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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

632 hedge funds and large institutions have $8.88B invested in VanEck Morningstar Wide Moat ETF in 2024 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 313 increasing their positions, 160 reducing their positions, and 50 closing their positions.

Holders
632
Holders Change
+16
Holders Change %
+2.6%
% of All Funds
9.16%
Holding in Top 10
96
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.05%
% of All Funds
1.39%
New
75
Increased
313
Reduced
160
Closed
50
Calls
$3.96M
Puts
$2.04M
Net Calls
+$1.92M
Net Calls Change
-$826K

Top Buyers

1
MIS
1
Morningstar Investment Services
Illinois
$64.7M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$58.9M
3
FFA
3
First Foundation Advisors
California
$91.6M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$292M
5
Bank of America
5
Bank of America
North Carolina
$794M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$782M
2
PP
2
Prudential plc
United Kingdom
$2.48M
3
GM
3
GeoWealth Management
Illinois
$218K
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$138M
5
AWM
5
AE Wealth Management
Kansas
$428K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$794M 8,836,047 +352,083 +4%
Morgan Stanley
2
Morgan Stanley
New York
$782M 8,695,199 -6,718,849 -44%
LPL Financial
3
LPL Financial
California
$656M 7,297,680 +315,069 +5%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$292M 3,247,417 +359,915 +12%
Wells Fargo
5
Wells Fargo
California
$239M 2,657,267 +219,084 +9%
MFIM
6
Mesirow Financial Investment Management
Illinois
$226M 2,508,489 +252,391 +11%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$221M 2,459,308 +119,262 +5%
RJA
8
Raymond James & Associates
Florida
$213M 2,367,879 +96,603 +4%
Ameriprise
9
Ameriprise
Minnesota
$209M 2,320,848 +75,538 +3%
UBS Group
10
UBS Group
Switzerland
$198M 2,201,257 +279,068 +15%
Osaic Holdings
11
Osaic Holdings
Arizona
$156M 1,739,857 +198,105 +13%
Thrivent Financial for Lutherans
12
Thrivent Financial for Lutherans
Minnesota
$138M 1,530,644 -195,302 -11%
PWA
13
Provenance Wealth Advisors
Florida
$107M 1,185,353 -21,584 -2%
FFA
14
First Foundation Advisors
California
$91.6M 1,019,331 +373,164 +58%
Carson Wealth (CWM LLC)
15
Carson Wealth (CWM LLC)
Nebraska
$90.6M 1,007,701 +247,541 +33%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$83M 923,097 -2,007 -0.2%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$80.8M 898,621 +251,774 +39%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$76M 845,452 +26,507 +3%
SFBLI
19
Southern Farm Bureau Life Insurance
Mississippi
$76M 845,027 – –
OIA
20
OneDigital Investment Advisors
Kansas
$71.4M 794,349 -67,652 -8%
JFA
21
JNBA Financial Advisors
Minnesota
$71.1M 790,994 +23,563 +3%
OWP
22
Obermeyer Wealth Partners
Colorado
$69.1M 769,035 +67,026 +10%
ERFOTCOFW
23
Employees Retirement Fund of the City of Fort Worth
Texas
$67.3M 748,564 – –
MIS
24
Morningstar Investment Services
Illinois
$64.7M 723,941 +723,941 New
PAG
25
Private Advisor Group
New Jersey
$64.2M 714,172 +148,162 +26%
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