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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

255 hedge funds and large institutions have $1.85B invested in VanEck Morningstar Wide Moat ETF in 2020 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 97 increasing their positions, 72 reducing their positions, and 16 closing their positions.

Holders
255
Holders Change
+29
Holders Change %
+12.83%
% of All Funds
4.52%
Holding in Top 10
24
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+26.32%
% of All Funds
0.43%
New
49
Increased
97
Reduced
72
Closed
16
Calls
$2.73M
Puts
$440K
Net Calls
+$2.29M
Net Calls Change
+$426K

Top Buyers

1
OIA
1
OneDigital Investment Advisors
Kansas
$87.6M
2
Ameriprise
2
Ameriprise
Minnesota
$58M
3
FSA
3
Financial Services Advisory
Maryland
$15.5M
4
Bank of America
4
Bank of America
North Carolina
$272M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$101M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$2.9M
2
KA
2
Kovack Advisors
Florida
$0
3
CWG
3
Cornerstone Wealth Group
North Carolina
$19.3M
4
Truist Financial
4
Truist Financial
North Carolina
$13.5M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$272M 4,379,228 +169,217 +4%
Morgan Stanley
2
Morgan Stanley
New York
$228M 3,677,614 +107,403 +3%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$101M 1,631,407 +157,665 +11%
OIA
4
OneDigital Investment Advisors
Kansas
$87.6M 1,412,448 +332,755 +31%
RJA
5
Raymond James & Associates
Florida
$66.8M 1,077,589 +52,691 +5%
LPL Financial
6
LPL Financial
California
$62.1M 1,001,862 +17,355 +2%
Ameriprise
7
Ameriprise
Minnesota
$58M 941,078 +290,259 +45%
JFA
8
JNBA Financial Advisors
Minnesota
$55.7M 898,223 +1,841 +0.2%
Wells Fargo
9
Wells Fargo
California
$55.7M 898,183 +141,863 +19%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$49.8M 803,583 +35,052 +5%
UBS Group
11
UBS Group
Switzerland
$44.7M 720,862 -28,337 -4%
WP
12
WealthPLAN Partners
Nebraska
$25.8M 400,653 +80,482 +25%
KLI
13
Kelman-Lazarov Inc
Tennessee
$22.8M 367,598 -5,302 -1%
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$22.1M 298,437 – –
SAF
15
Smith Anglin Financial
Texas
$20.8M 336,044 +336,044 New
Osaic Holdings
16
Osaic Holdings
Arizona
$19.8M 319,670 -4,952 -2%
LS
17
Leelyn Smith
Illinois
$19.6M 315,798 +17,196 +6%
CWG
18
Cornerstone Wealth Group
North Carolina
$19.3M 311,319 -92,044 -23%
PS
19
Planned Solutions
California
$18.8M 302,431 +7,104 +2%
VCM
20
Verde Capital Management
Michigan
$17.9M 288,532 +12,346 +4%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$17.5M 282,122 -1,799 -0.6%
BCI
22
Brinker Capital Investments
Pennsylvania
$16.8M 270,790 -11,382 -4%
FSA
23
Financial Services Advisory
Maryland
$15.5M 250,212 +239,608 +2,260%
FMN
24
Financial Management Network
California
$15.4M 238,616 +238,616 New
BAM
25
Beaumont Asset Management
Texas
$14.9M 240,876 +13,660 +6%
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