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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

519 hedge funds and large institutions have $5.8B invested in VanEck Morningstar Wide Moat ETF in 2023 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 255 increasing their positions, 109 reducing their positions, and 26 closing their positions.

Holders
519
Holders Change
+62
Holders Change %
+13.57%
% of All Funds
8.28%
Holding in Top 10
83
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+23.88%
% of All Funds
1.32%
New
94
Increased
255
Reduced
109
Closed
26
Calls
$1.8M
Puts
$910K
Net Calls
+$887K
Net Calls Change
-$10.9M

Top Buyers

1
PWA
1
Provenance Wealth Advisors
Florida
$92.4M
2
Morgan Stanley
2
Morgan Stanley
New York
$514M
3
Bank of America
3
Bank of America
North Carolina
$540M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$132M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$146M

Top Sellers

1
SC
1
Soundwatch Capital
Connecticut
$474K
2
EWA
2
EP Wealth Advisors
California
$653K
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$155M
4
PP
4
Prudential plc
United Kingdom
$489K
5
PCM
5
Piedmont Capital Management
Montana
$5.79M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$540M 7,122,336 +997,618 +16%
Morgan Stanley
2
Morgan Stanley
New York
$514M 6,783,213 +1,140,029 +20%
LPL Financial
3
LPL Financial
California
$417M 5,504,363 +418,536 +8%
Ameriprise
4
Ameriprise
Minnesota
$171M 2,239,077 +296,676 +15%
Wells Fargo
5
Wells Fargo
California
$162M 2,132,779 +382,012 +22%
RJA
6
Raymond James & Associates
Florida
$160M 2,106,350 +40,975 +2%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$155M 2,042,365 -956,842 -32%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$153M 2,016,840 +238,387 +13%
Thrivent Financial for Lutherans
9
Thrivent Financial for Lutherans
Minnesota
$146M 1,929,813 +635,177 +49%
Osaic Holdings
10
Osaic Holdings
Arizona
$132M 1,743,498 +655,950 +60%
PWA
11
Provenance Wealth Advisors
Florida
$92.4M 1,218,703 +1,218,703 New
UBS Group
12
UBS Group
Switzerland
$84.9M 1,119,206 +110,363 +11%
OIA
13
OneDigital Investment Advisors
Kansas
$73.3M 967,072 -38,656 -4%
SFBLI
14
Southern Farm Bureau Life Insurance
Mississippi
$64.1M 845,027 – –
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$61.9M 816,451 +237,314 +41%
JFA
16
JNBA Financial Advisors
Minnesota
$59.5M 784,241 -20,507 -3%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$58.4M 770,671 +277,298 +56%
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$57.5M 758,398 +238,741 +46%
ERFOTCOFW
19
Employees Retirement Fund of the City of Fort Worth
Texas
$56.8M 748,564 +184,000 +33%
TI
20
TTP Investments
California
$56.6M 746,156 +90,664 +14%
DCM
21
Davidson Capital Management
Texas
$50.7M 668,294 +558,246 +507%
OCBCO
22
Oversea-Chinese Banking Corp (OCBC)
Singapore
$49.7M 655,514 -85,667 -12%
OWP
23
Obermeyer Wealth Partners
Colorado
$49M 645,572 +71,245 +12%
VCM
24
Verde Capital Management
Michigan
$46.7M 616,007 +16,093 +3%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$46.4M 611,461 +73,696 +14%
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