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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

616 hedge funds and large institutions have $8.35B invested in VanEck Morningstar Wide Moat ETF in 2023 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 292 increasing their positions, 132 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
616
Holders Change
+97
Holders Change %
+18.69%
% of All Funds
9.03%
Holding in Top 10
95
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+14.46%
% of All Funds
1.39%
New
131
Increased
292
Reduced
132
Closed
30
Calls
$3.24M
Puts
$501K
Net Calls
+$2.74M
Net Calls Change
+$1.85M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$1.31B
2
MFIM
Mesirow Financial Investment Management
Illinois
$191M
3
LPL Financial
LPL Financial
California
$593M
4
Bank of America
Bank of America
North Carolina
$720M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$245M

Top Sellers

1
TI
TTP Investments
California
$30M
2
OCM
One Capital Management
California
$279K
3
SIS
Strategic Investment Solutions
Illinois
$919K
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$146M
5
Osaic Holdings
Osaic Holdings
Arizona
$131M
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
176
AlphaCore Capital
California
$5.65M +$424K +5,000 +8%
AIC
177
Ayalon Insurance Company
Israel
$5.54M +$684K +8,058 +14%
SFG
178
Snider Financial Group
Washington
$5.51M +$130K +1,534 +2%
ATC
179
Argent Trust Co
Tennessee
$5.51M +$1.85M +21,831 +51%
FPGK
180
Financial Partners Group (Kansas)
Kansas
$5.48M -$52.6K -620 -1%
AWA
181
Acorn Wealth Advisors
Michigan
$5.42M +$355K +4,182 +7%
BRWA
182
B. Riley Wealth Advisors
Florida
$5.32M +$653K +7,691 +14%
NCM
183
Novare Capital Management
North Carolina
$5.31M +$604K +7,120 +13%
GAG
184
Goodman Advisory Group
Massachusetts
$5.3M -$1.38M -16,232 -21%
Lido Advisors
185
Lido Advisors
California
$5.25M +$1.95M +23,008 +59%
RWA
186
Rooted Wealth Advisors
Illinois
$5.02M +$696K +8,241 +16%
PFA
187
Peak Financial Advisors
Colorado
$5.02M +$1.74M +20,446 +53%
DADC
188
D.A. Davidson & Co
Montana
$5.01M +$4.27M +50,279 +571%
RIA
189
Realta Investment Advisors
Delaware
$5M -$201K -2,372 -4%
GVAG
190
Great Valley Advisor Group
Delaware
$4.99M -$1.42M -16,766 -22%
UWM
191
USAdvisors Wealth Management
Minnesota
$4.97M +$4.97M +58,513 New
LWM
192
Lionsbridge Wealth Management
Florida
$4.95M +$414K +4,877 +9%
TP
193
Tranquility Partners
Tennessee
$4.9M -$259K -3,054 -5%
PWA
194
PCG Wealth Advisors
Kansas
$4.88M +$4.5M +53,063 +1,209%
SIAP
195
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$4.87M +$4.01M +47,232 +466%
Susquehanna International Group
196
Susquehanna International Group
Pennsylvania
$4.78M +$4.78M +56,302 New
CIAS
197
Capital Investment Advisory Services
North Carolina
$4.72M +$875K +10,307 +23%
EWA
198
Etesian Wealth Advisors
Oregon
$4.69M +$694K +8,135 +17%
CW
199
Connectus Wealth
Ohio
$4.67M +$25.5K +300 +0.5%
CWG
200
Cornerstone Wealth Group
North Carolina
$4.65M +$431K +5,080 +10%
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