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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

255 hedge funds and large institutions have $1.85B invested in VanEck Morningstar Wide Moat ETF in 2020 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 97 increasing their positions, 72 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
255
Holders Change
+29
Holders Change %
+12.83%
% of All Funds
4.52%
Holding in Top 10
24
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+26.32%
% of All Funds
0.43%
New
49
Increased
97
Reduced
72
Closed
16
Calls
$2.73M
Puts
$440K
Net Calls
+$2.29M
Net Calls Change
+$426K

Top Buyers

1
OIA
1
OneDigital Investment Advisors
Kansas
$87.6M
2
Ameriprise
2
Ameriprise
Minnesota
$58M
3
FSA
3
Financial Services Advisory
Maryland
$15.5M
4
Bank of America
4
Bank of America
North Carolina
$272M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$101M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$2.9M
2
KA
2
Kovack Advisors
Florida
$0
3
CWG
3
Cornerstone Wealth Group
North Carolina
$19.3M
4
Truist Financial
4
Truist Financial
North Carolina
$13.5M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PFP
201
Pinnacle Financial Partners
Tennessee
$105K – – –
VFA
202
Valeo Financial Advisors
Indiana
$98K +$1.43K +23 +1%
EP
203
Eudaimonia Partners
Tennessee
$92K -$9.13K -147 -9%
First Manhattan
204
First Manhattan
New York
$91K – – –
TWA
205
TCI Wealth Advisors
Arizona
$87K – – –
CIAS
206
Capital Investment Advisory Services
North Carolina
$87K – – –
HWA
207
HCR Wealth Advisors
California
$87K +$1.98K +32 +2%
TWM
208
Tradition Wealth Management
Minnesota
$82K +$82K +1,326 New
WWM
209
Wagner Wealth Management
South Carolina
$81K +$81K +1,300 New
PA
210
Parallel Advisors
California
$80K – – –
PMFA
211
Plante Moran Financial Advisors
Michigan
$77K – – –
BFEC
212
Benjamin F. Edwards & Company
Missouri
$75K +$65.6K +1,056 +695%
AIM
213
Anchor Investment Management
South Carolina
$71.8K -$24.8K -400 -26%
WLPWM
214
Walled Lake Planning & Wealth Management
Illinois
$67K +$18.4K +297 +38%
MIFH
215
Migdal Insurance & Financial Holdings
Israel
$58K -$16.8K -270 -23%
TH
216
TCTC Holdings
Texas
$56K – – –
NFG
217
Next Financial Group
Texas
$56K +$374 +6 +0.7%
CFGS
218
Concourse Financial Group Securities
Alabama
$54K -$5.89K -95 -10%
HPC
219
HM Payson & Co
Maine
$40K – – –
MCC
220
Money Concepts Capital
Florida
$40K +$40K +645 New
WWM
221
Wolff Wiese Magana
California
$39K +$39K +635 New
ACA
222
Atlas Capital Advisors
Wyoming
$34.9K +$34.9K +563 New
BCA
223
Berman Capital Advisors
Georgia
$33K +$33K +538 New
GWS
224
Glassman Wealth Services
Virginia
$30K +$30K +482 New
RPWA
225
Regent Peak Wealth Advisors
Georgia
$30K +$30K +491 New
7 8
9
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