MOAT icon

VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

307 hedge funds and large institutions have $2.93B invested in VanEck Morningstar Wide Moat ETF in 2021 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 156 increasing their positions, 60 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
+4
Holders Change %
+1.32%
% of All Funds
5.39%
Holding in Top 10
34
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.6%
New
40
Increased
156
Reduced
60
Closed
28
Calls
$4.38M
Puts
$408K
Net Calls
+$3.97M
Net Calls Change
+$4.01M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$27.2M
2
Ameriprise
Ameriprise
Minnesota
+$15.1M
3
AIP
Almanack Investment Partners
Pennsylvania
+$14.2M
4
FFC
Fure Financial Corporation
Minnesota
+$13.3M
5
Osaic Holdings
Osaic Holdings
Arizona
+$13.1M

Top Sellers

1
MCM
Mainstay Capital Management
Michigan
-$66.2M
2
PP
Prudential plc
United Kingdom
-$19.1M
3
BCI
Brinker Capital Investments
Pennsylvania
-$17M
4
Citigroup
Citigroup
New York
-$5.73M
5
WP
WealthPLAN Partners
Nebraska
-$4.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mercer Global Advisors
201
Mercer Global Advisors
Colorado
$559K +$23.6K +322 +4%
CG
202
Clarus Group
Texas
$550K +$26.6K +363 +5%
LA
203
LexAurum Advisors
Kansas
$543K – – –
HI
204
Harbour Investments
Wisconsin
$542K +$31.6K +431 +6%
Millennium Management
205
Millennium Management
New York
$533K +$533K +7,271 New
GAG
206
GM Advisory Group
New York
$507K +$33.9K +463 +7%
BJL
207
Brighton Jones LLC
Washington
$489K – – –
SC
208
Soundwatch Capital
Connecticut
$487K +$487K +6,655 New
IF
209
Intrua Financial
Texas
$479K +$479K +6,375 New
IWC
210
Integrated Wealth Concepts
Massachusetts
$433K +$433K +5,912 New
GWM
211
Geneos Wealth Management
Colorado
$423K +$36.9K +498 +10%
BHWM
212
Bar Harbor Wealth Management
New Hampshire
$400K +$400K +5,462 New
WCG
213
Weaver Consulting Group
California
$398K +$115K +1,576 +41%
HAS
214
HBW Advisory Services
California
$390K +$390K +5,329 New
BCA
215
Bay Colony Advisors
Massachusetts
$384K – – –
SIC
216
Samalin Investment Counsel
New York
$379K +$14.9K +203 +4%
Fidelity Investments
217
Fidelity Investments
Massachusetts
$367K +$51.9K +709 +16%
LWAC
218
Laurel Wealth Advisors (California)
California
$363K +$47K +641 +15%
CIBC World Market
219
CIBC World Market
Ontario, Canada
$362K -$24.9K -340 -6%
WF
220
Welch & Forbes
Massachusetts
$355K – – –
PIA
221
Perennial Investment Advisors
California
$354K +$3.45K +47 +1%
Lido Advisors
222
Lido Advisors
California
$331K -$107K -1,456 -24%
FHA
223
Flagship Harbor Advisors
Massachusetts
$330K – – –
PA
224
PSI Advisors
Florida
$328K +$14.3K +196 +5%
MA
225
Mutual Advisors
Nebraska
$321K -$63.3K -864 -16%
7 8
9
10 11