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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

632 hedge funds and large institutions have $8.88B invested in VanEck Morningstar Wide Moat ETF in 2024 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 313 increasing their positions, 160 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
632
Holders Change
+16
Holders Change %
+2.6%
% of All Funds
9.16%
Holding in Top 10
96
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.05%
% of All Funds
1.39%
New
75
Increased
313
Reduced
160
Closed
50
Calls
$3.96M
Puts
$2.04M
Net Calls
+$1.92M
Net Calls Change
-$826K

Top Buyers

1
MIS
1
Morningstar Investment Services
Illinois
$64.7M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$58.9M
3
FFA
3
First Foundation Advisors
California
$91.6M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$292M
5
Bank of America
5
Bank of America
North Carolina
$794M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$782M
2
PP
2
Prudential plc
United Kingdom
$2.48M
3
GM
3
GeoWealth Management
Illinois
$218K
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$138M
5
AWM
5
AE Wealth Management
Kansas
$428K
Name Holding Trade Value Shares
Change 		Shares
Change %
GFG
151
Goldstone Financial Group
Illinois
$8.19M +$222K +2,464 +3%
FA
152
Fermata Advisors
California
$7.94M +$379K +4,221 +5%
PWP
153
Pursue Wealth Partners
California
$7.91M +$1.01M +11,280 +15%
FH
154
FWG Holdings
Florida
$7.75M +$200K +2,276 +3%
LC
155
Legacy CG
Texas
$7.65M -$11.3M -125,441 -60%
UWS
156
Unique Wealth Strategies
Illinois
$7.61M +$7.61M +84,601 New
DFA
157
DHK Financial Advisors
New Hampshire
$7.59M -$802K -8,920 -10%
Aberdeen Group
158
Aberdeen Group
United Kingdom
$7.48M -$7.02M -78,107 -48%
KV
159
Kickstand Ventures
New York
$7.3M +$58.3K +648 +0.8%
BWG
160
Boomfish Wealth Group
Georgia
$7.16M -$48.6K -541 -0.7%
LWM
161
Lionsbridge Wealth Management
Florida
$7.13M +$1.89M +20,983 +36%
RL
162
Retireful LLC
Michigan
$7.03M -$94.9K -1,056 -1%
FAIM
163
Financial Advocates Investment Management
Washington
$7.01M +$678K +7,541 +11%
Envestnet Portfolio Solutions
164
Envestnet Portfolio Solutions
Illinois
$6.98M +$658K +7,324 +10%
FZCM
165
Flynn Zito Capital Management
New York
$6.97M +$6.64M +73,844 +2,017%
NCM
166
Novare Capital Management
North Carolina
$6.82M +$1.19M +13,275 +21%
FTS
167
Fifth Third Securities
Ohio
$6.62M +$1.7M +18,871 +34%
EBSAM
168
Eubel Brady & Suttman Asset Management
Ohio
$6.56M -$121K -1,342 -2%
ATC
169
Argent Trust Co
Tennessee
$6.55M +$715K +7,950 +12%
HCA
170
Heck Capital Advisors
Wisconsin
$6.55M -$50.1K -557 -0.8%
AWA
171
Acorn Wealth Advisors
Michigan
$6.54M +$793K +8,824 +14%
AWG
172
Altus Wealth Group
Colorado
$6.47M +$4.32M +48,029 +201%
NAM
173
NorthCrest Asset Manangement
Minnesota
$6.3M -$4.14K -46 -0.1%
CSPIA
174
Cary Street Partners Investment Advisory
Virginia
$6.25M +$212K +2,354 +4%
PWA
175
PCG Wealth Advisors
Kansas
$6.22M +$1.06M +11,754 +20%
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