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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

668 hedge funds and large institutions have $9.52B invested in VanEck Morningstar Wide Moat ETF in 2024 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 275 increasing their positions, 224 reducing their positions, and 37 closing their positions.

Holders
668
Holders Change
+14
Holders Change %
+2.14%
% of All Funds
9.66%
Holding in Top 10
104
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+11.83%
% of All Funds
1.5%
New
60
Increased
275
Reduced
224
Closed
37
Calls
$3.05M
Puts
$727K
Net Calls
+$2.33M
Net Calls Change
+$240K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$764M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$47.9M
3
AAS
3
Avantax Advisory Services
Texas
$71.3M
4
RWA
4
Redhawk Wealth Advisors
Minnesota
$30.7M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$40.7M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$787M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$74.1M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$216M
4
PAG
4
Private Advisor Group
New Jersey
$54.3M
5
UBS Group
5
UBS Group
Switzerland
$186M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACG
151
Allen Capital Group
Nebraska
$9.56M -$151K -1,557 -2%
NCM
152
Novare Capital Management
North Carolina
$9.56M +$1.97M +20,347 +26%
AWM
153
Aspire Wealth Management
Massachusetts
$9.47M -$329K -3,392 -3%
LWP
154
Laurel Wealth Planning
Minnesota
$9.23M -$109K -1,120 -1%
AF
155
Allworth Financial
California
$9.05M -$8.58M -88,477 -49%
EH
156
Equitable Holdings
New York
$9M -$2.35M -24,241 -21%
P
157
&Partners
Tennessee
$8.97M +$521K +5,330 +6%
PWP
158
Pursue Wealth Partners
California
$8.79M -$169K -1,747 -2%
AWA
159
Acorn Wealth Advisors
Michigan
$8.71M +$329K +3,397 +4%
TA
160
TPG Advisors
Illinois
$8.59M +$114K +1,174 +1%
BWG
161
Boomfish Wealth Group
Georgia
$8.48M +$244K +2,518 +3%
EFS
162
Essex Financial Services
Connecticut
$8.21M +$240K +2,478 +3%
MCA
163
Magnolia Capital Advisors
Mississippi
$8.13M +$7.73M +79,702 +1,900%
HFS
164
Howard Financial Services
Texas
$8.12M +$974K +10,051 +14%
OPS
165
Orion Portfolio Solutions
Nebraska
$7.99M -$1.63M -16,818 -17%
BCI
166
Brinker Capital Investments
Pennsylvania
$7.99M -$1.63M -16,818 -17%
MIM
167
Morningstar Investment Management
Illinois
$7.49M +$509K +5,232 +7%
FH
168
FWG Holdings
Florida
$7.47M -$152K -1,590 -2%
WWM
169
Western Wealth Management
Colorado
$7.37M +$2.33M +24,044 +46%
EBSAM
170
Eubel Brady & Suttman Asset Management
Ohio
$7.28M +$226K +2,334 +3%
Two Sigma Advisers
171
Two Sigma Advisers
New York
$7.26M -$14.7M -151,200 -67%
ATC
172
Argent Trust Co
Tennessee
$7.23M +$247K +2,545 +4%
Betterment LLC
173
Betterment LLC
New York
$7.1M +$1.75M +18,063 +33%
FAIM
174
Financial Advocates Investment Management
Washington
$7.04M -$589K -6,080 -8%
NAM
175
NorthCrest Asset Manangement
Minnesota
$6.99M +$177K +1,823 +3%
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