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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

519 hedge funds and large institutions have $5.8B invested in VanEck Morningstar Wide Moat ETF in 2023 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 255 increasing their positions, 109 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
519
Holders Change
+62
Holders Change %
+13.57%
% of All Funds
8.27%
Holding in Top 10
83
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+23.88%
% of All Funds
1.32%
New
94
Increased
255
Reduced
109
Closed
26
Calls
$1.8M
Puts
$910K
Net Calls
+$887K
Net Calls Change
-$10.9M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$514M
2
Bank of America
Bank of America
North Carolina
$540M
3
Osaic Holdings
Osaic Holdings
Arizona
$132M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$146M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$45.6M

Top Sellers

1
SC
Soundwatch Capital
Connecticut
$474K
2
EWA
EP Wealth Advisors
California
$653K
3
RJFSA
Raymond James Financial Services Advisors
Florida
$155M
4
PP
Prudential plc
United Kingdom
$489K
5
PCM
Piedmont Capital Management
Montana
$5.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAN
176
Integrated Advisors Network
Texas
$3.69M +$567K +7,475 +18%
RF
177
Rollins Financial
Georgia
$3.6M -$31.5K -415 -0.9%
IA
178
IAM Advisory
Pennsylvania
$3.59M -$68.1K -898 -2%
Goldman Sachs
179
Goldman Sachs
New York
$3.58M +$2.2M +28,953 +159%
PF
180
Phoenix Financial
Israel
$3.56M +$1.1M +14,549 +45%
EWA
181
Etesian Wealth Advisors
Oregon
$3.55M +$644K +8,487 +22%
BPA
182
Beacon Pointe Advisors
California
$3.54M -$7.81K -103 -0.2%
AWM
183
AE Wealth Management
Kansas
$3.53M -$6.38M -84,089 -64%
IF
184
IRON Financial
Illinois
$3.52M -$59.9K -790 -2%
PFT
185
Providence First Trust
Arizona
$3.48M – – –
CSPIA
186
Cary Street Partners Investment Advisory
Virginia
$3.47M +$120K +1,576 +4%
FA
187
Flagstar Advisors
New York
$3.47M +$1.9M +24,988 +120%
CIAS
188
Capital Investment Advisory Services
North Carolina
$3.43M +$457K +6,021 +15%
IWM
189
IHT Wealth Management
Illinois
$3.41M +$1.08M +14,290 +47%
RCAG
190
Rehmann Capital Advisory Group
Michigan
$3.4M +$315K +4,157 +10%
ATC
191
Argent Trust Co
Tennessee
$3.27M +$598K +7,880 +22%
VF
192
VitalStone Financial
Texas
$3.27M +$1.76M +23,649 +117%
Comerica Bank
193
Comerica Bank
Texas
$3.23M +$3.23M +42,533 New
SIM
194
Seaview Investment Managers
Florida
$3.2M -$1.75M -23,106 -35%
ACA
195
Aptus Capital Advisors
Alabama
$3.19M +$2.49M +32,844 +355%
FFA
196
Fortune Financial Advisors
Kansas
$3.18M +$127K +1,674 +4%
KPWS
197
Kestra Private Wealth Services
Texas
$3.13M +$2.61M +34,400 +504%
CA
198
Cetera Advisors
Colorado
$3.11M +$420K +5,538 +16%
KAS
199
KPP Advisory Services
Kentucky
$3.06M +$3.06M +40,371 New
GIA
200
Gladstone Institutional Advisory
Florida
$3.05M +$143K +1,891 +5%
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