MOAT icon

VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

255 hedge funds and large institutions have $1.85B invested in VanEck Morningstar Wide Moat ETF in 2020 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 97 increasing their positions, 72 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
255
Holders Change
+29
Holders Change %
+12.83%
% of All Funds
4.52%
Holding in Top 10
24
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+26.32%
% of All Funds
0.43%
New
49
Increased
97
Reduced
72
Closed
16
Calls
$2.73M
Puts
$440K
Net Calls
+$2.29M
Net Calls Change
+$426K

Top Buyers

1
OIA
1
OneDigital Investment Advisors
Kansas
$87.6M
2
Ameriprise
2
Ameriprise
Minnesota
$58M
3
FSA
3
Financial Services Advisory
Maryland
$15.5M
4
Bank of America
4
Bank of America
North Carolina
$272M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$101M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$2.9M
2
KA
2
Kovack Advisors
Florida
$0
3
CWG
3
Cornerstone Wealth Group
North Carolina
$19.3M
4
Truist Financial
4
Truist Financial
North Carolina
$13.5M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PIA
176
Perennial Investment Advisors
California
$294K – – –
AA
177
Ancora Advisors
Ohio
$292K – – –
WF
178
Welch & Forbes
Massachusetts
$290K – – –
AGA
179
Accuvest Global Advisors
Utah
$290K +$129K +2,076 +80%
RCAG
180
Rehmann Capital Advisory Group
Michigan
$285K -$127 -2 -0%
PFGIA
181
Patriot Financial Group Insurance Agency
Massachusetts
$275K +$132K +2,135 +93%
GWM
182
Geneos Wealth Management
Colorado
$273K +$220K +11,088 +416%
MA
183
Mutual Advisors
Nebraska
$253K +$253K +4,080 New
DL
184
DOHJ LLC
Washington
$247K -$62.8K -972 -20%
BCA
185
Bay Colony Advisors
Massachusetts
$245K +$11.7K +189 +5%
CIBC World Market
186
CIBC World Market
Ontario, Canada
$242K -$49.5K -800 -17%
ADL
187
Asset Dedication LLC
California
$241K – – –
PA
188
PSI Advisors
Florida
$240K +$240K +3,875 New
FWM
189
Fairhaven Wealth Management
Illinois
$239K -$75.4K -1,218 -24%
WCG
190
Weaver Consulting Group
California
$239K -$3.53K -57 -1%
GRP
191
Global Retirement Partners
California
$234K -$59.7K -961 -20%
PWM
192
Perigon Wealth Management
California
$234K – – –
MAS
193
Madden Advisory Services
Florida
$224K -$19.8K -319 -8%
Fidelity Investments
194
Fidelity Investments
Massachusetts
$220K +$15.3K +247 +7%
SMC
195
Smith, Moore & Co
Missouri
$210K -$19.8K -320 -9%
AFP
196
Ausdal Financial Partners
Iowa
$209K +$209K +3,364 New
BCM
197
Beck Capital Management
Texas
$208K -$37.2K -600 -15%
RCA
198
Rowland Carmichael Advisors
Arizona
$177K – – –
D
199
Diversified
Delaware
$116K +$116K +2,116 New
RG
200
Retirement Group
California
$107K -$56.9K -922 -35%
6 7
8
9 10