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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

303 hedge funds and large institutions have $2.85B invested in VanEck Morningstar Wide Moat ETF in 2021 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 157 increasing their positions, 47 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
303
Holders Change
+24
Holders Change %
+8.6%
% of All Funds
5.29%
Holding in Top 10
34
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+17.24%
% of All Funds
0.59%
New
43
Increased
157
Reduced
47
Closed
16
Calls
$491K
Puts
$526K
Net Calls
-$35K
Net Calls Change
+$720K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$400M
2
MCM
Mainstay Capital Management
Michigan
$66.2M
3
SWA
SFMG Wealth Advisors
Texas
$39.3M
4
Ameriprise
Ameriprise
Minnesota
$94.5M
5
LPL Financial
LPL Financial
California
$145M

Top Sellers

1
AWM
AE Wealth Management
Kansas
$2.07M
2
TC
Trilogy Capital
California
$0
3
BC
Barnett & Company
Tennessee
$1.98M
4
FC
Ferris Capital
Massachusetts
$0
5
FTUS
Flow Traders U.S.
New York
$1.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
CW
176
CreativeOne Wealth
Kansas
$888K -$1.4M -18,858 -61%
HIP
177
HUB Investment Partners
Texas
$873K -$112K -1,517 -11%
UCFA
178
United Capital Financial Advisors
Texas
$860K – – –
Brown Advisory
179
Brown Advisory
Maryland
$822K +$51.9K +700 +7%
OSNBOA
180
Old Second National Bank of Aurora
Illinois
$780K – – –
JWCA
181
J.W. Cole Advisors
Florida
$767K +$157K +2,127 +26%
NFSG
182
Newbridge Financial Services Group
Florida
$757K +$209K +2,815 +38%
TFS
183
Thoroughbred Financial Services
Tennessee
$691K +$691K +9,335 New
WS
184
Wedbush Securities
California
$690K +$17.8K +240 +3%
FI
185
Financial Insights
Washington
$668K +$668K +902 New
VDBMI
186
Van Den Berg Management I
Texas
$624K +$184K +2,490 +42%
GTAM
187
Global Trust Asset Management
Florida
$624K +$624K +8,430 New
Comerica Bank
188
Comerica Bank
Texas
$602K +$43.6K +581 +8%
Bank of Nova Scotia
189
Bank of Nova Scotia
Ontario, Canada
$554K +$554K +7,480 New
LA
190
LexAurum Advisors
Kansas
$549K – – –
Mercer Global Advisors
191
Mercer Global Advisors
Colorado
$541K +$493K +6,657 +1,032%
CG
192
Clarus Group
Texas
$536K -$24.5K -326 -4%
HI
193
Harbour Investments
Wisconsin
$516K +$181K +2,451 +54%
RCAG
194
Rehmann Capital Advisory Group
Michigan
$508K +$170K +3,310 +50%
SFSIG
195
San Francisco Sentry Investment Group
California
$504K – – –
BJL
196
Brighton Jones LLC
Washington
$494K +$25.5K +344 +5%
GAG
197
GM Advisory Group
New York
$478K – – –
GC
198
Gilbert & Cook
Iowa
$477K +$104K +1,408 +28%
SL
199
SWMG LLC
Texas
$471K +$83.5K +1,128 +22%
WWM
200
Western Wealth Management
Colorado
$462K +$462K +6,185 New
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8
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