net Calls
+$887K
Net Calls Change
-$10.9M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$514M
2
Bank of America
Bank of America
North Carolina
$540M
3
Osaic Holdings
Osaic Holdings
Arizona
$132M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$146M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$45.6M

Top Sellers

1
SC
Soundwatch Capital
Connecticut
$474K
2
EWA
EP Wealth Advisors
California
$653K
3
RJFSA
Raymond James Financial Services Advisors
Florida
$155M
4
PP
Prudential plc
United Kingdom
$489K
5
PCM
Piedmont Capital Management
Montana
$5.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA1
151
Wimmer Associates 1
California
$4.83M -$25.6K -337 -0.5%
FPGK
152
Financial Partners Group (Kansas)
Kansas
$4.81M +$90.3K +1,223 +2%
SFG
153
Snider Financial Group
Washington
$4.81M +$1.17M +15,476 +32%
ACM
154
Avalon Capital Management
California
$4.69M -$8.12K -107 -0.2%
AC
155
AlphaCore Capital
California
$4.67M -$5.46K -72 -0.1%
GS
156
GTS Securities
New York
$4.66M +$4.35M +57,314 +1,381%
Envestnet Portfolio Solutions
157
Envestnet Portfolio Solutions
Illinois
$4.62M +$4.62M +60,967 New
TP
158
Tranquility Partners
Tennessee
$4.61M +$42.9K +566 +0.9%
AWA
159
Acorn Wealth Advisors
Michigan
$4.53M +$531K +7,005 +13%
HAS
160
HBW Advisory Services
California
$4.43M +$4.19M +55,311 +1,808%
AIC
161
Ayalon Insurance Company
Israel
$4.34M +$2.68M +35,388 +162%
NCM
162
Novare Capital Management
North Carolina
$4.2M +$4.2M +55,442 New
BRWA
163
B. Riley Wealth Advisors
Florida
$4.17M -$398K -5,242 -9%
CW
164
Connectus Wealth
Ohio
$4.15M -$66.2K -873 -2%
Cetera Investment Advisers
165
Cetera Investment Advisers
Illinois
$4.1M +$900K +11,861 +28%
LWM
166
Lionsbridge Wealth Management
Florida
$4.05M -$107K -1,407 -3%
RWA
167
Rooted Wealth Advisors
Illinois
$3.97M +$3.16M +40,825 +393%
CA
168
CoreCap Advisors
Michigan
$3.94M +$2.72M +35,813 +222%
MCM
169
Mengis Capital Management
Oregon
$3.84M +$23.7K +312 +0.6%
PIA
170
Panoramic Investment Advisors
Colorado
$3.83M +$3.83M +50,460 New
KDA
171
Kraft Davis & Associates
Missouri
$3.8M -$58.3K -790 -2%
SPI
172
Santori & Peters Inc
Pennsylvania
$3.78M +$3.78M +49,853 New
CWG
173
Cornerstone Wealth Group
North Carolina
$3.77M -$50.4K -664 -1%
SPA
174
Sentinel Pension Advisors
Massachusetts
$3.74M -$183K -2,407 -5%
HI
175
Harbour Investments
Wisconsin
$3.69M +$226K +2,977 +7%
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7
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