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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

654 hedge funds and large institutions have $8.36B invested in VanEck Morningstar Wide Moat ETF in 2024 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 270 increasing their positions, 210 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
654
Holders Change
+22
Holders Change %
+3.48%
% of All Funds
9.51%
Holding in Top 10
93
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.13%
% of All Funds
1.35%
New
74
Increased
270
Reduced
210
Closed
42
Calls
$2.56M
Puts
$468K
Net Calls
+$2.09M
Net Calls Change
+$172K

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$82M
2
BCM
2
Brookstone Capital Management
Illinois
$88.5M
3
AAS
3
Avantax Advisory Services
Texas
$29.5M
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$19.6M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$17.6M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$65.3M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$89.9M
3
DCM
3
Davidson Capital Management
Texas
$20.2M
4
Bank of America
4
Bank of America
North Carolina
$740M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$3.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
UWS
151
Unique Wealth Strategies
Illinois
$7.61M – – –
TA
152
TPG Advisors
Illinois
$7.57M +$7.57M +87,429 New
TFM
153
Trademark Financial Management
Minnesota
$7.5M -$614K -7,088 -8%
AWA
154
Acorn Wealth Advisors
Michigan
$7.49M +$1.19M +13,774 +19%
P
155
&Partners
Tennessee
$7.48M +$2.45M +28,339 +49%
BWG
156
Boomfish Wealth Group
Georgia
$7.35M +$460K +5,310 +7%
Aberdeen Group
157
Aberdeen Group
United Kingdom
$7.34M +$142K +1,639 +2%
EFS
158
Essex Financial Services
Connecticut
$7.34M +$2.6M +29,176 +55%
Envestnet Portfolio Solutions
159
Envestnet Portfolio Solutions
Illinois
$7.13M +$398K +4,601 +6%
YIA
160
YHB Investment Advisors
Connecticut
$7.09M -$1.55M -17,847 -18%
FH
161
FWG Holdings
Florida
$7.06M -$756K -8,534 -10%
GS
162
GTS Securities
New York
$7.05M +$4.93M +56,920 +232%
LWM
163
Lionsbridge Wealth Management
Florida
$6.84M -$24.2K -279 -0.4%
FAIM
164
Financial Advocates Investment Management
Washington
$6.82M +$67.7K +782 +1%
NCM
165
Novare Capital Management
North Carolina
$6.78M +$209K +2,414 +3%
EWA
166
Etesian Wealth Advisors
Oregon
$6.56M +$972K +11,220 +17%
FTS
167
Fifth Third Securities
Ohio
$6.52M +$145K +1,673 +2%
HFS
168
Howard Financial Services
Texas
$6.38M +$3M +34,629 +89%
EBSAM
169
Eubel Brady & Suttman Asset Management
Ohio
$6.3M -$18.6K -215 -0.3%
WA1
170
Wimmer Associates 1
California
$6.24M +$418K +4,821 +7%
ATC
171
Argent Trust Co
Tennessee
$6.23M -$74.6K -861 -1%
SIAP
172
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$6.23M +$280K +3,230 +5%
MIM
173
Morningstar Investment Management
Illinois
$6.21M +$6.21M +71,730 New
HAS
174
HBW Advisory Services
California
$6.14M +$345K +3,987 +6%
NAM
175
NorthCrest Asset Manangement
Minnesota
$6.09M +$17K +196 +0.3%
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