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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

704 hedge funds and large institutions have $9.1B invested in VanEck Morningstar Wide Moat ETF in 2024 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 294 increasing their positions, 217 reducing their positions, and 44 closing their positions.

Holders
704
Holders Change
+36
Holders Change %
+5.39%
% of All Funds
9.38%
Holding in Top 10
102
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.92%
% of All Funds
1.36%
New
93
Increased
294
Reduced
217
Closed
44
Calls
$2.55M
Puts
$668K
Net Calls
+$1.88M
Net Calls Change
-$445K

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$503M
2
MFIM
2
Mesirow Financial Investment Management
Illinois
$325M
3
VWS
3
Virtus Wealth Solutions
New Jersey
$25.3M
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$63.1M
5
Morgan Stanley
5
Morgan Stanley
New York
$819M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$676M
2
MIS
2
Morningstar Investment Services
Illinois
$9.5M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$0
4
OCBCO
4
Oversea-Chinese Banking Corp (OCBC)
Singapore
$13.4M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$2.22M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$819M 8,835,865 +176,663 +2%
Bank of America
2
Bank of America
North Carolina
$745M 8,039,845 -79,631 -1%
LPL Financial
3
LPL Financial
California
$676M 7,285,775 -591,948 -8%
Raymond James Financial
4
Raymond James Financial
Florida
$503M 5,420,559 +5,420,559 New
MFIM
5
Mesirow Financial Investment Management
Illinois
$325M 3,500,055 +858,400 +32%
Wells Fargo
6
Wells Fargo
California
$252M 2,714,039 +77,724 +3%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$204M 2,195,450 -33,246 -1%
Ameriprise
8
Ameriprise
Minnesota
$187M 2,017,717 -23,739 -1%
UBS Group
9
UBS Group
Switzerland
$176M 1,900,221 -19,425 -1%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$113M 1,217,717 +64,917 +6%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$106M 1,138,998 +30,145 +3%
PWA
12
Provenance Wealth Advisors
Florida
$106M 1,138,672 -8,270 -0.7%
FFA
13
First Foundation Advisors
California
$102M 1,100,938 +39,447 +4%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$91.6M 988,267 +21,720 +2%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$86.1M 928,301 +83,328 +10%
BCM
16
Brookstone Capital Management
Illinois
$83.1M 896,260 -118,880 -12%
AAS
17
Avantax Advisory Services
Texas
$80.7M 869,839 +134,193 +18%
OWP
18
Obermeyer Wealth Partners
Colorado
$78.9M 851,412 +30,535 +4%
SFBLI
19
Southern Farm Bureau Life Insurance
Mississippi
$78.3M 845,027 – –
Osaic Holdings
20
Osaic Holdings
Arizona
$76.5M 824,952 +60,020 +8%
JFA
21
JNBA Financial Advisors
Minnesota
$76.1M 820,432 +4,693 +0.6%
HighTower Advisors
22
HighTower Advisors
Illinois
$71.7M 772,967 +4,461 +0.6%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$71.1M 766,986 +18,601 +2%
Thrivent Financial for Lutherans
24
Thrivent Financial for Lutherans
Minnesota
$67.2M 717,267 -46,878 -6%
Jones Financial Companies
25
Jones Financial Companies
Missouri
$63.1M 680,945 +260,624 +62%
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