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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

704 hedge funds and large institutions have $9.1B invested in VanEck Morningstar Wide Moat ETF in 2024 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 294 increasing their positions, 217 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
704
Holders Change
+36
Holders Change %
+5.39%
% of All Funds
9.38%
Holding in Top 10
102
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.92%
% of All Funds
1.36%
New
93
Increased
294
Reduced
217
Closed
44
Calls
$2.55M
Puts
$668K
Net Calls
+$1.88M
Net Calls Change
-$445K

Top Buyers

1
MFIM
1
Mesirow Financial Investment Management
Illinois
$325M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$63.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$819M
4
B
4
Barings
North Carolina
$24.2M
5
AAS
5
Avantax Advisory Services
Texas
$80.7M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$676M
2
MIS
2
Morningstar Investment Services
Illinois
$9.5M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$0
4
OCBCO
4
Oversea-Chinese Banking Corp (OCBC)
Singapore
$13.4M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$2.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
151
Acorn Wealth Advisors
Michigan
$8.77M +$435K +4,695 +5%
MSWA
152
Marshall & Sterling Wealth Advisors
New York
$8.75M +$8.75M +94,394 New
FZCM
153
Flynn Zito Capital Management
New York
$8.7M -$529K -5,703 -6%
Truist Financial
154
Truist Financial
North Carolina
$8.7M -$5.99M -64,590 -41%
AF
155
Allworth Financial
California
$8.63M -$282K -2,949 -3%
PWP
156
Pursue Wealth Partners
California
$8.4M -$4.17K -45 -0%
Rockefeller Capital Management
157
Rockefeller Capital Management
New York
$8.28M -$2.85M -30,769 -26%
TA
158
TPG Advisors
Illinois
$8.28M +$64.6K +697 +0.8%
Comerica Bank
159
Comerica Bank
Texas
$8.19M +$1.84M +19,793 +29%
BWG
160
Boomfish Wealth Group
Georgia
$8.17M +$63.5K +685 +0.8%
HFS
161
Howard Financial Services
Texas
$8.1M +$338K +3,649 +4%
MCA
162
Magnolia Capital Advisors
Mississippi
$7.99M +$210K +2,263 +3%
LWP
163
Laurel Wealth Planning
Minnesota
$7.97M -$856K -9,229 -10%
ARC
164
Advisor Resource Council
Texas
$7.87M +$7.87M +84,884 New
AWM
165
Accredited Wealth Management
Kentucky
$7.8M +$7.8M +84,076 New
FH
166
FWG Holdings
Florida
$7.66M +$279K +2,953 +4%
CAG
167
Compass Advisory Group
New York
$7.56M +$7.56M +81,550 New
PWM
168
Perigon Wealth Management
California
$7.54M +$939K +10,034 +14%
EFS
169
Essex Financial Services
Connecticut
$7.44M -$422K -4,555 -5%
AssetMark Inc
170
AssetMark Inc
California
$7.29M +$6.87M +74,126 +1,660%
CFG
171
Copley Financial Group
California
$7.02M +$2.95M +31,800 +72%
Betterment LLC
172
Betterment LLC
New York
$7.01M +$218K +2,348 +3%
FAIM
173
Financial Advocates Investment Management
Washington
$6.87M +$132K +1,426 +2%
NAM
174
NorthCrest Asset Manangement
Minnesota
$6.84M +$154K +1,657 +2%
IWM
175
IHT Wealth Management
Illinois
$6.84M +$205K +2,207 +3%
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