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VanEck Morningstar Wide Moat ETF
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Overview Fund Activity

303 hedge funds and large institutions have $2.85B invested in VanEck Morningstar Wide Moat ETF in 2021 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 157 increasing their positions, 47 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
303
Holders Change
+24
Holders Change %
+8.6%
% of All Funds
5.29%
Holding in Top 10
34
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+17.24%
% of All Funds
0.59%
New
43
Increased
157
Reduced
47
Closed
16
Calls
$491K
Puts
$526K
Net Calls
-$35K
Net Calls Change
+$720K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$400M
2
MCM
Mainstay Capital Management
Michigan
$66.2M
3
SWA
SFMG Wealth Advisors
Texas
$39.3M
4
Ameriprise
Ameriprise
Minnesota
$94.5M
5
LPL Financial
LPL Financial
California
$145M

Top Sellers

1
AWM
AE Wealth Management
Kansas
$2.07M
2
TC
Trilogy Capital
California
$0
3
BC
Barnett & Company
Tennessee
$1.98M
4
FC
Ferris Capital
Massachusetts
$0
5
FTUS
Flow Traders U.S.
New York
$1.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
226
Perigon Wealth Management
California
$277K -$6.73K -91 -2%
AA
227
Ancora Advisors
Ohio
$276K -$74.3K -1,000 -21%
SMC
228
Smith, Moore & Co
Missouri
$274K +$10.4K +140 +4%
PCM
229
Piedmont Capital Management
Montana
$262K – – –
Bank of New York Mellon
230
Bank of New York Mellon
New York
$257K +$257K +3,469 New
PFS
231
Prospera Financial Services
Texas
$230K +$230K +3,100 New
FWM
232
Fairhaven Wealth Management
Illinois
$222K – – –
WAM
233
WNY Asset Management
New York
$222K – – –
RC
234
Randolph Company
Ohio
$220K +$220K +2,967 New
BCM
235
Beck Capital Management
Texas
$218K -$22.8K -308 -9%
VFPI
236
Vantage Financial Partners (Illinois)
Illinois
$215K +$215K +2,900 New
ICG
237
InterOcean Capital Group
Tennessee
$204K +$204K +2,750 New
CIAS
238
Capital Investment Advisory Services
North Carolina
$202K +$97.4K +1,312 +93%
CS
239
Comerica Securities
Michigan
$200K +$200K +2,695 New
WBC
240
West Branch Capital
Massachusetts
$197K +$197K +2,657 New
ADL
241
Asset Dedication LLC
California
$192K – – –
SB
242
Strategic Blueprint
Georgia
$188K +$188K +2,541 New
CCM
243
Cutler Capital Management
Massachusetts
$183K +$12.6K +170 +7%
PMAS
244
PNC Managed Account Solutions
Texas
$167K +$167K +2,257 New
RG
245
Retirement Group
California
$138K +$9.62K +130 +7%
JFGIW
246
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$137K – – –
NFG
247
Next Financial Group
Texas
$128K +$51.6K +700 +68%
PFP
248
Pinnacle Financial Partners
Tennessee
$120K -$21.4K -290 -15%
PWA
249
Pinnacle Wealth Advisors
Tennessee
$120K +$120K +1,625 New
First Manhattan
250
First Manhattan
New York
$109K – – –
8 9
10
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