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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

616 hedge funds and large institutions have $8.35B invested in VanEck Morningstar Wide Moat ETF in 2023 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 292 increasing their positions, 132 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
616
Holders Change
+97
Holders Change %
+18.69%
% of All Funds
9.03%
Holding in Top 10
95
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+14.46%
% of All Funds
1.39%
New
131
Increased
292
Reduced
132
Closed
30
Calls
$3.24M
Puts
$501K
Net Calls
+$2.74M
Net Calls Change
+$1.85M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$732M
2
MFIM
Mesirow Financial Investment Management
Illinois
+$191M
3
LPL Financial
LPL Financial
California
+$125M
4
Bank of America
Bank of America
North Carolina
+$116M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$71.7M

Top Sellers

1
TI
TTP Investments
California
-$33.3M
2
OCM
One Capital Management
California
-$26.9M
3
SIS
Strategic Investment Solutions
Illinois
-$25.8M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$17.3M
5
Osaic Holdings
Osaic Holdings
Arizona
-$17.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cetera Investment Advisers
151
Cetera Investment Advisers
Illinois
$7.18M +$2.59M +30,464 +56%
FA
152
Fermata Advisors
California
$7.14M +$581K +6,847 +9%
WIM
153
WealthPlan Investment Management
Nebraska
$6.94M +$321K +3,782 +5%
KV
154
Kickstand Ventures
New York
$6.84M +$6.84M +80,560 New
PFA
155
Plotkin Financial Advisors
Maryland
$6.8M +$432K +5,093 +7%
BWG
156
Boomfish Wealth Group
Georgia
$6.8M +$6.8M +80,137 New
RL
157
Retireful LLC
Michigan
$6.73M -$247K -2,916 -4%
JJBC
158
James J. Burns & Company
New York
$6.68M +$165K +1,940 +3%
PWP
159
Pursue Wealth Partners
California
$6.51M +$324K +3,815 +5%
CJFS
160
Coulter & Justus Financial Services
Tennessee
$6.5M -$216K -2,546 -3%
EBSAM
161
Eubel Brady & Suttman Asset Management
Ohio
$6.3M +$59.3K +699 +1%
SOS
162
Silver Oak Securities
Tennessee
$6.27M +$5.02M +59,164 +401%
FS
163
Ferguson Shapiro
Georgia
$6.25M -$589K -6,938 -9%
HCA
164
Heck Capital Advisors
Wisconsin
$6.23M -$5.94M -69,981 -49%
FAIM
165
Financial Advocates Investment Management
Washington
$5.97M +$5.72M +67,426 +2,280%
Envestnet Portfolio Solutions
166
Envestnet Portfolio Solutions
Illinois
$5.97M +$798K +9,401 +15%
AI
167
Atria Investments
North Carolina
$5.96M +$5.96M +70,229 New
NAM
168
NorthCrest Asset Manangement
Minnesota
$5.95M -$13.8K -163 -0.2%
AIM
169
Avanda Investment Management
Singapore
$5.9M +$5.9M +69,500 New
SEEDPG
170
S.E.E.D. Planning Group
New York
$5.88M -$3.49M -41,106 -37%
OS
171
Objectivity Squared
South Carolina
$5.87M +$5.87M +69,141 New
WA
172
Win Advisors
Florida
$5.8M +$5.8M +68,303 New
WA1
173
Wimmer Associates 1
California
$5.78M +$380K +4,478 +7%
CSPIA
174
Cary Street Partners Investment Advisory
Virginia
$5.7M +$1.81M +21,384 +47%
HAS
175
HBW Advisory Services
California
$5.68M +$724K +8,531 +15%
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