MOAT icon

VanEck Morningstar Wide Moat ETF

349 hedge funds and large institutions have $3.41B invested in VanEck Morningstar Wide Moat ETF in 2021 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 171 increasing their positions, 68 reducing their positions, and 22 closing their positions.

Holders
349
Holders Change
+42
Holders Change %
+13.68%
% of All Funds
5.39%
Holding in Top 10
46
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+35.29%
% of All Funds
0.71%
New
70
Increased
171
Reduced
68
Closed
22
Calls
$205K
Puts
$670K
Net Calls
-$465K
Net Calls Change
-$4.44M
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$450M 5,912,174 +135,178 +2%
Morgan Stanley
2
Morgan Stanley
New York
$353M 4,636,078 +197,408 +4%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$195M 2,559,076 +486,438 +23%
LPL Financial
4
LPL Financial
California
$171M 2,249,963 +213,677 +10%
OIA
5
OneDigital Investment Advisors
Kansas
$136M 1,786,340 +36,033 +2%
RJA
6
Raymond James & Associates
Florida
$124M 1,632,733 +105,748 +7%
Ameriprise
7
Ameriprise
Minnesota
$114M 1,492,002 +17,616 +1%
Wells Fargo
8
Wells Fargo
California
$106M 1,388,959 +115,233 +9%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$79.2M 1,040,753 +68,810 +7%
JFA
10
JNBA Financial Advisors
Minnesota
$68.8M 904,416 +5,977 +0.7%
UBS Group
11
UBS Group
Switzerland
$49M 643,146 -21,322 -3%
Osaic Holdings
12
Osaic Holdings
Arizona
$46.2M 605,980 -18,647 -3%
SWA
13
SFMG Wealth Advisors
Texas
$43.5M 571,129 +22,410 +4%
BlackRock
14
BlackRock
New York
$43M 564,564 +564,564 New
KLI
15
Kelman-Lazarov Inc
Tennessee
$38.7M 508,018 +10,516 +2%
TI
16
TTP Investments
California
$37.1M 487,262 +487,262 New
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$30.7M 403,050 +15,991 +4%
BCM
18
Brookstone Capital Management
Illinois
$29.3M 385,793 -61,101 -14%
SAF
19
Smith Anglin Financial
Texas
$28.4M 372,643 +21,457 +6%
VCM
20
Verde Capital Management
Michigan
$27.6M 362,227 +23,699 +7%
WP
21
WealthPLAN Partners
Nebraska
$26.7M 358,994 -5,373 -1%
BFS
22
Bard Financial Services
Connecticut
$26.3M 345,864 +11,369 +3%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$26.3M 345,021 +35,949 +12%
RCG
24
Regatta Capital Group
California
$26.2M 344,795 +344,795 New
LS
25
Leelyn Smith
Illinois
$25.6M 336,026 +5,035 +2%