MOAT icon

VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

279 hedge funds and large institutions have $2.37B invested in VanEck Morningstar Wide Moat ETF in 2021 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 120 increasing their positions, 66 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
279
Holders Change
+24
Holders Change %
+9.41%
% of All Funds
4.91%
Holding in Top 10
29
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+20.83%
% of All Funds
0.51%
New
42
Increased
120
Reduced
66
Closed
16
Calls
$374K
Puts
$1.13M
Net Calls
-$755K
Net Calls Change
-$3.04M

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$57.4M
2
LPL Financial
2
LPL Financial
California
$117M
3
Morgan Stanley
3
Morgan Stanley
New York
$279M
4
QA
4
Quantitative Advantage
Minnesota
$21.7M
5
Bank of America
5
Bank of America
North Carolina
$322M

Top Sellers

1
CWG
1
Cornerstone Wealth Group
North Carolina
$3.27M
2
AWE
2
Avidian Wealth Enterprises
Texas
$0
3
FI
3
FormulaFolio Investments
Michigan
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$13M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$3.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
BL
201
BCWM LLC
Kansas
$272K +$272K +3,928 New
NA
202
NewEdge Advisors
Louisiana
$270K -$127K -1,830 -32%
Fidelity Investments
203
Fidelity Investments
Massachusetts
$269K +$23K +332 +9%
WCG
204
Weaver Consulting Group
California
$267K – – –
PWM
205
Perigon Wealth Management
California
$266K +$4.16K +60 +2%
DL
206
DOHJ LLC
Washington
$265K – – –
SMC
207
Smith, Moore & Co
Missouri
$246K +$11.1K +161 +5%
LWAC
208
Laurel Wealth Advisors (California)
California
$246K +$246K +3,553 New
PCM
209
Piedmont Capital Management
Montana
$244K -$89K -1,285 -27%
BCM
210
Beck Capital Management
Texas
$225K -$7.62K -110 -3%
TF
211
TimeScale Financial
Massachusetts
$218K +$218K +3,146 New
WFM
212
Wolff Financial Management
Michigan
$214K +$214K +3,087 New
WAM
213
WNY Asset Management
New York
$209K +$209K +3,005 New
FWM
214
Fairhaven Wealth Management
Illinois
$208K -$59.3K -857 -22%
SFA
215
Sequoia Financial Advisors
Ohio
$202K +$202K +2,914 New
LAS
216
Lloyd Advisory Services
Georgia
$185K +$185K +2,674 New
ADL
217
Asset Dedication LLC
California
$179K -$89.4K -1,293 -33%
CCM
218
Cutler Capital Management
Massachusetts
$160K +$160K +2,305 New
SWM
219
Spire Wealth Management
Virginia
$132K +$132K +1,906 New
JFGIW
220
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$129K +$129K +1,856 New
RG
221
Retirement Group
California
$120K +$69 +1 +0.1%
PFP
222
Pinnacle Financial Partners
Tennessee
$119K – – –
VFA
223
Valeo Financial Advisors
Indiana
$109K – – –
First Manhattan
224
First Manhattan
New York
$102K – – –
ZB
225
Zions Bancorporation
Utah
$100K +$100K +1,440 New
7 8
9
10 11