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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

704 hedge funds and large institutions have $9.1B invested in VanEck Morningstar Wide Moat ETF in 2024 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 294 increasing their positions, 217 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
704
Holders Change
+36
Holders Change %
+5.39%
% of All Funds
9.37%
Holding in Top 10
102
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.92%
% of All Funds
1.36%
New
93
Increased
294
Reduced
217
Closed
44
Calls
$2.55M
Puts
$668K
Net Calls
+$1.88M
Net Calls Change
-$445K

Top Buyers

1
MFIM
1
Mesirow Financial Investment Management
Illinois
$325M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$63.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$819M
4
B
4
Barings
North Carolina
$24.2M
5
AAS
5
Avantax Advisory Services
Texas
$80.7M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$676M
2
MIS
2
Morningstar Investment Services
Illinois
$9.5M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$0
4
OCBCO
4
Oversea-Chinese Banking Corp (OCBC)
Singapore
$13.4M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$2.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIAP
176
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$6.81M +$378K +4,080 +6%
ATC
177
Argent Trust Co
Tennessee
$6.57M -$345K -3,725 -5%
WA1
178
Wimmer Associates 1
California
$6.56M -$123K -1,331 -2%
FTS
179
Fifth Third Securities
Ohio
$6.54M -$121K -1,304 -2%
Envestnet Portfolio Solutions
180
Envestnet Portfolio Solutions
Illinois
$6.51M +$266K +2,869 +4%
WIA
181
World Investment Advisors
California
$6.34M -$17.8K -192 -0.3%
SFG
182
Snider Financial Group
Washington
$6.19M -$8.99K -97 -0.1%
ACM
183
Avalon Capital Management
California
$6.17M -$194K -2,092 -3%
FS
184
Ferguson Shapiro
Georgia
$6.16M +$309K +3,337 +5%
LSL
185
Legacy Solutions LLC
Pennsylvania
$6.1M +$6.1M +65,762 New
DADC
186
D.A. Davidson & Co
Montana
$6.06M +$94.5K +1,019 +2%
GAG
187
Goodman Advisory Group
Massachusetts
$6.03M -$97.1K -1,047 -2%
MIM
188
Morningstar Investment Management
Illinois
$5.94M -$1.19M -12,879 -17%
WWM
189
Western Wealth Management
Colorado
$5.9M -$1.15M -12,434 -16%
TC
190
Tacita Capital
Ontario, Canada
$5.86M -$581K -6,261 -9%
WIM
191
WealthPlan Investment Management
Nebraska
$5.69M +$301K +3,249 +6%
SPA
192
Sentinel Pension Advisors
Massachusetts
$5.68M +$330K +3,558 +6%
CWM
193
Cabot Wealth Management
Massachusetts
$5.67M -$111K -1,193 -2%
DFA
194
DHK Financial Advisors
New Hampshire
$5.66M +$75.7K +816 +1%
BFF
195
Byrne Financial Freedom
Massachusetts
$5.65M +$5.65M +60,928 New
AF
196
Advisornet Financial
Minnesota
$5.62M +$468K +5,044 +9%
Lido Advisors
197
Lido Advisors
California
$5.61M -$251K -2,703 -4%
SMAM
198
Sugar Maple Asset Management
Wisconsin
$5.44M +$337K +3,630 +7%
WKSWA
199
White Knight Strategic Wealth Advisors
New Jersey
$5.39M +$2.63M +28,314 +95%
Focus Partners Wealth
200
Focus Partners Wealth
Massachusetts
$5.39M +$3.4M +36,701 +171%
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