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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

374 hedge funds and large institutions have $4.25B invested in VanEck Morningstar Wide Moat ETF in 2022 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 159 increasing their positions, 122 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
374
Holders Change
+24
Holders Change %
+6.86%
% of All Funds
6.03%
Holding in Top 10
50
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+16.28%
% of All Funds
0.81%
New
56
Increased
159
Reduced
122
Closed
24
Calls
$29.9M
Puts
$247K
Net Calls
+$29.7M
Net Calls Change
+$29.4M

Top Buyers

1
TWM
1
Tanager Wealth Management
United Kingdom
$18.3M
2
Cerity Partners
2
Cerity Partners
New York
$19.2M
3
RJA
3
Raymond James & Associates
Florida
$135M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$42.7M
5
SFBLI
5
Southern Farm Bureau Life Insurance
Mississippi
$40.7M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$143M
2
OIA
2
OneDigital Investment Advisors
Kansas
$80M
3
AWA
3
Arete Wealth Advisors
Illinois
$1.01B
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$160M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$22.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
VWA
176
V Wealth Advisors
Kansas
$1.53M -$61.5K -947 -4%
BFO
177
Boston Family Office
Massachusetts
$1.49M +$7.6K +117 +0.5%
CPIA
178
Cornell Pochily Investment Advisors
New York
$1.45M +$1.3K +20 +0.1%
GSIAS
179
Garden State Investment Advisory Services
New Jersey
$1.41M +$1.41M +21,757 New
SMC
180
Smith, Moore & Co
Missouri
$1.35M -$820K -12,633 -38%
RFN
181
RDA Financial Network
Iowa
$1.34M – – –
MCC
182
Money Concepts Capital
Florida
$1.33M +$1.28M +19,770 +2,650%
EH
183
Equitable Holdings
New York
$1.33M -$294K -4,531 -18%
Northern Trust
184
Northern Trust
Illinois
$1.29M -$5.13K -79 -0.4%
9WM
185
9258 Wealth Management
Ohio
$1.23M -$20.8K -320 -2%
USCWA
186
U.S. Capital Wealth Advisors
Texas
$1.23M -$56.2K -866 -4%
BCI
187
Brinker Capital Investments
Pennsylvania
$1.2M -$29.9K -461 -2%
CIC
188
Carnegie Investment Counsel
Ohio
$1.19M +$18.6K +286 +2%
PMG
189
ProVise Management Group
Florida
$1.1M -$75.5K -1,163 -6%
AWM
190
AE Wealth Management
Kansas
$1.1M +$142K +2,191 +15%
CF
191
Centaurus Financial
California
$1.07M +$75.4K +1,162 +8%
AWM
192
Aspire Wealth Management
Massachusetts
$1.07M +$1.03M +15,850 +2,686%
FTUS
193
Flow Traders U.S.
New York
$1.05M -$690K -10,627 -40%
National Bank of Canada
194
National Bank of Canada
Quebec, Canada
$1.05M -$685K -10,550 -40%
CBFP
195
Cedar Brook Financial Partners
Ohio
$1.04M +$3.25K +50 +0.3%
Citadel Advisors
196
Citadel Advisors
Florida
$1.04M -$2.8M -43,073 -73%
WAM
197
WNY Asset Management
New York
$1.04M -$54.2K -835 -5%
HFS
198
Howard Financial Services
Texas
$1.02M +$4.93K +76 +0.5%
AWG
199
Altus Wealth Group
Colorado
$1.01M +$1.01M +15,580 New
RF
200
Rollins Financial
Georgia
$985K +$985K +15,182 New
6 7
8
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