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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

654 hedge funds and large institutions have $8.36B invested in VanEck Morningstar Wide Moat ETF in 2024 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 270 increasing their positions, 210 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
654
Holders Change
+22
Holders Change %
+3.48%
% of All Funds
9.51%
Holding in Top 10
93
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.13%
% of All Funds
1.35%
New
74
Increased
270
Reduced
210
Closed
42
Calls
$2.56M
Puts
$468K
Net Calls
+$2.09M
Net Calls Change
+$172K

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$82M
2
BCM
2
Brookstone Capital Management
Illinois
$88.5M
3
AAS
3
Avantax Advisory Services
Texas
$29.5M
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$19.6M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$17.6M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$65.3M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$89.9M
3
DCM
3
Davidson Capital Management
Texas
$20.2M
4
Bank of America
4
Bank of America
North Carolina
$740M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$3.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
176
Avalon Capital Management
California
$6.05M -$2.77M -32,020 -31%
RWA
177
Rooted Wealth Advisors
Illinois
$6.03M +$564K +6,368 +10%
Comerica Bank
178
Comerica Bank
Texas
$5.91M +$1.47M +16,917 +33%
PWM
179
Provident Wealth Management
Tennessee
$5.84M -$9.61M -110,931 -62%
SFG
180
Snider Financial Group
Washington
$5.8M +$64.5K +745 +1%
TC
181
Tacita Capital
Ontario, Canada
$5.75M +$2.65M +30,581 +85%
BRWA
182
B. Riley Wealth Advisors
Florida
$5.69M +$928K +10,709 +19%
DADC
183
D.A. Davidson & Co
Montana
$5.56M -$90.6K -1,046 -2%
GAG
184
Goodman Advisory Group
Massachusetts
$5.5M -$150K -1,734 -3%
HCA
185
Heck Capital Advisors
Wisconsin
$5.45M -$859K -9,917 -14%
PWM
186
Perigon Wealth Management
California
$5.39M +$311K +3,586 +6%
FPGK
187
Financial Partners Group (Kansas)
Kansas
$5.39M -$419K -4,840 -7%
Lido Advisors
188
Lido Advisors
California
$5.32M +$201K +2,315 +4%
FS
189
Ferguson Shapiro
Georgia
$5.31M -$400K -4,617 -7%
ECA
190
Elevated Capital Advisors
Utah
$5.26M +$45.1K +521 +0.9%
DFA
191
DHK Financial Advisors
New Hampshire
$5.21M -$2.1M -24,201 -29%
RFN
192
RDA Financial Network
Iowa
$5.11M +$444K +5,125 +10%
CWG
193
Cornerstone Wealth Group
North Carolina
$5.1M +$337K +3,889 +7%
TP
194
Tranquility Partners
Tennessee
$5.05M -$2.77K -32 -0.1%
GRP
195
Global Retirement Partners
California
$4.92M +$507K +5,852 +11%
IWM
196
IHT Wealth Management
Illinois
$4.9M +$52.5K +606 +1%
SPA
197
Sentinel Pension Advisors
Massachusetts
$4.86M +$123K +1,419 +3%
Betterment LLC
198
Betterment LLC
New York
$4.78M +$3.95M +45,644 +477%
MFG
199
Midwest Financial Group
Kansas
$4.75M +$1.22M +14,064 +34%
CSPIA
200
Cary Street Partners Investment Advisory
Virginia
$4.75M -$1.27M -14,677 -21%
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