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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

378 hedge funds and large institutions have $3.82B invested in VanEck Morningstar Wide Moat ETF in 2023 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 146 increasing their positions, 129 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
378
Holders Change
+4
Holders Change %
+1.07%
% of All Funds
6.05%
Holding in Top 10
55
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+10%
% of All Funds
0.88%
New
44
Increased
146
Reduced
129
Closed
31
Calls
$85M
Puts
$244K
Net Calls
+$84.8M
Net Calls Change
+$55.1M

Top Buyers

1
LPL Financial
LPL Financial
California
$281M
2
Morgan Stanley
Morgan Stanley
New York
$362M
3
PCM
Piedmont Capital Management
Montana
$21.8M
4
PP
Prudential plc
United Kingdom
$65.1M
5
SFBLI
Southern Farm Bureau Life Insurance
Mississippi
$57.8M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$379M
2
WIM
WealthPlan Investment Management
Nebraska
$6.41M
3
FSA
Financial Sense Advisors
California
$0
4
RJA
Raymond James & Associates
Florida
$142M
5
AWM
Activest Wealth Management
Florida
$14.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWA
176
HHM Wealth Advisors
Tennessee
$1.88M – – –
CS
177
Credit Suisse
Switzerland
$1.82M -$15.1K -205 -0.8%
CSI
178
Cross Staff Investments
New York
$1.79M -$2.81K -38 -0.2%
PNC Financial Services Group
179
PNC Financial Services Group
Pennsylvania
$1.78M +$736K +9,965 +70%
DFA
180
DHK Financial Advisors
New Hampshire
$1.77M – – –
LNC
181
Lincoln National Corp
Pennsylvania
$1.74M -$55.8K -756 -3%
BWM
182
BCS Wealth Management
Tennessee
$1.72M -$139K -1,881 -7%
BFO
183
Boston Family Office
Massachusetts
$1.69M – – –
VWA
184
V Wealth Advisors
Kansas
$1.69M -$48.9K -662 -3%
T
185
TRUADVICE
Florida
$1.67M +$1.34M +18,025 +415%
CPIA
186
Cornell Pochily Investment Advisors
New York
$1.63M -$8.93K -121 -0.5%
GSIAS
187
Garden State Investment Advisory Services
New Jersey
$1.61M +$7.38K +100 +0.5%
AIP
188
Almanack Investment Partners
Pennsylvania
$1.61M +$1.27M +17,146 +366%
AWG
189
Altus Wealth Group
Colorado
$1.61M +$458K +6,210 +40%
RFN
190
RDA Financial Network
Iowa
$1.58M +$52.4K +710 +3%
AWA
191
Arete Wealth Advisors
Illinois
$1.54M +$386K +5,222 +33%
SMC
192
Smith, Moore & Co
Missouri
$1.5M -$29.2K -396 -2%
FTS
193
Fifth Third Securities
Ohio
$1.49M +$1.49M +20,180 New
Northern Trust
194
Northern Trust
Illinois
$1.46M – – –
CF
195
Centaurus Financial
California
$1.45M +$224K +3,039 +18%
EWA
196
EP Wealth Advisors
California
$1.43M +$1.43M +32,084 New
CIC
197
Carnegie Investment Counsel
Ohio
$1.41M +$48.9K +662 +4%
PFGIA
198
Patriot Financial Group Insurance Agency
Massachusetts
$1.4M -$443K -6,007 -24%
9WM
199
9258 Wealth Management
Ohio
$1.35M -$54.7K -741 -4%
WA
200
Win Advisors
Florida
$1.33M +$1.33M +17,864 New
6 7
8
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