MOAT icon

VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

342 hedge funds and large institutions have $3B invested in VanEck Morningstar Wide Moat ETF in 2022 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 148 increasing their positions, 100 reducing their positions, and 39 closing their positions.

Holders
342
Holders Change
-4
Holders Change %
-1.16%
% of All Funds
5.78%
Holding in Top 10
44
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8.33%
% of All Funds
0.74%
New
39
Increased
148
Reduced
100
Closed
39
Calls
$773K
Puts
–
Net Calls
+$773K
Net Calls Change
+$1.11M

Top Buyers

1
SFBLI
1
Southern Farm Bureau Life Insurance
Mississippi
$25.8M
2
APCM
2
Alaska Permanent Capital Management
Alaska
$23.1M
3
RJA
3
Raymond James & Associates
Florida
$116M
4
AWA
4
Alaska Wealth Advisors
Alaska
$10.6M
5
LPL Financial
5
LPL Financial
California
$164M

Top Sellers

1
GM
1
GeoWealth Management
Illinois
$0
2
AIP
2
Almanack Investment Partners
Pennsylvania
$1.18M
3
Bank of America
3
Bank of America
North Carolina
$374M
4
Morgan Stanley
4
Morgan Stanley
New York
$297M
5
FSA
5
Financial Services Advisory
Maryland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$374M 5,866,518 -207,562 -3%
Morgan Stanley
2
Morgan Stanley
New York
$297M 4,664,283 -160,762 -3%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$176M 2,757,031 +75,767 +3%
LPL Financial
4
LPL Financial
California
$164M 2,574,657 +160,948 +7%
RJA
5
Raymond James & Associates
Florida
$116M 1,814,707 +234,142 +15%
OIA
6
OneDigital Investment Advisors
Kansas
$111M 1,745,459 -74,886 -4%
Ameriprise
7
Ameriprise
Minnesota
$105M 1,643,372 +134,652 +9%
Wells Fargo
8
Wells Fargo
California
$83M 1,301,607 -95,875 -7%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$66.5M 1,044,113 +26,793 +3%
JFA
10
JNBA Financial Advisors
Minnesota
$49.4M 774,857 -5,724 -0.7%
Thrivent Financial for Lutherans
11
Thrivent Financial for Lutherans
Minnesota
$42.8M 672,002 +129,219 +24%
UBS Group
12
UBS Group
Switzerland
$42.1M 660,198 -7,256 -1%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$39.9M 626,210 +39,572 +7%
Osaic Holdings
14
Osaic Holdings
Arizona
$38.5M 603,733 +5,165 +0.9%
SWA
15
SFMG Wealth Advisors
Texas
$37.4M 587,216 -4,308 -0.7%
ERFOTCOFW
16
Employees Retirement Fund of the City of Fort Worth
Texas
$36M 564,564 – –
VCM
17
Verde Capital Management
Michigan
$33.3M 523,227 +151,511 +41%
KLI
18
Kelman-Lazarov Inc
Tennessee
$32.7M 512,711 -3,374 -0.7%
TI
19
TTP Investments
California
$31.1M 487,283 -11,195 -2%
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$28.5M 447,889 +111,999 +33%
BCM
21
Brookstone Capital Management
Illinois
$26.5M 401,858 -40,081 -9%
SFBLI
22
Southern Farm Bureau Life Insurance
Mississippi
$25.8M 404,862 +404,862 New
LS
23
Leelyn Smith
Illinois
$23.3M 365,266 +8,192 +2%
APCM
24
Alaska Permanent Capital Management
Alaska
$23.1M 362,831 +362,831 New
BFS
25
Bard Financial Services
Connecticut
$23M 361,392 -12,500 -3%
1
2 3 4 5