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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

519 hedge funds and large institutions have $5.8B invested in VanEck Morningstar Wide Moat ETF in 2023 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 255 increasing their positions, 109 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
519
Holders Change
+62
Holders Change %
+13.57%
% of All Funds
8.27%
Holding in Top 10
83
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+23.88%
% of All Funds
1.32%
New
94
Increased
255
Reduced
109
Closed
26
Calls
$1.8M
Puts
$910K
Net Calls
+$887K
Net Calls Change
-$10.9M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$514M
2
Bank of America
Bank of America
North Carolina
$540M
3
Osaic Holdings
Osaic Holdings
Arizona
$132M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$146M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$45.6M

Top Sellers

1
SC
Soundwatch Capital
Connecticut
$474K
2
EWA
EP Wealth Advisors
California
$653K
3
RJFSA
Raymond James Financial Services Advisors
Florida
$155M
4
PP
Prudential plc
United Kingdom
$489K
5
PCM
Piedmont Capital Management
Montana
$5.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
ARC
201
Advisor Resource Council
Texas
$3.04M +$164K +2,169 +6%
RGC
202
Roberts, Glore & Co
Illinois
$3.01M +$606K +7,995 +25%
WW
203
Westshore Wealth
California
$2.99M +$84K +1,108 +3%
CPC
204
Cookson Peirce & Co
Pennsylvania
$2.95M +$51.6K +681 +2%
Lido Advisors
205
Lido Advisors
California
$2.95M -$193K -2,546 -6%
PFA
206
Peak Financial Advisors
Colorado
$2.93M -$4.78M -63,062 -62%
William Blair & Company
207
William Blair & Company
Illinois
$2.86M +$253K +3,335 +10%
AC
208
Anson Capital
Georgia
$2.83M +$61.7K +813 +2%
CWM
209
Collaborative Wealth Management
Florida
$2.71M +$363K +4,791 +15%
SWM
210
SFG Wealth Management
Maryland
$2.68M +$1.19M +15,707 +80%
CC
211
Claybrook Capital
Massachusetts
$2.68M – – –
MA
212
Mutual Advisors
Nebraska
$2.58M +$185K +2,444 +8%
Qube Research & Technologies (QRT)
213
Qube Research & Technologies (QRT)
United Kingdom
$2.58M +$2.58M +34,041 +3,404,100%
FPGT
214
Financial Partners Group (Tennessee)
Tennessee
$2.57M -$460K -6,070 -15%
SAG
215
SageView Advisory Group
California
$2.56M +$159K +2,090 +7%
Mercer Global Advisors
216
Mercer Global Advisors
Colorado
$2.51M -$3.41M -44,956 -58%
FP
217
Fiduciary Planning
Florida
$2.51M +$2.51M +33,050 New
AA
218
Ancora Advisors
Ohio
$2.48M +$1.34M +17,699 +118%
FFWM
219
Future Financial Wealth Management
Ohio
$2.38M +$834 +11 +0%
PPP
220
Private Portfolio Partners
New Jersey
$2.37M +$85.3K +1,125 +4%
TB
221
Treynor Bancshares
Iowa
$2.36M -$42.5K -561 -2%
WKSWA
222
White Knight Strategic Wealth Advisors
New Jersey
$2.22M -$207K -2,725 -9%
BFO
223
Boston Family Office
Massachusetts
$2.21M +$328K +4,326 +17%
GRP
224
Global Retirement Partners
California
$2.16M -$65.7K -882 -3%
EP
225
Eudaimonia Partners
Tennessee
$2.15M +$62.3K +822 +3%
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