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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

307 hedge funds and large institutions have $2.93B invested in VanEck Morningstar Wide Moat ETF in 2021 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 156 increasing their positions, 60 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
+4
Holders Change %
+1.32%
% of All Funds
5.39%
Holding in Top 10
34
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.6%
New
40
Increased
156
Reduced
60
Closed
28
Calls
$4.38M
Puts
$408K
Net Calls
+$3.97M
Net Calls Change
+$4.01M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$27.2M
2
Ameriprise
Ameriprise
Minnesota
+$15.1M
3
AIP
Almanack Investment Partners
Pennsylvania
+$14.2M
4
FFC
Fure Financial Corporation
Minnesota
+$13.3M
5
Osaic Holdings
Osaic Holdings
Arizona
+$13.1M

Top Sellers

1
MCM
Mainstay Capital Management
Michigan
-$66.2M
2
PP
Prudential plc
United Kingdom
-$19.1M
3
BCI
Brinker Capital Investments
Pennsylvania
-$17M
4
Citigroup
Citigroup
New York
-$5.73M
5
WP
WealthPLAN Partners
Nebraska
-$4.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
176
Cornerstone Advisory
Maryland
$979K +$979K +13,365 New
JPMPWA
177
J.P. Morgan Private Wealth Advisors
California
$962K -$36.7K -501 -4%
CW
178
CreativeOne Wealth
Kansas
$937K +$58.7K +801 +7%
GWSG
179
GPS Wealth Strategies Group
Colorado
$934K +$31.3K +428 +3%
CF
180
Centaurus Financial
California
$927K -$111K -1,522 -11%
FTUS
181
Flow Traders U.S.
New York
$901K -$393K -5,372 -30%
WTC
182
WhitTier Trust Company
Nevada
$901K – – –
CAPTRUST Financial Advisors
183
CAPTRUST Financial Advisors
North Carolina
$888K -$78.4K -1,070 -8%
CS
184
Credit Suisse
Switzerland
$874K +$874K +11,930 New
UCFA
185
United Capital Financial Advisors
Texas
$848K -$3.08K -42 -0.4%
NFSG
186
Newbridge Financial Services Group
Florida
$839K +$90.1K +1,230 +12%
PP
187
Prudential plc
United Kingdom
$825K -$19.1M -260,480 -96%
OSNBOA
188
Old Second National Bank of Aurora
Illinois
$771K – – –
Brown Advisory
189
Brown Advisory
Maryland
$740K -$73.3K -1,000 -9%
WS
190
Wedbush Securities
California
$682K – – –
VDBMI
191
Van Den Berg Management I
Texas
$667K +$49.5K +676 +8%
SWM
192
Spire Wealth Management
Virginia
$652K +$202K +2,763 +45%
HIP
193
HUB Investment Partners
Texas
$646K -$218K -2,972 -25%
GTAM
194
Global Trust Asset Management
Florida
$617K – – –
HCA
195
Heck Capital Advisors
Wisconsin
$610K +$605K +8,258 +11,797%
DA
196
Doliver Advisors
Texas
$599K +$599K +8,184 New
SL
197
SWMG LLC
Texas
$591K +$126K +1,715 +27%
HWA
198
HCR Wealth Advisors
California
$586K +$586K +8,004 New
BC
199
Barnett & Company
Tennessee
$572K -$1.39M -18,947 -71%
GC
200
Gilbert & Cook
Iowa
$568K +$96.2K +1,314 +20%
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