MOAT icon

VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

704 hedge funds and large institutions have $9.1B invested in VanEck Morningstar Wide Moat ETF in 2024 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 294 increasing their positions, 217 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
704
Holders Change
+36
Holders Change %
+5.39%
% of All Funds
9.37%
Holding in Top 10
102
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.92%
% of All Funds
1.36%
New
93
Increased
294
Reduced
217
Closed
44
Calls
$2.55M
Puts
$668K
Net Calls
+$1.88M
Net Calls Change
-$445K

Top Buyers

1
MFIM
1
Mesirow Financial Investment Management
Illinois
$325M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$63.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$819M
4
B
4
Barings
North Carolina
$24.2M
5
AAS
5
Avantax Advisory Services
Texas
$80.7M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$676M
2
MIS
2
Morningstar Investment Services
Illinois
$9.5M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$0
4
OCBCO
4
Oversea-Chinese Banking Corp (OCBC)
Singapore
$13.4M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$2.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
TPWA
201
TRUE Private Wealth Advisors
Oregon
$5.38M +$546K +5,885 +11%
TP
202
Tranquility Partners
Tennessee
$5.34M -$61.5K -663 -1%
BRWA
203
B. Riley Wealth Advisors
Florida
$5.3M -$314K -3,382 -6%
MCM
204
Mengis Capital Management
Oregon
$5.24M +$140K +1,515 +3%
MWM
205
Modern Wealth Management
Kansas
$5.21M +$5.1K +55 +0.1%
GIA
206
Gladstone Institutional Advisory
Florida
$5.2M +$661K +7,132 +15%
GB
207
Goepper Burkhardt
South Carolina
$5.18M +$332K +3,584 +7%
CWG
208
Cornerstone Wealth Group
North Carolina
$5.15M -$193K -2,086 -4%
MFG
209
Midwest Financial Group
Kansas
$5.15M -$77.1K -832 -1%
SWP
210
Stratos Wealth Partners
Ohio
$5.07M -$18.1M -194,923 -78%
LCM
211
Lunt Capital Management
Utah
$5.01M +$1.14M +12,333 +30%
FPGK
212
Financial Partners Group (Kansas)
Kansas
$4.98M -$158K -1,705 -3%
AIC
213
Ayalon Insurance Company
Israel
$4.96M +$28.1K +303 +0.6%
FFA
214
Fortune Financial Advisors
Kansas
$4.94M +$581K +6,271 +13%
BF
215
bLong Financial
Tennessee
$4.93M +$4.93M +53,119 New
IAN
216
Integrated Advisors Network
Texas
$4.91M +$136K +1,468 +3%
YIA
217
YHB Investment Advisors
Connecticut
$4.79M -$582K -6,276 -11%
JWBC
218
John W. Brooker & Co
California
$4.75M +$723K +7,792 +18%
SPI
219
Santori & Peters Inc
Pennsylvania
$4.67M +$45.6K +492 +1%
FF
220
Farrell Financial
New York
$4.62M +$62.3K +672 +1%
SMC
221
Smith, Moore & Co
Missouri
$4.61M +$341K +3,676 +8%
BPA
222
Beacon Pointe Advisors
California
$4.61M -$6.31K -68 -0.1%
CF
223
Centaurus Financial
California
$4.58M -$10.9M -117,103 -70%
KDA
224
Kraft Davis & Associates
Missouri
$4.51M +$1.03M +11,247 +30%
MA
225
Mutual Advisors
Nebraska
$4.51M -$13.2K -141 -0.3%
7 8
9
10 11