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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

374 hedge funds and large institutions have $4.25B invested in VanEck Morningstar Wide Moat ETF in 2022 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 159 increasing their positions, 122 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
374
Holders Change
+24
Holders Change %
+6.86%
% of All Funds
6.03%
Holding in Top 10
50
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+16.28%
% of All Funds
0.81%
New
56
Increased
159
Reduced
122
Closed
24
Calls
$29.9M
Puts
$247K
Net Calls
+$29.7M
Net Calls Change
+$29.4M

Top Buyers

1
TWM
1
Tanager Wealth Management
United Kingdom
$18.3M
2
Cerity Partners
2
Cerity Partners
New York
$19.2M
3
RJA
3
Raymond James & Associates
Florida
$135M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$42.7M
5
SFBLI
5
Southern Farm Bureau Life Insurance
Mississippi
$40.7M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$143M
2
OIA
2
OneDigital Investment Advisors
Kansas
$80M
3
AWA
3
Arete Wealth Advisors
Illinois
$1.01B
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$160M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$22.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
201
Lionsbridge Wealth Management
Florida
$975K +$197K +3,033 +25%
ACA
202
Ascension Capital Advisors
Texas
$959K -$13K -200 -1%
PG
203
Patten Group
Tennessee
$934K +$9.35K +144 +1%
PNC Financial Services Group
204
PNC Financial Services Group
Pennsylvania
$921K -$763K -11,750 -45%
YIA
205
YHB Investment Advisors
Connecticut
$919K +$128K +1,967 +16%
GRP
206
Global Retirement Partners
California
$916K -$584K -8,991 -39%
JWCA
207
J.W. Cole Advisors
Florida
$906K +$59.9K +923 +7%
TC
208
Trilogy Capital
California
$881K +$881K +13,573 New
AIM
209
Anchor Investment Management
South Carolina
$876K -$9.74K -150 -1%
KDA
210
Kraft Davis & Associates
Missouri
$849K +$849K +11,564 New
VF
211
VitalStone Financial
Texas
$842K +$842K +13,027 New
VDBMI
212
Van Den Berg Management I
Texas
$835K -$17.9K -275 -2%
CAPTRUST Financial Advisors
213
CAPTRUST Financial Advisors
North Carolina
$829K +$389 +6 +0%
CRWM
214
Castle Rock Wealth Management
California
$815K -$4.76K -66 -0.6%
SFA
215
Sequoia Financial Advisors
Ohio
$807K +$240K +3,690 +42%
WS
216
Wedbush Securities
California
$802K +$159K +2,443 +25%
LPT
217
Legacy Private Trust
Wisconsin
$799K -$53K -817 -6%
RJT
218
Raymond James Trust
Florida
$798K -$472K -7,273 -37%
WTC
219
WhitTier Trust Company
Nevada
$798K – – –
DWM
220
Defined Wealth Management
Oregon
$767K -$92.2K -1,421 -11%
CMI
221
Clare Market Investments
Texas
$760K -$94.1K -1,449 -11%
Fidelity Investments
222
Fidelity Investments
Massachusetts
$759K +$199K +3,069 +36%
GWSG
223
GPS Wealth Strategies Group
Colorado
$757K -$32K -493 -4%
Goldman Sachs
224
Goldman Sachs
New York
$752K -$565K -8,699 -43%
FCT
225
First Community Trust
Iowa
$733K -$158K -2,436 -18%
7 8
9
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