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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

616 hedge funds and large institutions have $8.35B invested in VanEck Morningstar Wide Moat ETF in 2023 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 292 increasing their positions, 132 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
616
Holders Change
+97
Holders Change %
+18.69%
% of All Funds
9.03%
Holding in Top 10
95
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+14.46%
% of All Funds
1.39%
New
131
Increased
292
Reduced
132
Closed
30
Calls
$3.24M
Puts
$501K
Net Calls
+$2.74M
Net Calls Change
+$1.85M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$1.31B
2
MFIM
Mesirow Financial Investment Management
Illinois
$191M
3
LPL Financial
LPL Financial
California
$593M
4
Bank of America
Bank of America
North Carolina
$720M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$245M

Top Sellers

1
TI
TTP Investments
California
$30M
2
OCM
One Capital Management
California
$279K
3
SIS
Strategic Investment Solutions
Illinois
$919K
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$146M
5
Osaic Holdings
Osaic Holdings
Arizona
$131M
Name Holding Trade Value Shares
Change 		Shares
Change %
FTS
201
Fifth Third Securities
Ohio
$4.65M +$2.43M +28,577 +109%
PIA
202
Panoramic Investment Advisors
Colorado
$4.52M +$238K +2,808 +6%
SPI
203
Santori & Peters Inc
Pennsylvania
$4.41M +$177K +2,086 +4%
MCM
204
Mengis Capital Management
Oregon
$4.35M +$57.1K +673 +1%
IAN
205
Integrated Advisors Network
Texas
$4.28M +$155K +1,832 +4%
SPA
206
Sentinel Pension Advisors
Massachusetts
$4.22M +$37.5K +442 +0.9%
IWM
207
IHT Wealth Management
Illinois
$4.19M +$375K +4,417 +10%
SWM
208
SFG Wealth Management
Maryland
$4.18M +$1.18M +13,912 +39%
SAW
209
Signal Advisors Wealth
Michigan
$4.13M +$4.13M +48,815 New
RFN
210
RDA Financial Network
Iowa
$4.09M +$2.13M +25,120 +109%
Qube Research & Technologies (QRT)
211
Qube Research & Technologies (QRT)
United Kingdom
$4.06M +$1.17M +13,794 +41%
Kovitz Investment Group Partners
212
Kovitz Investment Group Partners
Illinois
$4.05M -$2.33M -27,448 -37%
IA
213
IAM Advisory
Pennsylvania
$4.05M +$30.7K +362 +0.8%
KDA
214
Kraft Davis & Associates
Missouri
$4.04M -$317K -3,746 -7%
BPA
215
Beacon Pointe Advisors
California
$4.01M +$44.1K +520 +1%
RF
216
Rollins Financial
Georgia
$3.95M -$75.5K -890 -2%
RFA
217
Rollins Financial Advisors
New York
$3.95M +$3.95M +46,528 New
CA
218
Cetera Advisors
Colorado
$3.92M +$444K +5,234 +13%
PFT
219
Providence First Trust
Arizona
$3.89M – – –
IF
220
IRON Financial
Illinois
$3.88M -$67.3K -793 -2%
Comerica Bank
221
Comerica Bank
Texas
$3.86M +$254K +2,987 +7%
FFA
222
Fortune Financial Advisors
Kansas
$3.86M +$307K +3,614 +9%
VF
223
VitalStone Financial
Texas
$3.84M +$121K +1,422 +3%
PPP
224
Private Portfolio Partners
New Jersey
$3.84M +$1.18M +13,938 +45%
RCAG
225
Rehmann Capital Advisory Group
Michigan
$3.81M +$9.42K +111 +0.2%
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