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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

378 hedge funds and large institutions have $3.82B invested in VanEck Morningstar Wide Moat ETF in 2023 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 146 increasing their positions, 129 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
378
Holders Change
+4
Holders Change %
+1.07%
% of All Funds
6.05%
Holding in Top 10
55
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+10%
% of All Funds
0.88%
New
44
Increased
146
Reduced
129
Closed
31
Calls
$85M
Puts
$244K
Net Calls
+$84.8M
Net Calls Change
+$55.1M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$281M
2
Morgan Stanley
2
Morgan Stanley
New York
$362M
3
PCM
3
Piedmont Capital Management
Montana
$21.8M
4
PP
4
Prudential plc
United Kingdom
$65.1M
5
SFBLI
5
Southern Farm Bureau Life Insurance
Mississippi
$57.8M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$379M
2
WIM
2
WealthPlan Investment Management
Nebraska
$6.41M
3
FSA
3
Financial Sense Advisors
California
$0
4
RJA
4
Raymond James & Associates
Florida
$142M
5
AWM
5
Activest Wealth Management
Florida
$14.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
YIA
201
YHB Investment Advisors
Connecticut
$1.32M +$270K +3,651 +26%
USCWA
202
U.S. Capital Wealth Advisors
Texas
$1.3M -$94K -1,273 -7%
AFG
203
Atomi Financial Group
New York
$1.29M +$1.29M +17,532 New
CBFP
204
Cedar Brook Financial Partners
Ohio
$1.24M +$49.3K +668 +4%
SFA
205
Sequoia Financial Advisors
Ohio
$1.22M +$299K +4,044 +33%
HFS
206
Howard Financial Services
Texas
$1.16M – – –
PMG
207
ProVise Management Group
Florida
$1.14M -$116K -1,569 -9%
TC
208
Trilogy Capital
California
$1.13M +$128K +1,740 +13%
ACA
209
Ascension Capital Advisors
Texas
$1.09M -$4.8K -65 -0.4%
PG
210
Patten Group
Tennessee
$1.04M -$23.1K -313 -2%
DWM
211
Defined Wealth Management
Oregon
$1.03M +$161K +2,179 +18%
AIM
212
Anchor Investment Management
South Carolina
$994K -$1.7K -23 -0.2%
MIH
213
Meitav Investment House
Israel
$978K +$454K +6,063 +87%
Wealthfront Advisers
214
Wealthfront Advisers
California
$975K +$166K +2,250 +21%
JWCA
215
J.W. Cole Advisors
Florida
$965K -$65.9K -893 -6%
JIP
216
Jaffetilchin Investment Partners
Florida
$946K -$3.79M -51,345 -80%
CAPTRUST Financial Advisors
217
CAPTRUST Financial Advisors
North Carolina
$942K – – –
VDBMI
218
Van Den Berg Management I
Texas
$922K -$28K -379 -3%
RJT
219
Raymond James Trust
Florida
$920K +$11.8K +160 +1%
GWSG
220
GPS Wealth Strategies Group
Colorado
$915K +$53.9K +730 +6%
Fidelity Investments
221
Fidelity Investments
Massachusetts
$913K +$50K +677 +6%
WTC
222
WhitTier Trust Company
Nevada
$908K – – –
BCM
223
BlueCrest Capital Management
Jersey
$874K +$874K +11,836 New
WS
224
Wedbush Securities
California
$862K -$50.3K -682 -6%
FFN
225
Focus Financial Network
Minnesota
$838K +$57.9K +784 +7%
7 8
9
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