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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

350 hedge funds and large institutions have $2.91B invested in VanEck Morningstar Wide Moat ETF in 2022 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 151 increasing their positions, 108 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
350
Holders Change
+8
Holders Change %
+2.34%
% of All Funds
6.05%
Holding in Top 10
43
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.27%
% of All Funds
0.74%
New
34
Increased
151
Reduced
108
Closed
24
Calls
$243K
Puts
–
Net Calls
+$243K
Net Calls Change
-$530K

Top Buyers

1
PP
Prudential plc
United Kingdom
$31.9M
2
AF
Apexium Financial
Texas
$23.2M
3
AWM
Activest Wealth Management
Florida
$21.5M
4
FFA
First Foundation Advisors
California
$23.5M
5
LPL Financial
LPL Financial
California
$164M

Top Sellers

1
APCM
Alaska Permanent Capital Management
Alaska
$431K
2
Bank of America
Bank of America
North Carolina
$335M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$0
4
OIA
OneDigital Investment Advisors
Kansas
$97.2M
5
Creative Planning
Creative Planning
Kansas
$3.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPIA
176
Cornell Pochily Investment Advisors
New York
$1.33M +$33.7K +562 +3%
Jane Street
177
Jane Street
New York
$1.25M +$1.25M +20,791 New
RFN
178
RDA Financial Network
Iowa
$1.24M +$7.08K +118 +0.6%
Goldman Sachs
179
Goldman Sachs
New York
$1.22M +$831K +13,842 +215%
Northern Trust
180
Northern Trust
Illinois
$1.2M -$42.9K -715 -3%
USCWA
181
U.S. Capital Wealth Advisors
Texas
$1.19M -$93.7K -1,562 -7%
RJT
182
Raymond James Trust
Florida
$1.17M +$34K +566 +3%
9WM
183
9258 Wealth Management
Ohio
$1.16M -$175K -2,916 -13%
BCI
184
Brinker Capital Investments
Pennsylvania
$1.13M -$292K -4,866 -20%
SOS
185
Silver Oak Securities
Tennessee
$1.12M +$1.12M +14,761 New
Mariner
186
Mariner
Kansas
$1.09M -$299K -4,978 -22%
PMG
187
ProVise Management Group
Florida
$1.09M -$6.18K -103 -0.6%
CIC
188
Carnegie Investment Counsel
Ohio
$1.09M +$37.4K +624 +4%
Renaissance Technologies
189
Renaissance Technologies
New York
$1.08M +$832K +13,872 +336%
CAN
190
Claraphi Advisory Network
United States
$1.05M +$28.1K +469 +3%
WAM
191
WNY Asset Management
New York
$1.01M -$96.1K -1,603 -9%
CBFP
192
Cedar Brook Financial Partners
Ohio
$961K +$72.6K +1,211 +8%
AWA
193
Arete Wealth Advisors
Illinois
$956K -$83K -1,384 -8%
HFS
194
Howard Financial Services
Texas
$939K -$75.1K -1,251 -7%
CF
195
Centaurus Financial
California
$923K +$82.1K +1,369 +10%
ACA
196
Ascension Capital Advisors
Texas
$898K -$36K -600 -4%
Two Sigma Investments
197
Two Sigma Investments
New York
$888K -$1.51M -25,100 -63%
AWM
198
AE Wealth Management
Kansas
$884K -$903K -15,053 -51%
AGP
199
Autumn Glory Partners
Texas
$883K +$9.05K +151 +1%
Two Sigma Advisers
200
Two Sigma Advisers
New York
$882K -$720K -12,000 -45%
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8
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