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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

632 hedge funds and large institutions have $8.88B invested in VanEck Morningstar Wide Moat ETF in 2024 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 313 increasing their positions, 160 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
632
Holders Change
+16
Holders Change %
+2.6%
% of All Funds
9.16%
Holding in Top 10
96
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.05%
% of All Funds
1.39%
New
75
Increased
313
Reduced
160
Closed
50
Calls
$3.96M
Puts
$2.04M
Net Calls
+$1.92M
Net Calls Change
-$826K

Top Buyers

1
MIS
1
Morningstar Investment Services
Illinois
$64.7M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$58.9M
3
FFA
3
First Foundation Advisors
California
$91.6M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$292M
5
Bank of America
5
Bank of America
North Carolina
$794M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$782M
2
PP
2
Prudential plc
United Kingdom
$2.48M
3
GM
3
GeoWealth Management
Illinois
$218K
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$138M
5
AWM
5
AE Wealth Management
Kansas
$428K
Name Holding Trade Value Shares
Change 		Shares
Change %
CWG
201
Cornerstone Wealth Group
North Carolina
$4.94M +$17.1K +190 +0.3%
WIM
202
WealthPlan Investment Management
Nebraska
$4.92M -$2.43M -26,990 -33%
SPA
203
Sentinel Pension Advisors
Massachusetts
$4.92M +$449K +5,000 +10%
PFA
204
Peak Financial Advisors
Colorado
$4.91M -$402K -4,472 -8%
RFN
205
RDA Financial Network
Iowa
$4.84M +$505K +5,615 +12%
IAN
206
Integrated Advisors Network
Texas
$4.81M +$274K +3,045 +6%
MCM
207
Mengis Capital Management
Oregon
$4.79M +$178K +1,975 +4%
EFS
208
Essex Financial Services
Connecticut
$4.78M +$2.14M +23,836 +81%
JJBC
209
James J. Burns & Company
New York
$4.78M -$2.17M -24,564 -31%
PIA
210
Panoramic Investment Advisors
Colorado
$4.77M -$22.6K -251 -0.5%
CW
211
Connectus Wealth
Ohio
$4.74M -$204K -2,267 -4%
MC
212
McCarthy & Cox
Ohio
$4.66M +$4.66M +51,804 New
AIC
213
Ayalon Insurance Company
Israel
$4.64M -$1.24M -13,737 -21%
Comerica Bank
214
Comerica Bank
Texas
$4.62M +$526K +5,852 +13%
SPI
215
Santori & Peters Inc
Pennsylvania
$4.6M -$70.6K -785 -2%
GRP
216
Global Retirement Partners
California
$4.58M +$519K +5,772 +13%
BPA
217
Beacon Pointe Advisors
California
$4.34M +$95.4K +1,061 +2%
PPP
218
Private Portfolio Partners
New Jersey
$4.27M +$212K +2,354 +5%
IA
219
IAM Advisory
Pennsylvania
$4.26M -$25.4K -283 -0.6%
RCAG
220
Rehmann Capital Advisory Group
Michigan
$4.24M +$205K +2,284 +5%
WW
221
Westshore Wealth
California
$4.24M +$237K +2,635 +6%
RFA
222
Rollins Financial Advisors
New York
$4.2M +$16.2K +180 +0.4%
CIAS
223
Capital Investment Advisory Services
North Carolina
$4.18M -$815K -9,069 -16%
LNC
224
Lincoln National Corp
Pennsylvania
$4.18M +$984K +10,947 +31%
BRWA
225
B. Riley Wealth Advisors
Florida
$4.17M -$583K -7,691 -12%
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