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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

279 hedge funds and large institutions have $2.37B invested in VanEck Morningstar Wide Moat ETF in 2021 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 120 increasing their positions, 66 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
279
Holders Change
+24
Holders Change %
+9.41%
% of All Funds
4.91%
Holding in Top 10
29
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+20.83%
% of All Funds
0.51%
New
42
Increased
120
Reduced
66
Closed
16
Calls
$374K
Puts
$1.13M
Net Calls
-$755K
Net Calls Change
-$3.04M

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$57.4M
2
LPL Financial
2
LPL Financial
California
$117M
3
Morgan Stanley
3
Morgan Stanley
New York
$279M
4
QA
4
Quantitative Advantage
Minnesota
$21.7M
5
Bank of America
5
Bank of America
North Carolina
$322M

Top Sellers

1
CWG
1
Cornerstone Wealth Group
North Carolina
$3.27M
2
AWE
2
Avidian Wealth Enterprises
Texas
$0
3
FI
3
FormulaFolio Investments
Michigan
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$13M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$3.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
Lido Advisors
176
Lido Advisors
California
$481K +$69.2K +1,000 +17%
SFSIG
177
San Francisco Sentry Investment Group
California
$471K +$3.81K +55 +0.8%
Rockefeller Capital Management
178
Rockefeller Capital Management
New York
$464K – – –
KWM
179
Keebeck Wealth Management
Illinois
$463K +$463K +6,690 New
GAG
180
GM Advisory Group
New York
$447K -$80.7K -1,165 -15%
RCAG
181
Rehmann Capital Advisory Group
Michigan
$446K +$143K +2,117 +47%
BJL
182
Brighton Jones LLC
Washington
$439K – – –
VDBMI
183
Van Den Berg Management I
Texas
$411K +$35.9K +519 +10%
GRP
184
Global Retirement Partners
California
$386K +$125K +1,800 +48%
CIBC World Market
185
CIBC World Market
Ontario, Canada
$375K +$104K +1,500 +38%
SL
186
SWMG LLC
Texas
$362K -$8.86K -128 -2%
VCM
187
Vigilant Capital Management
Maine
$361K +$361K +5,217 New
SC
188
Soundwatch Capital
Connecticut
$351K -$199K -2,869 -36%
GC
189
Gilbert & Cook
Iowa
$349K -$13.6K -196 -4%
RJT
190
Raymond James Trust
Florida
$336K -$13.4K -194 -4%
WF
191
Welch & Forbes
Massachusetts
$335K +$11.5K +166 +4%
PIA
192
Perennial Investment Advisors
California
$329K – – –
AA
193
Ancora Advisors
Ohio
$326K – – –
HI
194
Harbour Investments
Wisconsin
$313K +$313K +4,520 New
SIC
195
Samalin Investment Counsel
New York
$295K +$295K +4,265 New
IWC
196
Integrated Wealth Concepts
Massachusetts
$292K -$115K -1,658 -28%
PA
197
PSI Advisors
Florida
$292K +$23.6K +340 +9%
IAN
198
Integrated Advisors Network
Texas
$279K +$279K +4,022 New
BCA
199
Bay Colony Advisors
Massachusetts
$277K +$2.57K +37 +0.9%
MA
200
Mutual Advisors
Nebraska
$274K -$9.16K -132 -3%
6 7
8
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