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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

654 hedge funds and large institutions have $8.36B invested in VanEck Morningstar Wide Moat ETF in 2024 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 270 increasing their positions, 210 reducing their positions, and 42 closing their positions.

Holders
654
Holders Change
+22
Holders Change %
+3.48%
% of All Funds
9.51%
Holding in Top 10
93
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.13%
% of All Funds
1.35%
New
74
Increased
270
Reduced
210
Closed
42
Calls
$2.56M
Puts
$468K
Net Calls
+$2.09M
Net Calls Change
+$172K

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$82M
2
BCM
2
Brookstone Capital Management
Illinois
$88.5M
3
AAS
3
Avantax Advisory Services
Texas
$29.5M
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$19.6M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$17.6M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$65.3M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$89.9M
3
DCM
3
Davidson Capital Management
Texas
$20.2M
4
Bank of America
4
Bank of America
North Carolina
$740M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$3.57M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$740M 8,544,301 -291,746 -3%
Morgan Stanley
2
Morgan Stanley
New York
$738M 8,520,343 -174,856 -2%
LPL Financial
3
LPL Financial
California
$629M 7,264,040 -33,640 -0.5%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$275M 3,178,922 -68,495 -2%
Wells Fargo
5
Wells Fargo
California
$234M 2,702,748 +45,481 +2%
MFIM
6
Mesirow Financial Investment Management
Illinois
$221M 2,550,227 +41,738 +2%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$216M 2,489,450 +30,142 +1%
RJA
8
Raymond James & Associates
Florida
$206M 2,378,268 +10,389 +0.4%
Ameriprise
9
Ameriprise
Minnesota
$193M 2,223,069 -97,779 -4%
UBS Group
10
UBS Group
Switzerland
$183M 2,108,636 -92,621 -4%
PWA
11
Provenance Wealth Advisors
Florida
$101M 1,171,778 -13,575 -1%
FFA
12
First Foundation Advisors
California
$93.1M 1,074,614 +55,283 +5%
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
$90.4M 1,043,406 +35,705 +4%
Thrivent Financial for Lutherans
14
Thrivent Financial for Lutherans
Minnesota
$89.9M 1,037,654 -492,990 -32%
BCM
15
Brookstone Capital Management
Illinois
$88.5M 987,292 +285,929 +41%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$82M 946,265 +301,784 +47%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$81.3M 938,143 +39,522 +4%
SFBLI
18
Southern Farm Bureau Life Insurance
Mississippi
$73.2M 845,027 – –
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$71.9M 829,953 -93,144 -10%
JFA
20
JNBA Financial Advisors
Minnesota
$70.5M 814,007 +23,013 +3%
OWP
21
Obermeyer Wealth Partners
Colorado
$69.3M 800,520 +31,485 +4%
OIA
22
OneDigital Investment Advisors
Kansas
$66.1M 763,577 -30,772 -4%
PAG
23
Private Advisor Group
New Jersey
$65.8M 760,080 +45,908 +6%
Osaic Holdings
24
Osaic Holdings
Arizona
$65.3M 753,435 -986,422 -57%
HighTower Advisors
25
HighTower Advisors
Illinois
$62.2M 718,123 +36,020 +5%
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